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.
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
1w
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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
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.