Top 1033 Financial representative 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
Director of Patient Care Services (DPCS)
Windward Life Care —San Diego, CA
- $58 - $65 an hour
- Part-time
- CPR Certification
- Google Workspace
- Nursing
- Mileage reimbursement
- Paid holidays
Quick Apply
10d
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
12d
Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Outside Sales Representative
Confidential —Spring Valley, CA
- $40,000 - $140,000 a year
- Full-time
- Background check
- No experience needed
- High school diploma or GED
- Paid training
- Fuel card
Quick Apply
Mandarin-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $22.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Cannabis Sales Representative
Zetti Cannabis —San Diego, CA
- $60,000 - $90,000 a year
- Full-time
- Mid-level
- Fair chance
Quick Apply
11d
Russian-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Licensed Life Insurance Agent – San Diego (Leads Provided)
Spektra Insurance Solutions —San Diego, CA
- $60,000 - $200,000 a year
- Contract
- No background check
- Mentoring
- In-person
- Flexible schedule
- Life insurance
Quick Apply
Sales Representative
BrightStar Care —Escondido, CA
- $70,000 - $120,000 a year
- Full-time
- Background check
- Pass drug screening
- English
- 401(k)
- Paid time off
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
12d
Licensed Health Insurance Agent
MyPlanAdvocate —San Diego, CA
- $65,000 - $85,000 a year
- Full-time
- Remote
- Mid-level
Surface Experts Sales Representative
Surface Experts of Central San Diego —San Diego, CA
- $45,000 - $55,000 a year
- Overtime
- Clean driving record
- Research
- Mid-level
- Paid training
- Paid holidays
Quick Apply
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —San Diego, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Representative
Modern Woodmen of America —San Diego, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Financial services
- Leadership
- Paid training
- Health insurance
Quick Apply
Outside Sales Representative – Residential Fix and Flip Real Estate
NetWorth Realty USA —San Diego, CA
- $150,604 - $1,404,657 a year
- Full-time
- Residential
- In-person
- Entry level
Quick Apply
Pest Control Inspector / Sales Representative
EcoGuard Pest Management —National City, CA
- $60,000 - $120,000 a year
- Part-time
- Sales
- Customer service
- Mid-level
Quick Apply
Sales Representative
Elor Energy Inc. —San Diego County, CA
- $129,989 - $249,989 a year
- Full-time
- Background check
- Construction site
- Mid-level
- Paid training
- Mileage reimbursement
Quick Apply
Financial Advisor
Edward Jones —Ramona, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
1d
Territory Sales Representative
Inizio Engage —San Diego, CA
- $105,000 - $195,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Paid parental leave
- Paid holidays
3d

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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

financial representative jobs in santee, ca

Insurance Senior Client Service Representative - Property & Casualty

Director of Patient Care Services (DPCS)

Kitchen & Bath Outside Sales Representative

Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California

Outside Sales Representative

Mandarin-English Bilingual Healthcare Customer Service Representative - Remote in California

Cannabis Sales Representative

Russian-English Bilingual Healthcare Customer Service Representative - Remote in California

Licensed Life Insurance Agent – San Diego (Leads Provided)

Sales Representative

Sales Development Representative

Licensed Health Insurance Agent

Surface Experts Sales Representative

CNO Financial Advisor - Hybrid Remote (CA)

Financial Representative

Outside Sales Representative – Residential Fix and Flip Real Estate

Pest Control Inspector / Sales Representative

Sales Representative

Financial Advisor

Territory Sales Representative

I want to receive the latest job alert for financial representative in santee, ca

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