10 client support representative jobs at 6 companies in Fallbrook, CA
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Client Support & Benefits Representative
San Diego, California, United States
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivated, basic computer skills for CRM and client management.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivated, ability to work independently, basic computer skills for CRM and client management.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires or welcomes an insurance license (life/health), strong communication and interpersonal skills, self-motivation, basic CRM/computer skills, and ability to work independently in a remote sales environment.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires or willingness to obtain an insurance license, strong communication and interpersonal skills, self-motivation, basic CRM/computer skills, and ability to work independently in a remote, commission-driven role.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires or willing to obtain an insurance license, strong communication and interpersonal skills, self-motivated with time management, and basic CRM/computer skills.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
Supports registered representatives with client paperwork, transactions, scheduling, client outreach, and practice support. Requires high school diploma/GED, some licensing (e.g., Series 6/7/63/65/66 or Life/Accident & Health), administrative/customer service experience, and Microsoft Office proficiency.
AdviceWorks, SmartWorks, Redtail, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Polaris Pharmacy Services: Provide pharmacy services to long-term care and correctional facilities
Provide client-facing pharmacy support to long-term care facilities, conduct training, perform medication audits, follow HIPAA, basic math and computer skills, high school diploma, and state-required pharmacy technician credentials.
Entry Level Insurance Representative - Training Provided
Vista, California, United States
FieldContract
AmeriLife: Provides insurance and retirement products to the senior market.
Valid driver\u000driver's license and reliable transportation; self-motivated, entrepreneurial, client-focused; no prior insurance experience required; company provides licensing support and training.