Top 1298 Account specialist Jobs in Santee, 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
Regional Manager (Affordable HUD/LIHTC)
Cornerstone Residential, LLC —San Diego, CA
- $105,000 - $120,000 a year
- Full-time
- Bilingual
- Background check
- Residential
- Health savings account
- AD&D insurance
Quick Apply
Roofing sales commercial and residential
San Diego Roofing Inc —San Diego, CA
- $89,059.01 - $104,960.99 a year
- Full-time
- Background check
- Mid-level
- Residential
- Cell phone reimbursement
- Work from home
Quick Apply
14d
Area Sales Manager
Global Lending Services —San Diego, CA
- $81,000 a year
- Extended hours
- Clean driving record
- Dealership
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
HVAC Project Sales Professional
Ontario Refrigeration Service, Inc. —San Diego, CA
- $90,000 - $120,000 a year
- Email
- Clean driving record
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Inbound Sales Representative B2C - CA Hybrid
San Diego Divorce Lawyers, APC —San Diego, CA
- $24 - $27 an hour
- 8 hour shift
- Hybrid work
- Background check
- Spanish
- Customer service
- Profit sharing
- Paid training
Quick Apply
Commercial Salesperson – Windows and Doors
South Coast Windows & Doors —El Cajon, CA
- $80,273 - $93,744 a year
- 8 hour shift
- CRM software
- Background check
- Sales
- Mileage reimbursement
- Health insurance
Quick Apply
Marketing Assistant
A Better Solution Home Care & Nursing (TruCare) —San Diego, CA
- $23 - $26 an hour
- Full-time
- Background check
- LVN
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7d
Account Executive, Local (SMB)
TForce Freight —San Diego, CA
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Mileage reimbursement
- Health insurance
14d
Strategic Sales Executive
My Wireless - AT&T Authorized —Lemon Grove, CA
- Full-time
- Mid-level
- Driver's License
- Driving
- Mileage reimbursement
- Dental insurance
Quick Apply
Strategic Sales Executive
My Wireless - AT&T Authorized —Chula Vista, CA
- Full-time
- Mid-level
- Driver's License
- Driving
- Mileage reimbursement
- Dental insurance
Quick Apply
Mortgage Account Executive (Arabic/English Bilingual) - San Diego, CA
Guidance Residential —San Diego, CA
- $65,000 - $90,000 a year
- Full-time
- Mid-level
- Residential
- In-person
- Disability insurance
- Health insurance
Quick Apply
Kitchen & Bath Outside Sales Representative
California Crafted Marble, Inc. —Santee, CA
- $70,000 - $100,000 a year
- Weekends as needed
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
IT Sales Account Manager
Datel Systems Incorporated —San Diego, CA
- $60,000 - $180,000 a year
- Full-time
- Mid-level
- 3 years
- Contracts
- Paid holidays
- Health insurance
Quick Apply
Senior Sales Manager - Audio Visual, Event Technology
Pinnacle Live —Carlsbad, CA
- $75,168 - $93,000 a year
- Writing skills
- Bachelor's degree
- Organizational skills
- Dental insurance
- Paid time off
Quick Apply
DIS TECH - US Sales Lead / Account Manager (Flexible Level)
DIS Tech —San Diego, CA
- From $135,000 a year
- Full-time
- Hybrid work
- Engineering
- 3 years
- Travel
- Health insurance
- Dental insurance
Quick Apply
Sales Development Representative
Chef Works Inc —Poway, CA
- $27.88 - $27.89 an hour
- Full-time
- Hybrid work
- Word processing
- Research
- Mid-level
Quick Apply
Strategic Sales Executive
My Wireless - AT&T Authorized —La Mesa, CA
- Full-time
- Mid-level
- Driver's License
- Driving
- Mileage reimbursement
- Dental insurance
Quick Apply
Accounts Payable Specialist
Viejas Casino & Resort —Alpine, CA
- From $24 an hour
- Weekends as needed
- Background check
- Pass drug screening
- Office
- Wellness program
- Health insurance
Quick Apply
Promotional Marketing and Sales Agent
Kleos Management Group —San Diego, CA
- $55,000 - $70,000 a year
- Full-time
- 18 years or older
- US work authorization
- In-person
- Paid training
Quick Apply
12d

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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
Experience at 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

account specialist jobs in santee, ca

Insurance Senior Client Service Representative - Property & Casualty

Regional Manager (Affordable HUD/LIHTC)

Roofing sales commercial and residential

Area Sales Manager

HVAC Project Sales Professional

Inbound Sales Representative B2C - CA Hybrid

Commercial Salesperson – Windows and Doors

Marketing Assistant

Account Executive, Local (SMB)

Strategic Sales Executive

Strategic Sales Executive

Mortgage Account Executive (Arabic/English Bilingual) - San Diego, CA

Kitchen & Bath Outside Sales Representative

IT Sales Account Manager

Senior Sales Manager - Audio Visual, Event Technology

DIS TECH - US Sales Lead / Account Manager (Flexible Level)

Sales Development Representative

Strategic Sales Executive

Accounts Payable Specialist

Promotional Marketing and Sales Agent

I want to receive the latest job alert for account specialist in santee, ca

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