Sr Client Services Representative

San Diego, California

TEEMA
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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
Date Posted: 14 May 2025
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