Customer service advisor jobs in Oceanside, CA

A fast-growing wealth advisory practice based in Orange County is seeking a Client Service Associate to support its advisors. This is an opportunity to join a firm where client service, professionalism, and growth are prioritized. If you have a strong attention to detail and a passion for helping clients, this role might be for you. You'll work closely with senior team members and have a direct impact on the day-to-day operations of the firm. Key Responsibilities: Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support. Respond promptly and accurately to all client inquiries. Handle all client scheduling for meetings with investment advisors. Maintain accurate records and documentation in accordance with regulatory requirements and firm policies. Uphold compliance standards and contribute to operational best practices within the firm. Required Qualifications: 4+ years of experience working in a wealth management firm in client relations. Active Series 7 and Series 66 licenses. Bachelor's degree in Business or Finance Knowledge of financial services products, including equities, bonds, mutual funds, options, annuities, and managed accounts. Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support. Compensation & Benefits: Salary range: $80k-$90k Health coverage including medical, dental, and vision insurance. Retirement Plan Paid Time Off

We are seeking an experienced customer service professional to sit onsite in a hybrid working environment for a large electronics manufacturing company in Carlsbad, CA. This person will be a part of a customer-oriented team that is attentive to all customer needs. The team thrives on delivering on customer needs and works in a timely manner in a solutions-oriented environment. Responsibilities: Key accounts point of contact for customer service. Support role for trade compliance processes. Consistently viewed as an “owner” of process and transactional challenges that arise. Coordinate customer inquiry and manage spares and system order processing steps between sales, factory, and logistics teams where standard order content can't be established due to high complexity. Attempt to resolve or advance customer escalations. Qualifications: 1+ years of Customer Service experience Experience from a product-based company and comfortable with shipping and logistics coordination (ex. med device, warehousing) Microsoft Office Suite and Excel experience Strong attention to detail Strong written communication skills High school Diploma or GED Compensation: $24/hr Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer service representative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity. Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds Office Rotation: Tuesday/Thursday & every other Friday Must live in commutable distance to Irvine, California Work from Home Rotation: Monday/Wednesday & every other Friday Competitive pay rate- $26 Why should you apply:Medical and dental benefits Opportunity to gain valuable experience. Enjoy a positive and supportive work environment. Paid training to ensure you have the skills & knowledge to succeed. What's a typical day as a Customer Service Representative? You'll be: Processing product complaints through queues and other communication channels. Maintaining a positive experience while investigating complaints in a timely and courteous manner. Accurately updating databases with pertinent details & product information. Escalating issues based on severity to appropriate levels as needed. Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints. This job might be an outstanding fit if you: Have a high school diploma or equivalent. Have at least 6 months of customer service experience Have strong problem- solving and organizational skills. Are able to work in a fast-paced environment. Are able to work a hybrid work schedule comprised of weekly office & remote requirements. What happens next: Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more. Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer Service Representative today. About Kelly Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year. Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Acerca de kelly El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquí en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año. Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orígenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.

Hours: Mon - Fri 8am - 4:30pm Duration: Temporary to permanent, growing our team! Pay Rate: $21 - $23/hr Ultimate Staffing Services is actively seeking a dedicated individual for the Customer Service position in the medical device industry. This role focuses on supporting patients with resupply orders related to their devices, adjusting orders etc. The role is tailored for someone passionate about delivering exceptional customer support within the medical device industry. This role involves assisting customers via email and phone regarding resupply orders and collaborating with suppliers, physicians, and patients to ensure that all necessary equipment and information are accurately managed and documented. Responsibilities Assist customers by answering emails and phone calls, managing a moderate volume of inquiries. Assess patient reviews of equipment to ensure satisfaction and quality service. Verify documentation for insurance and prescriptions to guarantee compliance and accuracy. Document and report product complaints and compliments to improve customer experience and product quality. Maintain and complete daily tasks as assigned by leadership to ensure smooth operations. Run regular insurance verifications as needed to support the resupply process. Requirements High School Diploma or equivalent. 2+ years of customer service experience over the phone. Experience in the medical device or healthcare industry is preferred. Ability to work effectively in a team-driven environment. Desire to grow, this organization is recognized for promotion from within and is GROWING Additional Details Ultimate Staffing Services is committed to providing a supportive and dynamic work environment for its team members. The ideal candidate will thrive in a collaborative setting and be eager to contribute to the success of the organization and its clients. If you meet the above requirements and would like more information, please apply today! All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Blue Tees Golf is a dynamic, fast-growing consumer electronics golf equipment company that is revolutionizing the golfing experience. We specialize in the design, development, and distribution of innovative products that enhance the performance and enjoyment of golfers worldwide. We aspire to be more than another golf technology brand. We champion the progression of the game and motivate golfers to Play Different. That's why at Blue Tees Golf our mission is to make high-quality equipment accessible to all golfers. Job Summary We're seeking a highly organized, motivated, and detail-oriented Customer Service Representative (B2B & Refurb Support) to join our San Diego office. This hire will work in-person, supporting both B2B wholesale partners and the refurbishment operations team, while also assisting with e-commerce customer inquiries as needed . This is a well-rounded CS role that will work closely with and report to the Customer Service & Refurbishment Operations Coordinator. You'll learn directly from Alex and collaborate daily with the Product, Operations, and CX teams - an ideal growth opportunity for someone who wants to become a senior CS team member or future CS leader. Responsibilities B2B Customer Service (Primary Focus) Serve as the main point of contact for wholesale (B2B) accounts, ensuring timely, accurate, and professional communication. Manage B2B warranty claims, returns, and credit memos. Enter, update, and track wholesale orders and partner shipments. Maintain clean and accurate partner data in NetSuite, HubSpot, and 3PL systems. Monitor open B2B cases, ensuring prompt follow-up and resolution. Support partner onboarding, product questions, and ongoing account communication. Identify recurring partner issues and share insights with Sales and Customer Success. Refurbishment Program Support Work closely with the Customer Service & Refurbishment Operations Coordinator to support daily refurb workflows. Assist with refurb intake, order documentation, labeling, and communication between refurb, inventory, and CS. Ensure clear communication between the refurb program and the B2B side when partners request replacements or upgrades. Help maintain accuracy between returns, refurb status, and B2B partner expectations. Process returns through the refurb process following established SOP's and reporting processes Support shipping and receiving processes for returns, refurbs, and general SD office E-Commerce Customer Support (Secondary / As Needed) Assist with complex or escalated DTC tickets in partnership with Alex Henry. Provide coverage for e-commerce support during peak season, launches, or staffing gaps. Become cross-trained in e-commerce systems and communication channels. Skills and Requirements 1-2 years of customer service experience (B2B, wholesale, or retail distribution preferred). Strong written and verbal communication skills; professional, calm, and solutions-oriented. Highly organized with strong attention to detail, accuracy, and follow-through. Experience with CRM or order management tools (NetSuite, Shopify, HubSpot, SPS Commerce, or similar). Ability to multitask and stay organized in a fast-paced environment. Ability to follow warehouse and refurbishment safety procedures, including safe handling of products, equipment, and packaging materials. Willingness to learn refurb processes and collaborate in an operational setting. Positive attitude, collaborative mindset, and a strong customer-first approach. Interest in golf, technology, consumer electronics, or sporting goods is a strong plus. Education & Experience Bachelor's degree preferred, or equivalent combination of education and experience. Experience supporting wholesale accounts, consumer electronics, or sporting goods is a plus.

Contract role- 3 months Duration: 3 Months About the Role: We are seeking a detail-oriented and customer-focused individual to join our team for a 3-month temporary assignment. This role is ideal for someone with strong communication skills and proficiency in data entry who thrives in a fast-paced environment. Key Responsibilities: Provide exceptional customer service in person and over the phone Accurately enter and update customer information in company systems Handle inquiries, resolve issues, and ensure customer satisfaction Maintain organized records and follow company procedures Qualifications: Excellent verbal and written communication skills Strong attention to detail and accuracy in data entry Ability to work on-site in Riverside, CA Previous customer service experience preferred Schedule: Full-time, on-site Pay Rate: $20 to $22 per hour Benefit offerings: include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act • Los Angeles City Fair Chance Ordinance • Los Angeles County Fair Chance Ordinance for Employers • San Francisco Fair Chance Ordinance

**Direct Hire with reporting to Costa Mesa, CA** The Customer Service Representative I (CSR I) is responsible for handling customer inquiries into the Service Center. This may include phone and email response, walk-in center customer service, inbound call customer service and inbound mail response. CSR may be reassigned on a long term or temporary basis to other shifts or other schedules to balance manpower or meet the needs of the company. DUTIES AND RESPONSIBILITIES include some or all of the following. Supervisor may assign other duties as needed. Serve as the first point of public contact for all customer service issues Promote positive customer relations with customers and coworkers Respond to calls from the public and provide general information and service Maintain a thorough knowledge and understanding of the customer service center and operations to assist customers and resolve problems Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution Quickly and accurately identify and assess individual needs, as well as take the appropriate action steps to satisfy those needs Maintain customer records by updating account information. Process requests for new customer accounts Open cases for unsolved customer inquiries Process customer disputes Process the closing of customer accounts and initiate refunds when required Perform updates to toll violations, violation payments, customer payments or accounts to keep demographics, vehicle, and credit card information current Consistently meet established productivity, schedule adherence, and quality standards. Communicate effectively with a variety of people across various levels both within and outside the organization. Make positive suggestions on improving and streamlining workflow processes and enhancing profitability Develop a strong teamwork ethic Follow communication procedures, guidelines, and policies Provide face-to-face customer service with walk-in center customers when required Respond to customer emails from the customer service email inbox to answer questions and provide assistance when required Respond to customer chat and text to answer questions and provide assistance when required Other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Excellent phone etiquette Excellent verbal communication skills Excellent attendance and punctuality Enjoy providing prompt and timely service to our customers Possess strong interpersonal skills and have compassion and empathy for customer situations Be energetic, self-motivated, and quick-thinking Ability to work in a team environment or independently while being flexible and open to learning new experiences in a fast-paced changing environment Ability to read and comprehend normal instructions, correspondence, and memos Ability to effectively present information in one-on-one situations to customers, clients, and other employees of the organization Ability to apply common sense understanding to carry out detailed written or oral instructions Ability to work flexible eight (8) hour shift between 8:00 a.m. to 6:00 p.m. Monday to Friday Must be able to pass background and drug screenings Ability to achieve and maintain departmental performance standards PHYSICAL DEMANDS Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA (Family Medical Leave Act) and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to adhere to strict attendance requirements Primarily sedentary physical work requiring ability to lift a maximum of 10 pounds Must be able to lift, carry, walk, and stand Vision for reading, recording, and interpreting information Frequent speech communication, hearing and listening to maintain communication Daily use of computer and keyboard, standard office equipment and telephone Ability to access, input, and retrieve information from the computer Frequent hand/eye coordination to operate computer keyboard and office equipment Noise level in the work environment is quiet to moderate SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibility. Education and/or Experience High school diploma or general education degree (GED) Customer service experience a plus Bilingual Spanish is a plus Bilingual Vietnamese is a plus

First 90 days: fully in office After 90 days: 3 days in office, 2 days hybrid Based throughout Southern California, Retrospec is committed to a no-barrier, inclusive entry to nature and honest conversation about the industry. Over the past 16 years, Retrospec has grown exponentially to serve consumers of all ages, ignite their passion for fresh air, and fuel their love of nature through all seasons. Everything we create is designed and tested in beautiful California to ensure it's ready for your next journey. Choosing the road less traveled is rarely easy, but always worth it. About the Role We're seeking an experienced, empathetic, and technically skilled Customer Service & Bike Tech to join our growing team. This hybrid role combines technical bike expertise with exceptional customer care, supporting both our direct-to-consumer (D2C) and dealer (B2B) channels. You'll be the go-to expert for customer and dealer inquiries, troubleshooting bike and e-bike issues, managing warranty claims, and ensuring every interaction reflects the Retrospec brand's commitment to quality, integrity, and outdoor adventure. If you thrive in fast-paced environments, love helping people, and enjoy problem-solving with a hands-on approach, we'd love to hear from you. Responsibilities Receive, research, and respond to customer and dealer inquiries via phone, email, chat, and social media with empathy and professionalism. Provide expert-level knowledge and troubleshooting support for bikes and e-bikes, including assembly, repair, maintenance, and general technical questions. Manage consumer and dealer warranty claims, acting as a liaison between customers, sales, product, and warehouse teams. Walk customers through assembly and troubleshooting steps clearly and confidently via phone or email. Process returns, exchanges, and replacement parts with attention to accuracy and customer satisfaction. Collaborate with the warranty, sales, and warehouse teams to ensure timely resolutions and a seamless experience for both consumers and dealers. Build and inspect new and returned bikes for troubleshooting and quality control, as needed. Respond to and monitor social media inquiries and reviews, escalating trends or product feedback to the appropriate teams. Track and flag recurring issues, inefficiencies, or product concerns to improve customer experience and operational processes. Maintain accurate communication records in Gorgias using automations and workflows to manage volume efficiently. Communicate customer insights and product feedback constructively to product development, sales, and marketing teams. Quickly become familiar with the Retrospec brand voice, customer service protocols, and software platforms to provide high-quality support. Assist with additional customer service and clerical tasks as assigned. Qualifications 2-3 years of ecommerce customer service experience; bike industry experience highly preferred. Strong understanding of bike and e-bike mechanics, assembly, repair, and maintenance. Exceptional written and verbal communication skills with a friendly, professional demeanor. Experience with customer service tools such as Gorgias or Zendesk. Proven ability to manage a high volume of tickets, calls, and multi-channel inquiries efficiently. Highly organized, detail-oriented, and capable of multitasking in a fast-paced environment. Proficient computer literacy and quick adaptability to new systems. AA degree preferred; high school diploma or equivalent required. Experience managing warranty processes and dealer accounts is a plus. Familiarity with social media or online community communication is a bonus. Passion for outdoor recreation, cycling, and the Retrospec mission. Physical Requirements: Must be able to lift and move items weighing up to 75 lbs as needed.

Specialized Recruiting Group, Irvine is seeking a Customer Service Representative for a third-party logistics firm specializing in the medical device industry. This is a permanent, evaluation hire, career opportunity in the Irvine, CA area. Base compensation starts at $21.00 to $26.00/hour. Responsibilities Processing inbound calls from internal and external customers Providing customer support for medical devices and consumer electronics Researching information requests Data entry Requirements Medical device and or logistics industry experience Previous office-based customer service experience Excellent English communication skills (spoken and written) College degree a benefit but not mandatory Professional, positive and friendly personality Intermediate Word, Excel and Outlook ability At Specialized Recruiting Group, our team of employment professionals is deeply connected with local businesses that are actively hiring, giving you a competitive edge in your job search. Whether you are seeking a full time position or a contract role, our experts are here to help at no cost to you. Enjoy personalized support and access to exclusive job opportunities when you partner with Specialized Recruiting Group.

Responsible for the timely and accurate data entry and input of customer orders into our Enterprise Resource Planning (ERP) system. Enter and accurately process a high volume of daily orders (150 - 200 daily). Initiate customer contact via phone and or email communication on an as needed basis to verify order information. Provide exceptional service to inbound customers over the phone and via email to place new orders and provide availability and delivery information. Responsible for the electronic processing and exception handling of electronic orders in system. Consistently meet or exceed productivity and quality expectations to support legendary service targets and surpass customer satisfaction; Identify and solve any potential roadblocks that could affect those goals. Confidently navigate multiple system applications to deliver legendary service in every interaction throughout the order life cycle. Run reports generating order entry snapshots to keep team informed on daily progress and trending versus goals. Be an agent of change - listen to ideas, share thoughts, and work together to implement process improvements. Escalates customer issues to management. Provides ongoing data entry support to the Customer Care Department on an as needed basis. Assist Associate Customer Service Representatives with addressing customer expectations. Identify any discrepancies or potential obstacles that could impact on-time delivery to effectively communicate with the customer for a timely resolution. Be the subject matter expert on the intricacies and fulfillment criteria of multiple ordering platforms. Be familiar with the specific customer needs for various public and private research institutions. Properly route or address non-technical customer inquiries regarding delivery information of current and previous shipments, the status of their orders, and invoices. Maintain a professional level of privacy regarding confidential customer information. Actively participate in our daily department meetings, owning metrics and providing thoughtful insight and solutions to challenges. Become eligible to serve as a Qualified Trainer for the team. Other projects or responsibilities as may be required. Skills: 2-3 years of applicable Customer Service experience 2-3 years of experience entering high volume of data or orders (150-200 daily) 2 years of experience with Enterprise Resources Planning (ERP) systems 2 years of experience with Customer Relationship Management (CRM) systems Education: Bachelor's Degree or equivalent combination of education and experience Proficient knowledge of Enterprise Resources Planning (ERP) systems Proficient knowledge of Customer Relationship (CRM) systems Proficient experience with EDI order processing Experience with multiple order source platforms A desire to enact change and strive for innovation Proficiency with 10-key Strong computer skills, minimum intermediate proficiency with MS Office programs Ability to work in a dynamic, fast-paced environment Independent self-started who strives to meet and exceed goals Strong attention to detail - accuracy is essential Proven excellent verbal/written communication Proven track record of de-escalating customer issues with sympathy and empathy

Responsible for both the customer service experience and member retention efforts for the organization, the Client Services Advisor (CSA) seeks to ensure a World class service experience for all the constituents of the Vistage-inspired community, and therefore functions as the designated single point of contact for our 800+ Chairs and our 19,000+ U.S. membership base. In addition to the essential duty of supporting Chairs, the CSA will also be measured on his/ her ability to re-engage those active members who are seeking membership alternatives and directing them accordingly, so a similar past work experience of applying empathetic, active listening skills with conflict resolution to address member ‘pain points' while providing alternative solutions in order to keep the member satisfied, is critical. This position requires regular phone/email conversations with C-level clientele, including internal staff, so it requires considerable tact, discretion and persuasion in order to obtain willing action and consent from those involved. A keen understanding of the audience being supported, coupled with the ability to build and maintain significant and enduring business relationships is a must to be successful in this high impact role. THE COMPANY Vistage is the world's largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact. The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 countries worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and achieve better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts. Vistage was founded more than 65 years ago, and we've grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at **************** VISTAGE EMPLOYEE LIFE Vistage's success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here's a sample of the employee experience that helps drive our success: Welcome to our home. Our US headquarters sits in the heart of San Diego's UTC area. It features an open, modern aesthetic with lots of collaboration spaces and opportunities to interact with co-workers. We stay fueled up with free snacks and a weekly free lunch day, along with free lattes and nitro cold brew coffee on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world. We sweat the details. Our on-site gym is decked out with Peloton bikes and other top-tier fitness equipment to keep your workout challenging and fresh. Our campus also offers access to an additional gym, volleyball courts, and a scenic office park, perfect for getting in those midday steps! We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within, and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center. Employees also have access to tons of individualized development resources and a generous tuition reimbursement program. We invest in you. Our employee benefits program is one of the most generous you'll find. Fully-paid healthcare is provided for employees through Aetna, along with access to dental, vision, and life insurance coverage available to employees at very low rates. Take care of your financial future with eligibility for 401(k) matching funds after your first month as an employee. Use the free individual investment counseling we provide to help you grow the money you've saved. You'll also start with 16 days of paid time off + 12 paid holidays per year to allow you to relax and recharge. Employees receive additional annual paid days off based on tenure. We keep it fun! Whether you're with us in the Padres luxury suite enjoying our summer baseball outing, unwinding during an employee happy hour, or toasting your co-workers at our epic annual holiday party, you'll see that we take having fun as seriously as helping our members succeed! The office vibe is business casual with flexible schedules, along with the freedom to work from home three days per if you so choose! We value mutual respect and laughter . . . we hate stiff formality. You'll have regular access to Vistage executives-our CEO even buys everyone doughnuts to fuel his informal employee chats! Vistage's culture and sense of mission drive employee loyalty: more than half of our staff has been with the company for five years or longer. Are you ready to start your Vistage journey? ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. QUALIFICATIONS: To perform this job successfully, an individual must be able to conduct each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Able to engage top-level candidates (CEO, Key Executive, Small Business Owner) in candid conversations over the phone. Works collaboratively with other team members to coordinate efforts, share best practices and capitalize on opportunities. Works with field management to determine opportunities for market penetration. Makes recommendations to Manager of Client Services regarding opportunities to maximize retention. Serve as the ‘Corporate Advocate' on-boarding new members of newly launched and existing Vistage peer groups, helping members during their tenure better leverage the Vistage program and conducting exit interviews to save pending member resignations. Service Clients (Chairs, members, speakers) with a myriad of matters, including but not limited to support, problem solving, coaching, promoting Vistage initiatives, general technical support, accounting and membership, observing a 24 hour service level agreement. Develop strong relationships within the Vistage community- including Chair, members, and internal departments in order to ensure open communication. Attend as many team building activities, Employee Engagement/ Development Days, and any other invited Vistage community events; may occur outside of normal business hours. Periodically attend group meetings, Vistage Conferences, and marketing events. This may involve travel local to San Diego and within the US. EDUCATION & EXPERIENCE Strong customer service skills; ability to interact with C-level clientele. Project management or business development background preferred. Previous experience in solution selling/relationship selling to C-suite clients 5+ years' experience with inside phone sales/ consulting/ customer service Strong understanding of Salesforce CRM tool (2+ years) preferred Excellent verbal/written communication skills Strong multi-tasking and organizational skills, with the ability to prioritize workload Ability to diffuse potential conflict in a professional manner Computer knowledge to include Windows, MS Office, Salesforce and Internet research Working knowledge of basic accounting practices Some travel within the U.S. is required Bachelor's degree preferred TOTAL COMPENSATION RANGE $70,000 - $75,000 Salary + 6.5% Bonus (salary based in San Diego, CA) JOB LOCATION Hybrid in San Diego; 3 days onsite, 2 days offsite

Essential Duties and Responsibilities Be the first point of contact for customers wanting to cancel services. Engage with customers to identify cancellation reasons and offer tailored solutions. Communicate the value of services to reinforce customer commitment. Use negotiation and de-escalation techniques to maintain customer relationships and reduce churn. Track retention metrics, including save rates and customer feedback. Keep detailed records of all interactions in CRM systems. Collaborate with internal departments to resolve customer issues efficiently. Follow up with customers to ensure satisfaction post-resolution. Demonstrate thorough knowledge of service offerings and pricing to advise customers confidently. Handle all interactions with empathy and professionalism. Meet or exceed monthly retention KPIs, such as customer saves and call quality. Participate in ongoing training to stay updated on company services and policies. Utilize Microsoft Teams, Outlook, and other relevant tools. Perform additional duties as assigned. Customer Engagement Connect with customers proactively through phone and email. Build strong relationships by understanding their needs and preferences. Issue Resolution Address customer inquiries and concerns with professionalism and urgency. Work with internal teams to resolve issues efficiently. Upselling & Cross-Selling Identify opportunities to recommend additional services or products. Educate customers on the benefits of enhanced offerings. Customer Feedback Collect and share customer insights to support service improvements.

Handles previous and current Sales and Service clients whose key role is Retaining both Service and Sales clients. You will work to secure Used Car Inventory using our Lease Maturity Tools and appointment setting tools for our Sales Department by collaborating with the Sales Managers, Service Manager, Service Advisors, and Audi Brand Specialist. You'll be able to work with both Sales and Service Departments and convert Service Opportunities into New and Used Car retail Sales. Essential Duties: Assists and greets customer on both the Service Drive and Sales Department with the intention of retaining the client and or purchasing their current vehicle. Assists the Service and Sales department in a supportive role with current, previous, and new clients with trouble shooting or vehicle questions. Working monthly lease maturity portfolio. Making appointments for lease end customers to come in and review lease end options with the sales manager. Demonstrate the ability to communicate through a wide array of digital tools and platforms. With competency in Microsoft programs like (Excel, Outlook, Word, etc.) and keen to learn new technologies. Highly disciplined approach and works efficiently to meet the needs of guests, sometimes dealing with multiple guests simultaneously. Keeps updated and is capable of absorbing and retaining information regarding vehicles, the technology within and value added products. Demonstrates vast knowledge of the Audi product lineup, helps sales/service staff with understanding new technologies/updates. Attends sales meetings. Maintains professional appearance and workspace. Sells and delivers professional service when needed in the sales department Processes sales paperwork in accordance with dealership policies Keeps up-to-date on new Audi products and services within the industry. Will be responsible for clean and tidy showroom and vehicle display. Approaches and greets overflow sales prospects in a timely manner. Exhibits a high level of commitment to customer satisfaction. We don't believe in high pressure sales. We simply help our customers find the vehicle that meets their needs, while giving them a great experience. We price our vehicles based on extensive research to be highly competitive and our management staff will coach you to success! Audi Carlsbad has introduced an all-new compensation package that pays you in several different ways. · Guaranteed hourly wage · Volume / Unit bonuses · Flex scheduling featuring 2 full days off every week plus an early and a late day · You will receive a wide range of benefits including FULL medical, dental, and vision insurance · Discounts and an associate pricing program on vehicles, parts and service · Support for continuing education and personnel development are included

Be a part of our team! Dogtopia, the industry leader in dog daycare, boarding, and spa services has immediate openings for energetic, organized, business-minded individuals that will be the first point of contact as Canine Concierge. We are looking to make 2 hires (PT). Candidates should LOVE dogs and be proactive in their development towards becoming better canine citizens - and, upon successful completion of training, can even bring their dog to work! What we offer: Lets look at what Dogtopia does for you. Its always bring your dog to work day! Education in basic dog obedience and training Fun, dynamic team culture Career progression based on performance Additional certification programs available Competitive wages with flexibility in scheduling Learn key skills related to customer service, teamwork, or even sales Benefits for Full-Time team members Now that we have the fun out of the way, lets get into the what you can offer us. Day to Day Duties Selling daycare enrollments Leading tours of our facility Booking Meet & Greet appointments on the phone Making phone calls to leads Following-up with Pet Parents and Dogs via phone and text Posting to Instagram and Facebook Using computer software including MS Office, iOS and more Multi-tasking--delivering customer service while balancing needs of Canine Coaches in playrooms Cleaning Managing a POS system Greeting EVERYONE that walks into Dogtopia! Understanding Dogtopias Noble Cause Understanding our Dogtopia-isms The Rules by which we, as DOGTOPIANS live by are: We LOVE life unconditionally like a dog. We STAY loyal to our pack. We CHASE the absolute highest standards of safety. We PLAY to our fullest potential. We TREAT every day like Its the Most Exciting Day Ever! Clean and Safe Environment -to ensure our furry friends are always in a safe and clean environment we take pride in working as a team to get all the nitty gritty complete Maintain and update cleaning schedule, along with holding themselves and team accountable to the Dogtopias safety and cleaning standards. Inventory management of office supplies. Communicates behavior modification plans to pet parents and any behavior challenges. Customer Service & Presentation Maintains a neat and organized Front Desk team and area at all times. A self-starting individual with VERY STRONG organizational skills Sets the example for the team on the 3 Ss (smile, story and satisfaction) and hold accountable to internal and external customer service standards. Answering Phones, emails and questions from Pet Parents Strive for high customer review ratings! ENJOY your team! GROW your team! And PLAY to your fullest potential As the Canine Concierge you are responsible to work with all customers and team members to ensure our customer experience sets the highest standards and satisfaction of our customers. Please take a moment and watch this short video to learn more about the brand: ******************************************* Qualifications: Must love dogs Ability to spend up to 100% of work time standing Ability to work flexible days and hours, including holidays and weekends Ability to work cohesively with others in a fun, fast paced environment Strong customer service skills, along with customer tolerant Ability to make/take phone calls while still assisting lobby Must be comfortable with upselling Job Type: Part-time Benefits: Employee discount Flexible schedule Work Location: In person #PM25 Requirements: Compensation details: 17.25-17.25 Hourly Wage PI4dc11d11572c-31181-38935045

The City of Santa Ana is looking for individuals who are results-oriented, possess great attitude, demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having highly talented employees provides the best service to the community. The position is assigned to the Communications Unit, which is a 24-hour, seven-days-per-week operation. Under general supervision on an assigned shift, receives emergency and other calls for service and dispatches appropriate personnel and equipment utilizing computer aided dispatch, telephone and/or radio communications equipment. Applications are currently being accepted on a continuous basis, however this recruitment can close at any given time and without notice. You are encouraged to apply immediately. * Receives 911 emergency calls and major emergency disaster calls from the public for police or other emergency services * Evaluates information to determine location of the emergency and the appropriate personnel and equipment needed * Dispatches emergency units on the computer aided dispatch * Maintains contact with all units on assignment to determine status and location * Provides assistance and explains response procedures * May coordinate with state, county and other local agencies to provide information and coordinate call responses * Answers non-emergency calls for assistance, screens calls and routes calls to appropriate person or office * Inputs data into calls for service for police response * Coordinates with local, state and federal agencies for related information; performs entries into the California Law Enforcement Telecommunications System * Tests communications equipment and reports malfunctions * Performs other functions as assigned One year of clerical or other work experience involving public contact. Graduation from high school or G.E.D. equivalent may be used in combination with experience to provide the knowledge and abilities listed below. Lateral applicants must have completed a probationary period as a Police Dispatcher and possess at least one year of experience as a full-time Police Dispatcher in the state of California within the last three years. Applicants must also possess a valid POST certified Public Safety Dispatcher Basic Course certificate. Additionally, applicants should have the knowledge and abilities listed below Ability to learn: principles, practices, and procedures involved in public safety communications work; operation of radio/telephone receiving and transmitting equipment; some of the geography of the City and the location of streets and important buildings. Ability to: type 35 words per minute; differentiate basic colors; speak clearly in a well modulated voice using good diction; work under stress and exercise good judgment in emergency situations; adjust quickly to changing situations; keep records and prepare reports; hear accurately; effectively read and interpret maps; and establish and maintain effective working relationships with other employees and the public. CHARACTERISTICS OF SUCCESSFUL PERFORMERS: Appropriate individuals prefer a fast paced, highly demanding work environment. They must be logical, level headed, and able to react appropriately and quickly in crisis and in routine situations. As the key link between the Police Department and citizens, dispatchers must be polite, patient and tactful with a focus on community oriented service in support of the Chief's Community Oriented Policing Philosophy. All applicants are required to complete and submit a City application form online, as well as complete the supplemental questionnaire. Please note that resumes will not be accepted in lieu of an online application. To apply, click on the "Apply" link located at the top of this page. New users must create an account first. Click on this link for instructions on how to set up your account and apply for the first time: Online Employment Application Guide. NOTE: THE APPLICATION FORM MUST BE COMPLETED IN ITS ENTIRETY. WORK HISTORY MUST GO BACK AT LEAST 10 YEARS (IF APPLICABLE). PAY SPECIAL ATTENTION TO THE 'REASON FOR LEAVING' FIELDS, AND 'DATES OF EMPLOYMENT (YEAR)' FIELDS. ANY APPLICATION WITH ONE OR MORE UNANSWERED FIELDS WILL BE CONSIDERED INCOMPLETE. Applications and answers to the supplemental questionnaire will be thoroughly reviewed by the City staff. Those candidates who possess the most pertinent education, training, experience, and qualifications, will be invited to participate in the selection process, which will include the following (components 2 through 4 may be administered in different order): 1. Audio Typing Test (Performance Exam) (Qualifying): candidates are required to demonstrate a minimum net typing speed ability of at least 35 words per minute. This exam will be available to take online via the testing platform eSkill 2. ECOMM National Examination (Weighted 50%): includes multiple-choice video simulations and computer administered tests in which candidates must listen, multitask, analyze dynamic information, illustrate good judgment in controlling callers, determine the accurate response to callers, and perform accurate data entry. The examination is administered by the National Testing Network (******************************** DO NOT TAKE THE FRONTLINE EXAM UNTIL YOU RECEIVE E-MAIL COMMUNICATION FROM STAFF STATING YOU MEET THE MINIMUM QUALIFICATIONS. (This component will be waived for qualifying lateral applicants) 3. Dispatcher & Background Orientation (Qualifying): hosted by Police Communications staff and covers important topics such as interview preparation, interacting with police personnel and the hiring process. Candidates will also meet with a background investigator and asked to prepare a personal statement and complete a background packet. 4. Sit-Along (Qualifying): allows applicants to shadow a Police Services Dispatcher to experience the day-to-day of the position. 5. Oral Interview Examination: (Weighted 50%) candidates will meet with Police Communications staff, who will evaluate each their training, experience, education, and personal qualifications for the position. NOTE: Candidates must pass every component listed above in order to be placed on the eligible list. Following the completion of the aforementioned civil service recruitment process, the Police Department will receive the names of candidates eligible for hiring consideration and will contact candidates directly to schedule departmental selection interviews with the Police Communications Manager or designee. Candidates who pass the departmental selection interview will be referred to the background unit for a thorough police background investigation. Contents of the background file and results of the background investigation may also be reviewed by the Police Chief prior to selection. The review of suitability for employment will include an examination by a licensed psychologist, a polygraph examination, and a medical examination. Bilingual Oral Fluency Examination (If applicable): will evaluate ability to communicate effectively in both English and Spanish. This component may be administered prior to hire date. Bilingual fluency pay is an additional $300 per month, which is not included in the salary listed at the top of this bulletin. The City of Santa Ana is an equal opportunity employer. If you consider yourself a person with a disability, you may contact us regarding providing reasonable accommodation.

Entry Systems, a family-owned garage door and gate company serving Orange County since 1972, is hiring a Customer Service & Sales Support - Garage Door Design Advisor in Laguna Hills. In this role, you'll blend customer service, scheduling, and design advising to create excellent experiences for our customers. What You'll Do: Answer multi-line phones, schedule repair appointments, and process payments. Serve as the first point of contact for new garage door sales: guide customers through style and feature options, prepare estimates, and follow up to move projects forward. Welcome showroom visitors (5-10 per week) to review samples, colors, and designs. Accurately manage customer details, job notes, and payments in our system Represent Entry Systems with polished communication, excellent phone etiquette, and a professional presence. Stay current on product knowledge and design trends (training provided). Schedule: Full-time, Monday-Friday, 8:00 am-5:00 pm (no nights or weekends). Pay & Benefits: $22/hr DOE base pay + commission after 90 days, plus full benefits (health, retirement, paid vacation, sick pay, holidays). Requirements Strong communication skills with excellent phone etiquette. 5+ years of office experience in customer service, scheduling, or administrative support. Comfortable working in a professional office environment, handling phones, scheduling, and data entry daily. Organized, detail-oriented, and accurate with data entry and follow-ups. Professional and polished demeanor in person and on the phone. Proven ability to handle multiple priorities while maintaining accuracy and professionalism. Preferred (Nice-to-Have): Experience in a showroom or other customer-facing sales environment. Background in home services, construction, or design-related industries. Familiarity with preparing quotes, estimates, or project proposals. References required.

Transdev in Irvine, CA is hiring a Reservationistto intercept customer calls and schedule transportation. We are seeking friendly, customer service-oriented people who are dedicated to safety. Transdev is proud to offer: + Competitive compensation package of minimum$18.13/hr - $18.67/hr Benefits include: + An excellent benefits package including medical, vision, and dental coverage and 401 (k) savings plan + Paid holidays, vacation, and sick time Benefits may vary depending on location policy. The above represents the standard Corporate Policy. Key Responsibilities: + Answer customer calls and input ride information using a computerized scheduling system. + Enter new customer information and changes into the system. + Enter data with an error of 1% or less for notation of transportation type, pickup times, appointment times, addresses, and other information as outlined in the operations and procedures manual. + Resolve service-related complaints. + Documents trip authorization according to procedures. + Other duties as required. Qualifications: + High school diploma or GED required. + Reservationist or customer service experience. + Computer literate + Excellent communication and listening skills. + Exercise professional telephone etiquette. + Subject to a DOT drug testing and physical if applicable. DOT Regulation 49 CFR Part 40 does not authorize the use of Schedule I drugs, including cannabis, for any reason. Physical Requirements: + Must be able to work shifts or flexible work schedules as needed. + The employee is generally subjected to long periods spent sitting, typing, or looking at a computer screen. + Work environment will be a combination of both indoors and outdoors. About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at******************** watch an overview video at******************* O5cv0G4mQ The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. California applicants:PleaseClick Herefor CA Employee Privacy Policy. Job Category: Operations Support Job Type: Full Time Req ID: 5937 Pay Group: 2V9 Cost Center: 55373 The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law. Drug-free workplace If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check. California applicants: Please Click Here for CA Employee Privacy Policy. About Transdev Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at ************************* or watch an overview video.

Required Education/Experience/Specialized Skills: Strong working knowledge of managed care plans, insurance carriers, government Payers and payer requirements. Knowledge of Medical Terminology and Medicare Compliance. Familiarity with HIPAA privacy requirements for patient information. Basic understanding of DRG's, Medical ICD9/ICD10 codes and CPT/HCPC Codes. Ability to multitask and stay organized. Good verbal and written communication skills. Detail oriented and ability to prioritize work. Requires a moderate level of interpersonal, problem solving, and analytic skills. Knowledgeable on insurance and reimbursement process. Ability to establish/maintain cooperative working relationships with staff, Medical Staff and providers. Preferred Education/Experience/Specialized Skills: Two years of patient accounts experience in a healthcare setting. Working knowledge of healthcare EPIC software preferred. Minimum two year experience billing Medicare, Medicaid, Blue Cross and Commercial insurance preferred, three or more years desired. Knowledge in Excel, Word and basic computer functions such as saving documents, sharing documents Demonstrate strong computer skills required. (Education may be substituted for experience in some areas.) Demonstrate knowledge of accounts receivable practices, payer billing and reimbursement procedures and practices. Working knowledge of hospital UB04, CPT-4, HCPCS, ICD-10 and Revenue codes. Proficient in institutional insurance billing guidelines using 837I X12 Version 005010X279A1 transactions. This is a Full Time (80 hours every pay period) benefited position, Monday-Friday for day shift. Over time additional hours when needed. Join the Scripps Health team and work alongside passionate caregivers and provide patient-centered healthcare. Receive endless appreciation while you build a rewarding career with one of the most respected healthcare organizations nationwide. As a Patient Account Specialist, you will be supporting the Billing Services department at our 4S Ranch Business Services location. This role is essential in managing a high volume of hospital Government Insurance/Billing documents, while also performing follow up actions to gather accurate information needed from patients, payers and providers. The ideal candidate is one who thrives in a fast-paced environment and has a passion for insurance and medical claims. As a Patient Account Specialist, you will be responsible for the following: Responsible for working aged reports and credit balances on a regular basis set by department guidelines. Follows-up with insurance carriers timely on unpaid claims until claims are paid or only self-pay balance remains. Does not have claims written off for timely filing. Processes rejections by either making accounts self-pay and generating a letter of rejection to patient or correct any billing error and resubmitting claims to insurance carriers. Keeps updated on all billing requirements and changes for all insurance types. Responsible for responding to all inquiries, billing denials, other correspondence and phone requests in an efficient, timely, and effective manner. Secures needed medical documentation required or requested by insurances. Works with HIM staff to ensure that complete diagnosis/procedure codes and modifiers are reported to insurance carriers as required. Working directly with the insurance company, healthcare provider, liable third parties, and patient to get a claim processed and paid Works to help maintain Accounts Receivable (AR) days at or near target level set by the Hospital Senior Team. Supporting continuous improvement of organization processes and personal knowledge and skills, and maintaining and protecting confidential information Providing excellent customer service through cooperative working relationships, and meeting productivity and quality standards. #LI-JS1

Job Description JOB TITLE: Outbound Call Center REPORTS TO: Call Center Supervisor STATUS: Full-Time (6-month Contract) THE ORGANIZATION Operation Samahan (OpSam Health) is a Federally Qualified Health Center (FQHC) that serves the San Diego County community. Founded in 1973 in a barber shop in Downtown San Diego by Filipino health professionals offering services to immigrants who did not have the finances, linguistic skills, or ability to navigate the health care system. Today, Operation Samahan has evolved into a diverse community health center with services available in National City, Mira Mesa, City Heights, and Rancho Penasquitos. We provide primary care, dental, behavioral health, family planning, integrative health and wellness, healthy eating, civic engagement, and other health related services to the uninsured, underinsured, and underserved families of all income levels regardless of their ability to pay. JOB PURPOSE: The Call Center Representative is responsible for making outbound calls to assigned lists of patients to facilitate patient engagement and service utilization. The representative will provide information, assist patients in selecting primary care providers, and ensure the accuracy of patient records. The role also includes educating patients on the services available through the clinic and guiding them on eligibility and registration. Additionally, the representative assists with special projects as needed or when workload permits. ESSENTIAL DUTIES AND RESPONSIBILITIES: Make outbound calls to Health Plan assigned Medi-Cal patients to Opsam Health who have not yet established primary care and schedule their appointments. Make outbound calls to list of established patients that have lost to follow-up Make outbound calls to patients as assigned Perform patient registration and appointment scheduling Engage patients by providing detailed information about clinic services and guiding them through the registration process. Confirm and update patient information in the electronic health records system (ECW) to ensure accuracy. Determine the patient's insurance status and assist with documentation for billing purposes. Explain payment options, including the sliding fee scale, and arrange for payments as needed. Recognize and respond to patients' needs for immediate or urgent care services. Assist patients in navigating the healthcare system and understanding their benefits and eligibility. Accurately enter data related to program eligibility, registration, and service documentation. Assist with special projects as assigned, when workload permits, to support overall clinic operations. QUALIFICATIONS: Familiarity with Medi-Cal, contracted insurance plans, and third-party payer requirements preferred. Proficient in Windows and Microsoft applications, including Word, Excel, PowerPoint, and Outlook. Strong organizational skills and the ability to prioritize tasks effectively. Excellent verbal and written communication skills, with a focus on customer service and patient interaction. Ability to build and maintain positive interpersonal relationships with diverse groups of people. Flexibility to handle multiple tasks efficiently and maintain composure under pressure. Demonstrated ability to follow instructions and exercise sound judgment. Strong analytical skills and attention to detail. Bilingual (English/Spanish or English/Tagalog) preferred. EDUCATION AND EXPERIENCE: High school diploma or GED required. At least one year of experience in a customer service role, preferably within a healthcare setting. Experience working in a community health center is preferred. PHYSICAL DEMANDS: Frequent use of a computer, telephone, fax, and copier. Ability to sit or stand for long periods, bend, climb, and lift up to 25 lbs. SALARY RANGE: $21.00 - $24.00 per hour