1mo
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Client Support Representative
Chula Vista, California, United States
OnsiteFull Time
1+ YOE1+ year of experience in customer service or administrative support; proficient in Microsoft Office; strong communication and organization skills; familiarity with CRM software; ability to multitask in fast-paced environment.
Microsoft Office Suite, CRM software
1mo
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Client Support & Benefits Representative
San Diego, California, United States
RemoteFull Time, Part Time
Insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivated, basic computer skills for CRM and client management.
CRM
1mo
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Client Support & Benefits Representative
Irvine, California, United States
RemoteFull Time, Part Time
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.
CRM
1mo
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Client Support & Benefits Representative
Irvine, California, United States
RemoteFull Time, Part Time
Requires or willing to obtain an insurance license, strong communication and interpersonal skills, self-motivated with time management, and basic CRM/computer skills.
2w
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Senior Client Services Representative
San Diego, California, United States
$25-$32/hr HybridFull Time
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
3w
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Client Service Representative
Chula Vista, California, United States
OnsiteFull Time
Customer-service role supporting veterans; attention to detail, experience with medical records/billing a plus, Microsoft Office/Excel and CRM proficiency, basic accounting knowledge, must read/write English and work weekends.
CRM, Microsoft Office, Microsoft Excel
2mo
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Client Service Representative/ Office clerk
Santa Ana, California, United States
$18-$20/hr OnsiteFull Time
0+ YOEEntry level client service role; HS diploma required; strong communication, multitasking, and data entry (40-60 WPM); MS Office skills; in-office, Monday–Friday 8am–5pm; benefits; starting pay $18-$20/hr.
Microsoft Office, Proprietary records management software
2mo
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Agent Services Representative / Marketing Coordinator
Laguna Niguel, California, United States
OnsiteFull Time
2+ YOEProvide administrative, marketing, and social media support; office duties; data reporting and client communications.
Microsoft Office, Adobe Creative Cloud, InDesign, MLS
1mo
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Account Representative - State Farm Agent Team Member
Carlsbad, California, United States
$50k-$98k/yr OnsiteFull Time
Provide customer service, support insurance agents, build client relationships, and assist with licensing training.
1mo
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Customer Service Representative - Customs Brokerage
San Diego, California, United States
$24-$25/hr OnsiteFull Time
Entry-level role handling customs declaration processing, accurate data entry, client billing, compliance, and supporting process improvement and automation; requires strong Excel, Word, PowerPoint skills and analytical communication abilities.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Power BI, Co-Pilot