2mo
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Client Support & Benefits Representative
Anaheim, California, United States
RemoteFull Time, Part Time
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.
CRM
2mo
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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.
1mo
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Client Support & Benefits Representative
Anaheim, California, United States
RemoteFull Time, Part Time
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.
CRM
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
2w
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Customer Service Representative
Rancho Cucamonga, California, United States
$69k/yr OnsiteFull Time, Part Time
Provide client-facing support for financial advisor: maintain records, coordinate appointments, contact institutions, assist onboarding; strong communication, Excel/Sheets proficiency, attention to detail.
Microsoft Excel, Google Sheets
2d
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Health Insurance Customer Service Representative (Bilingual in Chinese)
Diamond Bar, California, United States
$4k-$6k/mo OnsiteFull Time
Provide client support for group health insurance inquiries, policy servicing, claims resolution; strong communication, detail orientation, and CRM/Microsoft Office proficiency required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM