Top 245 Senior client representative Jobs in San Diego Ca

Insurance Senior Client Service Representative - Property & Casualty
CMR Risk & Insurance Services, Inc. —San Diego, CA
- $71,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Field Sales Representative - 1099 Contract (Uncapped Commission) - San Diego, CA
Selleck Chemicals LLC —San Diego, CA
- $50,000 - $100,000 a year
- 8 hour shift
- Mid-level
- University
- In-person
Quick Apply
IT Systems Manager
Corovan —Poway, CA
- $123,000 - $140,000 a year
- Weekends as needed
- 5 years
- Bachelor of Science
- HIPAA
Quick Apply
Branch Manager - Poway
Corodata —Poway, CA
- $90,000 - $145,000 a year
- Weekends as needed
- HIPAA
- English
- Business development
Quick Apply
Sterile Supply Solutions Consultant
Aesculap Inc —San Diego, CA
- $138,000 - $148,000 a year
- Weekends as needed
- Microsoft Excel
- Hospital
- Bachelor of Science
- Health insurance
- 401(k)
4d
Staff Attorney - Legal Research & Complex Motions
Liberty Mutual —San Diego, CA
- $125,000 - $221,000 a year
- Full-time
- 5 years
- Writing skills
- Analysis skills
- 401(k) matching
Senior Compliance Specialist
PCI Pharma Services —San Diego, CA
- $85,000 - $95,000 a year
- Weekends as needed
- Computer literacy
- Writing skills
- Basic math
- Health insurance
- Dental insurance
Quick Apply
20h
Labor and Employment Associate Attorney
Lumenceler Group —California
- $140,000 - $300,000 a year
- Full-time
- Management
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Mid-Senior Level HVAC Service Technician with VRF Exp.
PACIFIC RIM MECHANICAL —San Diego, CA
- $30 - $60 an hour
- Urgently hiring
- Clean driving record
- Writing skills
- English
- Paid holidays
- Health insurance
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5d
Senior Property Manager - 3+ Year Residential Property Management Experience Required
GoldenWest Management, Inc —San Diego, CA
- $8,000 - $9,000 a month
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Showroom Sales Representative-Interior Glass Doors/Walls& Partitions
Just Sales Jobs —San Diego, CA
- $54,000 - $58,000 a year
- Full-time
- Microsoft Word
- No experience needed
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
14h
Building Engineer
Lincoln Property Company —San Diego, CA
- $43 an hour
- Weekends as needed
- Background check
- Microsoft Outlook
- Computer literacy
Quick Apply
14d
Customer Service Representative
Fiesta Auto Insurance —Chula Vista, CA
- $50,000 - $80,000 a year
- 8 hour shift
- Spanish
- Office
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Senior Land Surveyor
NV5 —San Diego, CA
- $45 - $65 an hour
- Full-time
- Microsoft Word
- Research
- Office
- Health insurance
- Dental insurance
Customer Service Representative.
Fiesta Auto Insurance —San Diego, CA
- $80,000 - $125,000 a year
- 8 hour shift
- Spanish
- Office
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Journeyman Mechanic
Ameri-Force —Chula Vista, CA
- $32 - $38 an hour
- 5 years
- English
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
PEO Outside Sales Manager
ExtensisHR —San Diego, CA
- $100,000 - $125,000 a year
- In-person
- Senior level
- Health insurance
- Dental insurance
Senior Field Sales Representative ( Next Gear)
Cox Automotive —California
- $64,900 - $97,300 a year
- Full-time
- Dealership
- Master's degree
- Business development
- Paid jury duty
- Paid holidays
Customer Service Representative
Fiesta Auto Insurance —National City, CA
- $50,000 - $80,000 a year
- 8 hour shift
- Spanish
- Office
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Project Manager I
Employer's Leasing, a Corovan Corporation Affiliate —Poway, CA
- $25.00 - $27.82 an hour
- Overtime
- Clean driving record
- Inventory management
- English
Quick Apply

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Insurance Senior Client Service Representative - Property & Casualty

CMR Risk & Insurance Services, Inc. -
San Diego, CA

Quick Apply

Job Details

Full-time
$71,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Parental leave
Vision insurance
Flexible schedule

Qualifications

Customer communication
Microsoft Excel
Insurance agencies
Computer literacy
Employee relationship building
Property & Casualty License
High school diploma or GED
Customer relationship management
Account management

Full Job Description

The role at a glance:

As a member of the P&C team, the Senior Client Service Representative is focused on delivering comprehensive support and solutions for assigned clients. This role supports the Account Managers by addressing client inquiries and resolving insurance issues of various complexity. As a Sr. CSR, you will develop expertise in insurance policies, coverage, and risk management, enabling you to protect and advocate for clients effectively. Additionally, this role offers opportunities to mentor junior staff, build strong client relationships, and aid with policy management and retention for complex accounts to ensure smooth team operations.

What you can expect to do:

Handle medium to complex policy changes, including processing premium-bearing endorsements, delivery, and follow-ups.
Issue and manage COIs for assigned clients and review junior staff COIs for accuracy.
Run and review accounts receivable reports for assigned clients.
Manage client billing inquiries, including direct and agency billing, and handle check requests and complex journal entries.
Correct AMS360 billing errors and ensure accurate and timely updates in AMS360.
Coordinate policy reviews, renewals, and processing, including auto-renewal policies and updates in systems.
Prepare and submit bind requests to carriers, manage binder extensions, and track submissions.
Conduct marketing activities from start to finish for small accounts, including requesting updated exposures, preparing marketing summary sheets, and running exposure check-ins.
Create proposals, handle online rating, and calculate rates for various coverages, including Workers’ Compensation.
Leverage insurance knowledge and communication skills to answer client inquiries regarding their insurance policies and resolve issues by coordinating with carriers.
Guide and mentor junior staff and new hires on team, helping them acclimate to their roles.
Assist other team members in balancing workloads when needed and providing backup for other team members during their absence.

What Success Looks Like:

By 90 days, you are comfortable with our platforms, taking initiative, and asking questions.
You consistently meet KPIs, such as issuing 90% of COIs for review within 6-24 working hours, completing 90% of pre-marketing tasks by their due date, and ensuring 100% of binders are extended before expiration.
By 12 months, you’ll manage monoline renewals and billing processes independently, run and take proactive actions on reports, and maintain 100% accuracy in AMS360.
You communicate proactively about any challenges in meeting deadlines, fostering accountability and transparency.
Provide effective support and backup to other team members when needed, ensuring minimal disruption to team operations.
Able to think deeper about the work you are doing and provide recommendations on the next steps and mentor junior staff as you grow in your role.
Please reference the “What Does Success Look Like – Sr. CSR” document for a full list.

What sets you apart:

Bachelor’s degree with 3-5 years of experience in a Commercial Lines service role or a high school diploma/GED with 5+ years in a Commercial Lines service role.
Current Property and Casualty License. AINS designation a plus.
Familiarity with Microsoft Suite (Word, Excel, PowerPoint, Outlook, Teams).
Familiarity with AMS360 or similar Agency Management System.
Experience with Asana and Worldox is a plus.

Skills:

Excellent verbal and written communication skills with a customer-focused approach.
Strong accuracy in handling documents, data entry, and following procedures.
Ability to prioritize tasks effectively and manage multiple responsibilities simultaneously
Ability to solve problems and think independently.
Flexible in adjusting to changes within the industry and workplace processes.
Consistent punctuality and dependability in completing assigned duties.
Positive and approachable personality that fosters good working relationships with peers, clients, and carriers.
Commercial insurance knowledge and experience managing client relationships.

Work Environment:

This position operates in a typical office environment, which includes cubicles and open workspaces. The noise level is generally low to moderate. Employees are expected to work on computers and communicate in person or via phone and email.

Physical Demands

While performing the duties of this job, the employee may be regularly required to sit, stand, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard. Specific vision abilities required by the job include close vision (working on a computer) and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Pay: $71,000.00 - $90,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Parental leave
Vision insurance
Work from home

Experience:

Commercial Lines Insurance: 3 years (Required)

License/Certification:

Property & Casualty License (Required)

Work Location: Hybrid remote in San Diego, CA 92101

Quick Apply

Refine Your Search

senior client representative jobs in san diego ca

Insurance Senior Client Service Representative - Property & Casualty

Field Sales Representative - 1099 Contract (Uncapped Commission) - San Diego, CA

IT Systems Manager

Branch Manager - Poway

Sterile Supply Solutions Consultant

Staff Attorney - Legal Research & Complex Motions

Senior Compliance Specialist

Labor and Employment Associate Attorney

Mid-Senior Level HVAC Service Technician with VRF Exp.

Senior Property Manager - 3+ Year Residential Property Management Experience Required

Showroom Sales Representative-Interior Glass Doors/Walls& Partitions

Building Engineer

Customer Service Representative

Senior Land Surveyor

Customer Service Representative.

Journeyman Mechanic

PEO Outside Sales Manager

Senior Field Sales Representative ( Next Gear)

Customer Service Representative

Project Manager I

I want to receive the latest job alert for senior client representative in san diego ca

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