Sr Client Services Representative - Commercial P&C

Job Title: Senior Client Service Representative – Commercial Property & Casualty Insurance
Job ID: 78360
Location: San Diego, California


Overview:
Elevate Your Career in Client Service! Are you a skilled insurance professional looking for an exciting opportunity to grow, mentor, and make a meaningful impact? Join our dynamic Property & Casualty team as a Senior Client Service Representative (Sr. CSR) and play a pivotal role in delivering outstanding client support, streamlining policy management, and guiding junior team members to success.


What you will be doing:

• Lead policy management, including changes, endorsements, and renewals.

• Take ownership of Certificates of Insurance (COIs)—issuing, reviewing, and ensuring accuracy.

• Drive billing and accounts receivable solutions, helping clients navigate their policies seamlessly.

• Maintain data integrity in AMS360 and resolve billing discrepancies.

• Be the trusted advisor clients rely on by handling inquiries and coordinating with carriers.

• Contribute to marketing efforts and compelling client proposals.

• Inspire and mentor junior staff, fostering a collaborative and high-performing team.

What you must have:

• Experience: 3-5 years in Commercial Lines service (Bachelor’s degree) or 5+ years (HS diploma/GED).

• Licensing: Active Property & Casualty License (AINS preferred).

• Skills & Strengths:

  • Exceptional communication and client service skills.

  • Keen attention to detail and ability to multitask effectively.

  • Problem-solving mindset and a proactive, adaptable approach.

• Tech-Savvy: Proficiency in Microsoft Suite, AMS360, and familiarity with Asana and Worldox.

Salary/Rate Range: $70,000 -$90,000


Other Information:

• Engaging office setting with a collaborative team atmosphere.

• Hands-on work with industry-leading technology and tools.

• Flexible, supportive culture—reasonable accommodations available.

Join Us & Take Your Career to New Heights! If you're ready to step up, take ownership, and grow within a forward-thinking team, apply today and be part of a company that values expertise, mentorship, and innovation in client service!



For more information about TEEMA and to consider other career opportunities, please visit our website at www.teemagroup.com