Working at CMR

The Property & Casualty Client Service Representative position is to provide assistance to Account
Managers, Account Executives and Brokers in the daily servicing of insurance clients of CMR Risk &
Insurance Services, Inc.

Duties & Responsibilities

Some specific duties and activities will include:

• Issuing certificates of insurance
• Requesting updates on claims and obtaining loss runs
• Reviewing issued policies for accuracy
• Processing Policy Changes (change request, endorsement follow up and review)
• Obtaining updated client exposures for marketing purposes
• Issuing and extending temporary proofs of insurance
• Issuing Auto ID Cards
• Electronic file set up and file content scanning
• Taking self-study classes on personal time to expand insurance knowledge
• Preparing submissions to marketplace
• Reviewing and negotiating coverages and premiums with insurance companies
• Preparing proposals and recommendations of insurance coverage to clients
• Reviewing contracts for insurance requirements and providing recommendations/modifications to requirements
• Conducting claim reviews with clients (provide status, reason for status, action plan on claims)
• Billing clients and following up on payments

Education and Experience
College Level education
2-5 Years Insurance Experience
Current Insurance License

Apply Now
Email your resume to careers@cmrris.com to be considered for this opening or
APPLY NOW ON INDEED

The Property & Casualty Assistant Client Service Representative position is to assist Client Service Representatives, Account Managers & Account Executives daily servicing of insurance clients of CMR Risk & Insurance Services, Inc

DUTIES & RESPONIBILITIES

This list is not all-comprehensive. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

• Issuing certificates of insurance
• Requesting updates on claims and obtaining loss runs
• Reviewing issued policies for accuracy
• Processing Policy Changes (change request, endorsement follow up and review)
• Obtaining updated client exposures for marketing purposes
• Issuing and extending temporary proofs of insurance
• Issuing Auto ID Cards
• Preparing applications
• Electronic file set up and file content scanning
• Taking self-study classes on personal time to expand insurance knowledge
• Billing clients
• General office duties: e.g. – mail distribution, monitoring phone & voicemail

Job Type: Full-time

Education:

• Associate (Preferred)

Experience:

• Insurance: 1 year (Preferred)
• Microsoft Office: 5 years (Preferred)

Apply Now
Email your resume to careers@cmrris.com to be considered for this opening or
APPLY NOW ON INDEED

Account Executives in the daily servicing of insurance clients of CMR Risk & Insurance Services, Inc.

Department: Employee Benefits

Pay Range: $27.50 – 32.00 Hourly

Classification: Non-exempt

FTE: Full Time

DUTIES & RESPONIBILITIES

This list is not all-comprehensive. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice to reflect changes in the position requirements and/or to reasonably accommodate individuals with disabilities.

• We will train the right candidate to: o Assist Account Manager and Account Executive with Benefits Enrollment Administration o Assist Account Manager and Account Executive with Enrollment Data reports and census scrubbing o Help administer and set up EASE or similar Benefits Administration systems for clients
• Assists clients with claims issues. Point them in right direction to handle themselves and then step in if further assistance is needed (level of claims assistance dependent upon size of client, employee needing help, ask broker for further clarification)
• Reviewing issued policies for accuracy (rates, correct plans, etc.)
• Assist clients with processing plan changes (new hires, terminations etc.)
• Initiate Renewal Process with each client (obtain updated census, most recent carrier bill, etc.), then work with broker to narrow down marketing options
• Preparing renewal submissions to marketplace
• Reviewing and negotiating renewal coverages and premiums with insurance companies
• Preparing renewal proposals and recommendations of insurance coverage to clients
• Meeting with clients to present Insurance Renewal with broker or alone if broker is unavailable
• Process all renewal changes and enrollment info to existing or new carriers (both renewal and new business
• Assist clients in preparing enrollment material and attending enrollment meetings (both renewal and new business)
• Enter new and renewal initial billings into AMS360

• Electronic file set up and file content scanning o e.g. – creating AMS360 account, setting up Worldox folders
• Reviewing contracts for insurance requirements and providing recommendations or modifications to requirements
• Help administer and setup clients with their designated TPA’s (Cobra service, Section 125 plans, etc.)
• Help administer and set up client portals o e.g. – Mineral and Ease benefits sites
• Taking self-study classes on personal time to expand insurance knowledge
• Opening & distributing mail
• Back-up telephone answering and monitoring general voice mailbox

EDUCATION & EXPERIENCE BENEFITS

College-level education Employer paid Group Health & Dental

0 – 2 years of insurance experience * can enroll dependents at your cost *

General office experience, preferred 401k program
Current Insurance License

• CMR has historically contributed 3% of total compensation
• Insurance education classes paid by CMR

cmrris.com

Equal Opportunity Employer

License No. 0E59760

Job Type: Full-time

Pay: $27.50 – $32.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• San Diego, CA 92101: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Required)

Experience:

• general office: 1 year (Preferred)

License/Certification:

• Life & Health Insurance License (Preferred)

Shift availability:

• Day Shift (Required)

Work Location: One location

APPLY NOW ON INDEED