9 client support representative jobs at 6 companies in Wildomar, CA

2mo
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Client Support & Benefits Representative
Anaheim, California, United States
RemoteFull Time, Part Time
Allen Agency
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.
CRM
2mo
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Client Support & Benefits Representative
Irvine, California, United States
RemoteFull Time, Part Time
Allen Agency
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.
CRM
1mo
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Client Support & Benefits Representative
Irvine, California, United States
RemoteFull Time, Part Time
Allen Agency
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.
1mo
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Client Support & Benefits Representative
Anaheim, California, United States
RemoteFull Time, Part Time
Allen Agency
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.
CRM
1d
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Client Service Representative
Foothill Ranch, California, United States
$17-$22/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEProvide client-facing support in a veterinary hospital: customer service, scheduling, computer/data entry, cash handling, 1+ year related experience, high school preferred, ability to lift up to 50 lbs, fluent English.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
3w
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Customer Service Representative
Rancho Cucamonga, California, United States
$69k/yr OnsiteFull Time, Part Time
Summit Solutions
Summit Solutions: A client-focused organization dedicated to improving individuals' and families' financial awareness and long-term outcomes.
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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Account Representative - State Farm Agent Team Member
Carlsbad, California, United States
$50k-$98k/yr OnsiteFull Time
Alita Ameneyro Insurance Agency
Alita Ameneyro Insurance Agency: Community-focused insurance agency offering client services and sales.
Provide customer service, support insurance agents, build client relationships, and assist with licensing training.
5d
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Entry Level Insurance Representative - Training Provided
Vista, California, United States
FieldContract
AmeriLife
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.
iPad
5d
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Health Insurance Customer Service Representative (Bilingual in Chinese)
Diamond Bar, California, United States
$4k-$6k/mo OnsiteFull Time
TransGlobal
TransGlobal: Provides integrated financial services including insurance, investment, and lending.
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