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Associate Account Executive -- Insurance Sales

San Francisco, CA · On-site

$140K/yr

Associate Account Executive (AAE) -- Trucking Insurance | $140K OTE | San Francisco * Pay: $140K ... Any P&C seat counts -- CSR, account manager, producer, carrier, MGA, wholesaler. * Big bonus ...

WinsAbove

$115K - $185K/yr

Engaging in cross-functional collaboration, partnering seamlessly with New Business, Services, and ... Business Development Representative, Account Executive), with a consistent track record of meeting ...

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Customer Growth Sales Account Executive

Dublin, OH · On-site

Engaging in cross-functional collaboration, partnering seamlessly with New Business, Services, and ... Business Development Representative, Account Executive), with a consistent track record of meeting ...

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Customer Service Representative Account Executive information

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$40K

$64.1K

$98K

How much do customer service representative account executive jobs pay per year?

As of Sep 11, 2026, the average yearly pay for customer service representative account executive in the United States is $64,082.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $88,500.00 per year, depending on experience, location, and employer.

What is the difference between Customer Service Representative and Account Executive?

AspectCustomer Service RepresentativeAccount Executive
Primary RoleAssist customers, handle inquiries, resolve issuesAcquire and manage client accounts, drive sales
Required SkillsCommunication, problem-solving, product knowledgeSales, negotiation, relationship management
Work EnvironmentCall centers, retail, customer support teamsSales offices, client meetings, business development
Common CertificationsCustomer service certifications, CRM trainingSales certifications, CRM experience

While both roles involve communication and client interaction, Customer Service Representatives focus on support and issue resolution, whereas Account Executives are primarily responsible for sales and client acquisition. Understanding these differences helps job seekers find the right position based on their skills and career goals.

Is a Customer Service Representative Account Executive a good entry level position?

A Customer Service Representative Account Executive role is often considered an entry-level position that provides foundational skills in customer communication, problem-solving, and sales. It typically requires strong interpersonal skills and may involve training on CRM tools and product knowledge, making it suitable for those starting their careers in customer service or sales. However, the specific requirements and advancement opportunities can vary by company.

What cities are hiring for Customer Service Representative Account Executive jobs?

Cities with the most Customer Service Representative Account Executive job openings:

What are the most commonly searched types of Customer Service Representative Account jobs?

The most popular types of Customer Service Representative Account jobs are:

What states have the most Customer Service Representative Account Executive jobs?

States with the most job openings for Customer Service Representative Account Executive jobs include:

What are popular job titles related to Customer Service Representative Account Executive jobs?

For Customer Service Representative Account Executive jobs, the most frequently searched job titles are:

Customer Service Representative Account Executive jobs near you

Claims/Customer Service Rep

Charleston, WV • On-site

The Health Plan of West Virginia, Inc.
Insurance Services • 51 - 200 employees
Learn more about The Health Plan of West Virginia, Inc.external

Other

Re-posted 27 days ago

Job description

The Claims/Customer Service Rep works with Reinsurance Carriers in filing for reimbursement for groups that have claimants that have gone over the Specific Stop Loss deductible. The Stop Loss Analyst also works with The Health Plan's Account Executives, Claims Team, Financial and Eligibility Teams in order to obtain information needed for the Reinsurance Carrier to reimburse funds to the group.The Claims/Customer Service Rep runs monthly reporting to send out to stop loss carriers, reviews reports to see if claims have exceeded the specific deductible and files any claims over the deductible with the stop loss carrier for reimbursement to the Client. The Claims/Customer Service Rep reviews monthly aggregate reports to see if Monthly Aggregate Accommodation needs to be filed and will file as required. The Claims/Customer Service Rep also reviews Level Funding stop loss reporting submitted by finance to determine if a reimbursement request needs to be filed and will file as required.
Required:

  1. High School graduate or equivalent,
  2. Motivated and works independently,
  3. Detail oriented with good problem solving skills,
  4. Ability to prioritize and meet deadlines,
  5. Maintains confidentiality,
  6. Proficient in Microsoft Office products (Word, Excel),
  7. Easily adapts to changes in work requirements,
Desired:
  1. Previous experience with claims processing and/or call center.
  2. Knowledge of stop loss.
  3. Two (2) years of experience in a claims processing environment with experience in all claim types.
  4. Familiar with client reports, Member EOB's Databytes (BI reporting) and assessing with accuracy and validity of report data.
Responsibilities:
  1. Maintain a positive working relationship with others
  2. Communicte with internal and external customers in a timely, professional and friendly manner
  3. Determine claims potentially eligible for filing
  4. Demonstrate the proper sense of urgency needed for obtaining all information for filing or preparing to file stop loss claims
  5. Communicates with Account Executives to obtain information from the Client required by the stop loss carrier
  6. Files stop loss claims in an accurate, complete and timely manner
  7. Run and/or proved stop loss reporting accuratley and timely including both internally and externally
  8. Works with stop loss carriers, Account Executives, Claims Team, Financial and Eligibility Departments to resolve issues at the root cause
  9. Records and communicates all information clearly and accuratly
  10. Keep all member's protected health information (PHI) confidential

8:00am - 5:00pm
40

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