11 client support representative jobs at 5 companies in West Linn, OR
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Client Support & Benefits Representative
Portland, Oregon, United States
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) life and health insurance agent; strong communication, self-motivation, basic CRM/computer skills; ability to generate leads and manage client relationships.
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 CRM/computer skills, able to work independently and manage time; remote work capability.
MedVet: Provides emergency and specialty healthcare services for companion animals.
Providing client-facing support in a veterinary hospital, managing check-in, phone calls, medical records, and payments; Microsoft Word/Excel competency and strong communication required.
Central City Concern: Provides integrated housing, healthcare, and employment services in Portland.
2+ YOEHigh school diploma or GED, 2 years of professional financial management or budgeting experience, Microsoft Excel proficiency, CPR certification, accounting knowledge, accurate recordkeeping, and ability to support diverse clients.
MIP, Microsoft Excel, Social Security Administration (SSA), HIPAA, EMR
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
Entry-level B2B sales role requiring relationship building, client education, community outreach, CRM use, strong communication, and willingness to obtain state insurance license (support provided).
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
Entry-level B2B sales role with licensing support; requires relationship building, client education, CRM use, and ability to work independently in the field.
Divinity Group: Sells supplemental insurance policies to businesses and individuals.
Business-to-business insurance sales role demanding self-reliance, strong communication, goal orientation, and the ability to build client relationships; licensing support provided.
Divinity Group: Sells supplemental insurance policies to businesses and individuals.
Territory-based B2B insurance sales role requiring strong communication, self-reliance, goal orientation, resilience, and ability to build client relationships; CRM and licensing support provided.
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
1+ YOEMinimum 1 year B2B/client-facing sales experience, willingness to obtain state health license (support provided), local travel for in-person sales, strong communication and organization, mentorship/coaching a plus.
Leigh & Co. Events: Provides professional wedding planning and nationwide day-of event coordination services.
Organized, professional, client-focused event support for weekend weddings; able to set up décor, coordinate vendors, assist timeline execution, and represent the company.
The Edelson Agency: Provides life insurance and debt elimination financial strategies.
Remote sales role requiring discipline, honesty, strong communication, willingness to learn; training and daily support provided. Responsibilities include scheduling appointments, assisting clients with applications, and following through to approval.