Client Service Associate - Wealth Advisory Firm
Customer service advocate job in Santa Ana, 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
Sr. Customer Service Representative
Customer service advocate job in Orange, CA
Johnson Service Group (JSG) is seeking a Sr. Customer Service Representative in Orange, California. Bilingual in English and in one of Company's defined threshold languages (Arabic, Chinese, Farsi, Korean, Russian, Spanish) is on-site. Work Schedule: Monday to Friday (8:00a.m.- 5:00p.m.)
Hourly pay range: $24.00-$33.00 per hour
Minimum Qualifications
High school diploma or equivalent PLUS 2 years of experience in customer/member service, including 1 year of call center capacity required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying.
Typing speed of 35 words per minute (WPM) required.
Bilingual in English and in one of Company's defined threshold languages (Arabic, Chinese, Farsi, Korean, Russian, Spanish, Vietnamese) required.
Preferred Qualifications:
1 year of Health Maintenance Organization (HMO), Medi-Cal/Medicaid and health services experience.
Duties & Responsibilities
Addresses member and provider inquiries, questions and concerns in all areas, including eligibility, enrollment, claims or authorization status, benefit interpretation and referrals/authorizations for medical care in-person or telephonically.
Serves as a senior resource for other team members (i.e., solves complex challenges, answers uncommon questions and shares complex processes and procedures).
Supports in the coordination of member's health care and social service needs both within and outside the medical group and Company.
Enters accurate and complete documentation into internal application systems regarding all concerns and/or inquiries from the member and provider interaction.
Initiates referrals to both internal and external care management departments and other department/government or community agencies.
Maintains departmental productivity and quality standards.
Follows through and completes all member and provider inquiries or requests during the original member and provider interaction. Provides additional follow-up assistance as needed.
5% - Other
Completes other projects and duties as assigned.
Minimum Qualifications:
High school diploma or equivalent PLUS 2 years of experience in customer/member service, including 1 year of call center capacity required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying.
Typing speed of 35 words per minute (WPM) required.
Bilingual in English and in one of Compnay's defined threshold languages (Arabic, Chinese, Farsi, Korean, Russian, Spanish, Vietnamese) required.
Preferred Qualifications:
1 year of Health Maintenance Organization (HMO), Medi-Cal/Medicaid and health services experience.
JSG offers medical, dental, vision, life insurance options, short-term disability, 401(k), weekly pay, and more. Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law. #D800
Customer Support Representative
Customer service advocate job in Irvine, CA
Who we Are
Youtheory, located in Irvine California, is a leading manufacturer of health and wellness supplements including the award winning line of youtheory products which are sold in over 50,000 retailers worldwide. With over 200 years of combined service in the natural foods and supplement industry, Youtheory executives are committed to its mission of being a purpose built company that continually supports a wide range of charitable organizations both locally and globally.
Overall Responsibilities
To ensure that optimum customer service is obtained through accurate and professional utilization through e-mail, EDI, fax, customer call ins, invoicing, maintenance of customer files, pricing files, and professional liaison with the customers, internal sales & marketing team, and distribution.
Specific Key Responsibilities & Duties
Process all orders in a timely manner ensuring maximum unit fill, correct pricing, bonus items follow the promotional calendar, substitutions are made where necessary, communicate the delivery details to distribution and traffic, and follow up that the orders are shipped on time to meet the due dates
Liaise with production planning and CPFR when required to confirm stock availability for orders and manage order allocation
Answer all inquiries in a professional, congenial, and timely manner for the following purposes: placement of orders, reporting of damages, shipping errors, pricing errors, product availability, tracing of orders and new accounts
Maintain current knowledge of required documentation for international orders and 3'd party contracts
Liaise with Traffic/Customs Compliance for required document completion
Communicate to the accounts, Territory Managers, and Key Account Managers all pertinent
information regarding ship dates, back orders, discontinued items substitutions, etc.
Review all open orders to ensure they are kept current and prioritized daily
Liaise with 3'd party service providers by providing open order details and follow up to ensure that all orders can be filled and shipped within the required time frame to meet customers requested delivery dates
Review sales orders for invoice accuracy
Act as liaise with Sales Team on items including but not limited to, car stock, POP material, special reports, out of stock situations and launch date problems
As required ensure delivery and return of trade show materials and point of purchase material.
Review, approve and process claims from accounts for A/R posting
Working in compliance with the company's Health & Safety Policies/SOPs including but not limited to the Safety Responsibilities Procedure
Will comply with Good Manufacturing Practices in all GMP sensitive areas of Jamieson Laboratories Ltd. facilities
Other duties or projects as assigned
Knowledge, Skills & Abilities Requirements
Grade 12 or equivalent
Excellent interpersonal and communication skills (verbal and written)
Working knowledge of Word, Excel, Outlook, SAP, Xtuple/ERP would be considered an asset
Familiarity with both manufacturing and warehouse operations and transportation of consumer goods
Self-motivated, good organizational skills and a team player
Ability to communicate in a bilingual capacity would be a definite benefit, preferably in Spanish or French
Able to work in a fast-paced environment
Benefits:
Competitive salary, including discretionary performance-bases bonuses
Health Benefits (medical, dental, vision)
Life Insurance
401(k) Matching
Flexible Spending Accounts
Employee Assistance Program
Vacation Time
Employee Recognition Programs
Learning & Development
Work/Life Balance
Fun Company Events
Our Values
ACCOUNTABILITY: We do what we say. We take personal ownership for our work and actions and its impact on others and the business.
RESPECT: We do it together authentically and inclusively. We actively listen and engage each other, including diverse perspectives.
EXCELLENCE: We drive to high standard for product, people and planet. We challenge the status quo and bring forward innovative ideas in the continuous pursuit of quality.
AGILITY: We embrace change and act with flexibility. We welcome new ideas and feedback, swiftly incorporating them to improve our performance
SoCal JCB - Service Specialist
Customer service advocate job in Colton, CA
Company Profile
SoCal JCB is a highly successful, fast-growing business. We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.
Position Purpose
The Service Specialist is responsible for processing service department Work Orders and ordering/receiving parts. This position reports to the Service Manager.
Position Type: Exempt
Major Tasks, Responsibilities & Key Accountabilities
Interacts directly with customers, meet expectations, handles potential problem situations, customer satisfaction.
Reviews work orders for completeness and accuracy prior to customer billing
Submits all service warranty and Product Improvement Program claims within the required timeframe to receive maximum credit
Handles inbound service and parts inquiries
Research and places parts orders from JCB and various vendors
Handles all shop inquiries in an efficient and responsive manner.
Maintains parts inventory.
Researches and advises technicians of parts and orders.
Monitor and update Livelink to drive parts and service revenue.
Ensures safety policy and practices are followed
Maintains a clean and professional image according to JCB Standards
Conducts business in alignment with the company's Values
Performs other related duties as required.
Knowledge, Skills, Abilities & Competencies
High School diploma or equivalent experience
Proficiency with Microsoft Word, Excel and PowerPoint
Ability to perform multiple tasks while maintaining a sense of urgency.
Excellent customer service skills
Excellent problem-solving skills - ability to think outside the box
Strong interpersonal and team working skills
Excellent oral and written communication with an emphasis on phone skills
Ability to take direction well and work with minimal supervision
Bilingual in English/Spanish required
JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED
JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at ****************************************
Customer Service Representative
Customer service advocate job in Irvine, CA
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.
Customer Service Representative
Customer service advocate job in Riverside, CA
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
Customer Service Representative
Customer service advocate job in Pasadena, CA
The Customer Experience Specialist is an entry level customer service role, operating in a call center environment and supporting Consumer Direct Lending. The individual acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. The individual is a key contributor to facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels within the Mortgage Fulfillment Division (MFD).
The Customer Experience Specialist will:
Operate in a Call Center environment as a customer success advocate
Receive inbound calls and make outbound calls to consumers
Receive inbound text messages and facilitate outbound text messages to consumers
Answer high-volume, inbound calls or texts from current customers in a timely manner. Provide exceptional customer service to all customers' mortgage loan inquiries/requests
Effectively manage a pipeline of up to 75 loans
Performing routine data entry and validation tasks
Handling routine calls, emails and/or chat responses with employees, consumers &/or authorized 3rd parties
Monitoring work queues and intervening as needed
Interacting with multiple departments to expedite processing and/or issue resolution
Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries
Must request assistance for escalated and/or more complex issues to department senior associates or supervisors
Meet outlined production and quality standards
Follow established Policy and Procedures
Performing other related duties as required and assigned
Demonstrating behaviors which are aligned with the organization's desired culture and values
Customer Service Representative
Customer service advocate job in Costa Mesa, CA
**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
Client Relationship Specialist- Newport Beach, CA
Customer service advocate job in Newport Beach, CA
Regular
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Customer Service & Bike Tech
Customer service advocate job in Perris, CA
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.
Customer Service Insurance Sales
Customer service advocate job in Redlands, CA
Remote Licensed Agent Life Insurance, Mortgage, & Investments Imagine earning from home without cold calls, door knocking, or chasing friends & family clients come to you through referrals. What You Get: Paid training + State & Federal licenses (covered)
Flexible part-time or full-time schedule
No quotas or income caps
Residual income, bonuses, stock options, & tax advantages
Career paths: agent, trainer, recruiter, or brokerage builder
Who We're Looking For:
Motivated, trustworthy self-starters ready to learn sales, leadership, and client relationship skills no prior experience needed.
Requirements:
18+ & no felony record
Reliable Wi-Fi & Zoom access
Entrepreneurial mindset & self-discipline
Customer Service Representative
Customer service advocate job in Santa Fe Springs, CA
As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments.
Essential Job Functions:
Provide amazing (above and beyond) service across multiple channels
Provides exceptional customer service leveraging strong problem solving and professional communication skills
Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer
Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues
Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction
Adheres to Customer Service procedures to handle escalation process for tier 2/3
Works as a team member and reports issues to management that are important to area/process improvement.
Uses appropriate judgment in upward communication regarding department or employee concerns.
Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…)
Continuously adhering to our Quality Assurance standards
Contributes to team effort to help achieve department objectives
Provide knowledgeable answers to questions about products, pricing and availability.
Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service.
Job Qualifications/Requirements:
Knowledge of Zendesk is a plus
Available during business hours, including evenings and weekends.
Be a creative problem solver
Comfortable working in a high stress fast changing environment
Polite, friendly attitude to deal pleasantly with customers and agents
Cheerful, engaged, and uplifting tone during customer interactions
Reliable in Attendance & Punctuality
Ability to work under deadlines
Strong multi-tasking skills
Type 45 WPM
Clear and articulate speaking voice
Command of the English language
Bilingual in Spanish a plus
Computer/Internet skills/Word/Excel
Mathematical skills
Organizational Skills
HS Diploma
Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply.
WINDSOR EQUAL OPPORTUNITY EMPLOYER
Customer and Channel Partner Experience (CCPE) Consultant IV
Customer service advocate job in Pasadena, CA
Customer and Channel Partner Experience (CCPE) Consultant IV(Job Number: 1395209) Description Overview: This is a non-clinical position. Customer and Channel Partner Experience (CCPE) is a multimillion-dollar initiative led by the National Health Plan in partnership with KPIT to improve the experience and make it easy for our business employers, brokers, general agents and consultants to do business with KP. We do this by deploying next generation digital experiences, improving our service and support models to be simple, fast, and personalized, and developing capabilities to show up as a single national health plan. As a result, this work improves brokers' willingness to sell KP and drives growth and retention for KP.Job Summary:Serves as a consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and projects. Provides insight and supports the development and implementation of business initiatives, systems, and/or processes to a desired future state. Contributes to business strategy and supports organizational alignment and prioritization of business initiatives. Manages complex projects or project components, participates in and may lead change management activities, and performs data analyses in support of business initiatives. Supports vendor management as required. Monitors compliance of work activities by ensuring business plans and team members adhere to relevant policies and procedures.Essential Responsibilities:Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.Serves as a consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and projects across one or more functional tracks or workstreams by identifying and ensuring representation and inclusion of appropriate stakeholders; building rapport and partnerships with stakeholder teams, third party vendors, and senior management; working with stakeholders to develop goals and set the prioritization of deliverables; discussing involvement of business processes (e.g. project change management, communication) and facilitating decisions necessary for the delivery of business initiatives; communicating tough issues to stakeholders while maintaining an independent perspective; and making formal presentations and providing reports to various senior level audiences.Develops requirements for complex business, process, or system solutions within assigned business domain(s) by interfacing stakeholders and cross-functional teams as appropriate; leveraging multiple business requirements gathering methodologies to identify business, functional, and non-functional requirements; developing and documenting comprehensive business cases to assess the costs, benefits, and ROI of proposed solutions; and leading team members in the development process as appropriate.Provides insight and supports the development and implementation of business initiatives, systems, and/or processes to a desired future state by maintaining a comprehensive understanding of how current processes impact business operations across multiple domains; mapping current state against future state processes; identifying the operational impact of requirements on upstream and downstream solution components; providing options and recommendations to management and business stakeholders on how to integrate solutions and deliverables with current systems and business processes across regions or domains; and identifying and validating value gaps and opportunities for process enhancements or efficiencies.Contributes to business strategy and supports organizational alignment and prioritization of business initiatives by defining, developing, and evaluating performance metrics, standards, and methods to establish business success; collaborating with multiple stakeholders, often with competing/conflicting objectives, to ensure cohesive and reachable metrics; refining strategic plans and performance metrics as appropriate; and managing assigned initiatives or portfolio to ensure delivery of measurable results and alignment with strategic objectives.Serves as a advocate of continuous learning and professional development by keeping abreast of industry practices, standards, and benchmarks; attending and participating in roadshows, conferences, and speaking events; contributing to the ongoing enhancement and innovation of consulting practices, standards, and methods across KP; serving as an advocate to ensure continuous learning and improvement is championed as a people strategy; providing training and guidance to stakeholders as appropriate; and providing ongoing coaching to build a continuous improvement mindset and build capabilities that drive results.Manages complex projects or project components by coordinating stakeholder contacts; recommending or assigning team resources based on project needs and team member strengths; consulting in the development, analysis, and management of project plans; coordinating project schedules and resource forecasts; proactively monitoring and identifying project or business initiative risks, issues, and trigger events; developing mitigation plans and strategies; and resolving or escalating risks or issues as appropriate.Participates in and may lead change management activities associated with business initiatives by engaging stakeholders to obtain support and buy in for changes; partnering with management, project champions, and business owners to communicate and align improvement initiatives with business objectives; identifying appropriate change management method and approach; and ensuring stakeholders embrace a change management mindset, understand intent and purpose, and foster a culture of change.Performs data analyses to support business initiatives by identifying appropriate data analysis tools and approach to assess business performance; determining suitable data gathering and analysis methods (e.g., process observation, hard data, etc.); defining data requirements and obtaining customer agreements, including customer requirements as appropriate; conducting analyses and performing experimental tests to evaluate the effectiveness of business solutions; and identifying and alleviating risks through data-driven analysis.Supports vendor management as required by assisting with reviews of vendor performance levels; ensuring service level agreements are met; managing vendor invoices; and partnering with Procurement and/or Legal to develop service level and/or scope of work agreements as appropriate.Monitors compliance of work activities by ensuring business plans and team members adhere to KP, departmental, and/or business line policies and procedures.Qualifications Minimum Qualifications:
Bachelors degree from an accredited college or university and Minimum five (5) years experience in consulting, project management, data analytics, operations or a directly related field OR Masters degree in Business, Public Health, or a directly related field and Minimum three (3) years experience in consulting, project management, data analytics, operations or a directly related field OR Minimum eight (8) years experience in consulting, project management, data analytics, operations or a directly related field.
Additional Requirements:
Knowledge, Skills, and Abilities (KSAs): Business Acumen; Change Management; Negotiation; Creativity; Applied Data Analysis; Financial Acumen; Conflict Resolution; Managing Diverse Relationships; Process Validation; Project Management; Risk Assessment; Service Focus; Requirements Elicitation & Analysis
Auto-ApplyCustomer Liaison
Customer service advocate job in Running Springs, CA
The Customer Liaison is an hourly position whose primary responsibility is to provide adequate communication, customer service, and guidance to families and teachers whose students/Campers will be attending Pali Institute and Pali Adventures. The Customer Liaison will work closely with the Visiting School Supervisor during the school year and the Pali Adventures Camp Relationship Director for the summer to ensure Pali provides timely and consistent customer support.
QUALIFICATIONS
Strong interpersonal and communication skills.
Administrative experience.
Exceptional verbal and written communication skills, with a professional and friendly demeanor.
Proficient on Mac computers and Microsoft suite
Must be a positive team player with strong administration skills.
Must demonstrate good judgment and decision-making ability.
Must have initiative and be able to work with minimal supervision.
Bilingual language skills in Spanish and English (preferred)
Must be extremely organized.
Demonstrates ongoing responsibility and commitment through good attendance and by being on time to work
Strong organizational and time-management skills, with the ability to handle multiple tasks and priorities effectively.
The need to learn and evolve constantly.
JOB REQUIREMENTS
Report to the Visiting School Supervisor and Assistant Directors(school year) and to the Camp Relationship Director (summer).
Answer phones and direct incoming calls with a high level of energy and professionalism
Respond to all emails in a timely and professional manner
Follows through on all customer issues.
Distribute messages to the appropriate staff.
Learn the ins and outs of CampDoc/CampMinder software
Responsible for the presentation of a professional image.
Discretion and respect for customer confidentiality.
Handle logistical questions for districts, schools and families.
Answer all CampDoc/CampMinder Family and teacher questions from phone and email, and ensure camper profiles are complete before arrival.
Communicate pertinent medical information to Wellness Center staff.
Effectively communicate any questions, problems or concerns to the Visiting Schools Supervisor/Camp Relationship Manager.
Some weekends and Holidays may be required during the summer.
Other duties as assigned by the Pali Directors/Camp Relationship Manager.
Other tasks may be added as time allows that align with the strengths of the person hired.
Compensation
Full-time Position
Pay: $17 - $20.00 DOE
Medical/Vision/Dental Benefits, Paid Vacation, Sick Time
Customer Support Representative
Customer service advocate job in Irvine, CA
JOB TITLE:
Customer Support Representative
DEPARTMENT:
Supply Chain
REPORTS TO:
Supervisor, Customer Support
SUPERVISES:
None
POSITION TYPE:
Non-exempt
GENERAL POSITION SUMMARY:
This position serves as the basic interface between JAE Electronics and the customers specifically as it relates to their order requirements. These communications shall take place in person, via telephone, e-mail, facsimile or any other acceptable method of communication. The individual must be self-motivated, capable of making independent decisions related to requirements of the position. A good understanding of business concepts and information flow is essential.
Coordination of multiple tasks will be required.
MAJOR ACCOUNTABILITIES:
The primary responsibility of the Customer Support Representative is the coordination of activities related to customer's orders including support, price, delivery, availability, order processing, demand requirements, scheduling, and returns. Under the direction of the Customer Support Supervisor, the Customer Support Representative is responsible to understand and accommodate the various requirements of assigned customers and communicate these requirements to other appropriate disciplines and groups within JAE Electronics as required.
DUTIES AND RESPONSIBILITIES:
PERCENT
Order Processing
40
Order Follow-Up
20
Handling Customer Inquiries
15
Administrative Duties related to Customer Orders
15
Other
10
CORE COMPETENCIES:
Good organizations skills
Good communications skills
PC Software application skills
Ability to manage detailed tasks
QUALIFICATION REQUIREMENTS:
Education: Bachelor's degree preferred.
Experience: Minimum 4-6 years of relevant experience.
Experience may be considered in place of a degree.
Skills: Computer Skills (Outlook, PowerPoint, Excel, & Word), Telephone, and General Office.
Knowledge of SAP software preferred.
Fluency in Spanish and/or Japanese preferred.
BUSINESS TRAVEL:
This position may require minimal local travel.
PHYSICAL DEMAND:
This position requires lifting up to 10 pounds frequently.
Auto-ApplyPTA - Redlands Healthcare Center
Customer service advocate job in Redlands, CA
Redlands Healthcare Center is a 78-bed skilled nursing facility located in Redlands, near Redlands Community Hospital. "Serve more people, touch more lives" is our pledge and promise. At Redlands Healthcare we create a home-like atmosphere for our residents by providing recently renovated accommodations along with team members that feel like family.
Join our team today!
We are currently looking for an exceptional and experienced Physical Therapy Assistant (PTA) to join our work family. Our therapy team works toward specific goals of achieving the resident's highest functional level of independence. If you are a South Carolina licensed Physical Therapy Assistant (PTA) who genuinely wants to make a difference for others, then we would love to meet you!
We offer the following to our Physical Therapy Assistants:
* $33 + per hour/ DOE
* Flexible scheduling
* Professional Development Opportunities
Job Requirements:
* Current, unencumbered certification to practice in CA and/or national certification
* Physical Therapy Assistant Degree
* LTC/Rehab experience is preferred
Auto-ApplyCustomer Service Agent, Admin (Warehouse Clerk)
Customer service advocate job in Riverside, CA
DSV - Global transport and logistics In 1976, ten independent hauliers joined forces and founded DSV in Denmark. Since then, DSV has evolved to become the world's 3rd largest supplier of global solutions within transport and logistics. Today, we add value to our customers' entire supply chain by transporting, storing, packaging, re-packaging, processing and clearing all types of goods. We work every day from our many offices in more than 80 countries to ensure a steady supply of goods to production lines, outlets, stores and consumers all over the world. Our reach is global yet our presence is local and close to our customers. Read more at ***********
Location: Riverside, Sycamore Canyon Blvd
Division: Solutions
Job Posting Title: Customer Service Agent, Admin (Warehouse Clerk)
Time Type: Full Time
POSITION SUMMARY
The Customer Service Agent, Admin has the basic responsibility for label control, yard coordination, and administrative functions in support of the entire outbound (Shipping and Picking) operation. The Admin is also responsible for communicating issues to the outbound supervisors in a timely manner. Must have Excel Experience and be computer literate.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Label Control:
* Prepare, distribute, and reprint all labels for carton/pallet pickers daily in a fair and consistent manner. Maintain a clear, consistent label flow to allow pickers the opportunity to perform in a safe, accurate, and productive manner without issue or hindrance. Track and document all labels given out.
Yard Coordination:
* Utilize Y/WMS system to communicate outbound pulls and plugs to yard drivers on a daily basis. Assist supervisor to ensure trailer is properly chocked and green light is active before trailers are moved or loading begins.
Administrative Functions:
* Complete computer data entry required for shipments. Issue seals to loaders. Verify accurate, pertinent information (i.e., seal number, trailer number, store number, etc.) in order to prepare Bills of Lading (BOL's) for all completed outbound loads. Schedule LTL carriers for pickup (site specific). Print work assignments for replenishment drivers. Document and file all outbound related paperwork in a neat and orderly fashion. Multitask and work with a high sense of urgency in the performance of all duties. Assist outbound supervisors with compiling and tracking downtime sheets as required. Provide service and adhere to professional etiquette when communicating with members of management, peers, customers, and visitors.
Safety, Sanitation, Security:
* Maintain a clean, neat, and orderly work area. Assist in maintaining the security of the warehouse. Ensure all seals and sensitive documents are properly secured when not in use. Distribute and collect tools and equipment (i.e., RF guns, bolt cutters, etc.) to associates and report issues to outbound supervisors in a timely manner. Conduct operations in a manner, which promotes safety. Conduct operations in accordance with OSHA and MSDS Standard
OTHER DUTIES
* Safe use of powered equipment, RF scanners, computers, and printers.
* Follow company policies, guidelines, and ISO procedures
* Exposure to varied environmental conditions (heat, cold, dry, humid, light, dark, dusty, etc.)
* Repeated heavy lifting over 25 pounds as needed
* Repetitive motion consisting of (but not limited to) walking, climbing, and carrying
* Repetitive stationary activities consisting of (but not limited to) standing, sitting, bending, stretching, stooping, kneeling, crouching, squatting, reaching, pushing, pulling, holding, and grasping
* Details may vary dependent on work function - the duties are all inclusive as associates may be requested to assist in various areas of the operation as needed.
* Performs other duties as assigned.
* Work overtime as dictated by business whether mandatory or voluntary.
SUPERVISORY RESPONSIBILITIES
* None
MINIMUM REQUIRED QUALIFICATIONS
Education and/or Experience
* Must have a high school diploma or general education degree (GED).
* 1-3 years' experience working in inventory control or warehousing admin experience.
Certificates, Licenses, Registrations or Professional Designations
* None
Other
* Must be able to work in unregulated temperatures within the warehouse during the warmer and colder months can range from mild to moderate.
SKILLS, KNOWLEDGE AND ABILITIES
Computer Skills
* Intermediate computer skills
* RF Scanners
* Proficient MS Office Applications
Language Skills
* English (reading, writing, verbal)
Mathematical Skills
* Basic to intermediate level to verify quantities of product, count inventory, or perform other duties associated with handling, storing, and distributing client products.
Other
* Strong attention to detail accuracy and accomplish job task in a timely manner.
* Ability to perform duties with minimal supervision or guidance.
* Must be able to effectively adapt to change and thrive in a stimulating, fast-paced work environment.
* Effective communication skills
PREFERRED QUALIFICATIONS
* 1-2 years' experience working in a warehouse/logistics/distribution environment
* 1-2 years' experience working with Warehouse Management Systems (WMS)
PHYSICAL DEMANDS
Occasionally
* Bending
Frequently
* Walking and Standing
Constantly
* Sitting
Ability to Lift/Carry and Push/Pull
* 11-20 pounds
o Reach above shoulder, squat, or kneel.
WORK ENVIRONMENT
While performing the duties of this job, the employee rarely is exposed to fumes or airborne particles, toxic or caustic chemicals. The noise level in the work environment is usually low to moderate.
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
We provide market-competitive compensation packages, inclusive of base pay, incentives, benefits, and equity. The pay for this role ranges from $20 to $23 hourly . It would not be typical for someone to be hired at the top end of range for the role, as actual pay will be determined based on several factors, including experience, skills, and qualifications.
DSV is an equal employment opportunity employer. Candidates are considered for employment without regard to race, creed, color, national origin, age, sex, religion, ancestry, disability, veteran status, marital status, gender identity, sexual orientation, national origin, or any other characteristic protected by applicable federal, state or local law. If you require special assistance or accommodation while seeking employment with DSV, please contact Human Resources at *************. If you are interested in learning the status of your application, please note you will be contacted directly by the appropriate human resources contact person if you are selected for further consideration. DSV reserves the right to defer or close a vacancy at any time.
DSV - Global transport and logistics
Working at DSV means playing in a different league.
As a global leader in transport and logistics, we have been on an extraordinary journey of growth. Let's grow together as we continue to innovate, digitalise and build on our achievements.
With close to 160,000 colleagues in over 90 countries, we work every day to offer solid services and meet our customers' needs and help them achieve their goals. We know that the best way to achieve this is by bringing in new talent, fresh perspectives and ambitious individuals like you.
At DSV, performance is in our DNA. We don't just work - we aim to shape the future of logistics. This ambition fuels a dynamic environment built on collaboration with world-class team players, accountability and action. We value inclusivity, embrace different cultures and respect the dignity and rights of every individual. If you want to make an impact, be trusted by customers and grow your career in a forward-thinking company - this is the place to be.
Start here. Go anywhere
Visit dsv.com and follow us on LinkedIn and Facebook.
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Service Center Representative
Customer service advocate job in Rancho Cucamonga, CA
Job Description
Cut N Dry Restoration is currently hiring for a full-time Service Center Representative to help our company grow by acting as the channel for conveying information to the property owner and other parties in the Rancho Cucamonga, CA area. This customer service position earns a competitive wage of up to $23 per hour, depending on skills and experience.
In addition to competitive pay and our team-oriented culture, we offer our Service Center Representatives the following benefits:
Medical, dental, vision, and life insurance
A 401(k) plan
Competitive bonus incentives
DAY-TO-DAY
This full-time position typically works at our office Monday through Friday with a rotating weekend and on-call schedule.
As a Service Center Representative, you are the first point of contact for our customers. You spend the majority of your time in the office on the phone or computer answering calls, confirming appointments, resolving issues, updating client information, and dispatching technicians. While dispatching technicians, you maximize their time and mileage. As needed, you update customers on any changes. You also ensure customer satisfaction by following up with clients after their services have been performed. With you on our team, our office runs efficiently, and the trusting relationships you create with clients keep them coming back for more!
ABOUT CUT N DRY RESTORATION
Cut N Dry Restoration started out as a small family-owned business with the goal of providing high-level service that sets us above the rest. Since our beginning, we have kept countless homes safe and free of harmful mold and bacteria commonly associated with water damage. Our team of dedicated and compassionate IICRC-certified technicians care deeply about ensuring clients can come home to a safe living space and will work day in and day out to make that happen.
To ensure our services are top-notch, we implement continual training for our team and cultivate an open atmosphere where each person does their part for shared success. We understand we would be nowhere near as successful without our hardworking team which is why we reward them with exceptional benefits and the best pay in town. Come join our restoration team!
OUR IDEAL SERVICE CENTER REPRESENTATIVE
Passionate - about accuracy and office work
Detail-oriented - organized and precise for maintaining operations
Self-starter - to independently tackle tasks
Problem-solver - to quickly address and fix issues
Social - can effectively communicate, both verbally and written
Friendly - to provide exceptional customer service
If this sounds like you, keep reading!
REQUIREMENTS
High School Diploma or equivalent
2+ years of experience in customer service, collections, and account management
Willing to work weekends
So, now that you've learned the who, what, where, and why, you may be wondering HOW? It's easy! Just fill out our initial mobile-friendly online application. We hope to meet you soon!
Location: 91730
Must have the ability to pass a background check.
Job Posted by ApplicantPro
Call Center Specialist
Customer service advocate job in Anaheim, CA
Are you passionate about making a meaningful impact on community health? We're seeking a dedicated Call Center Specialist to join our dynamic team. As a Call Center Specialist at KCS, you'll play a pivotal role in delivering exceptional patient care by managing calls, scheduling appointments, providing compassionate support, and ensuring seamless communication across departments-all while upholding HIPAA standards.
KCS COMPENSATION AND BENEFITS
* Medical, Dental, Vision, and Life Insurance
* Vacation, Holiday, and Sick Leave Pay
* 401(k) Retirement Plan
* Long- and Short-Term Disability Insurance
* Flexible Spending Account
* Employee Assistance Program
KCS is an Equal Opportunity Employer and does not discriminate on the basis of race, ethnicity, religion, gender, age, physical disability, and sexual orientation.
KCS participates in E-Verify to confirm the employment eligibility of all new hires. As part of our hiring process, we will verify your eligibility to work in the United States using E-Verify.
MINIMUM REQUIREMENTS
* Bilingual in Chinese/Korean/Spanish preferred
* Ability to work in a fast-paced environment, and to multi-task
* Excellent interpersonal, verbal, written communication skills
* Proficient in Microsoft Office Suite (Excel, Word, SharePoint, Outlook, and other required software)
* Ability to recognize and maintain confidentiality of information as appropriate
The duties of this position will include:
* Promptly answer all incoming calls and route to appropriate staff.
* Schedule, reschedule, and cancel patient appointments, ensuring accurate data entry and efficient use of clinic resources.
* Remind patients of their appointments and update patient demographics as needed.
* Registers all patients per registration protocols over the phone.
* Provide information about the health center's services, programs, and operation hours to callers.
* Explain and promote available services by consulting, gathering information, and evaluating patient needs.
* Work closely with other departments on appointment scheduling to ensure smooth patient flow and reduce patient wait time.
* Handle patient inquiries and concerns with empathy and professionalism, consulting managers when necessary.
* Maintain confidentiality and comply with all HIPAA regulations regarding patient information.
* Respond to patient inquiries, requests, disputes, and route to the appropriate department or staff.
* Document call interactions, outcomes, and follow-up actions within the electronic health record (EHR) system.
* Fulfill other duties and responsibilities as needed and assigned.
KCS MISSION STATEMENT
To provide client centered, culturally inclusive, expert care to directly improve the well-being of underserved communities and individuals through healthcare, social services, and community programs.
ABOUT KCS
At KCS Health Center, we're more than just a clinic - we're a community-driven force dedicated to transforming lives. Located in the heart of Orange County, our non-profit organization is committed to providing top-tier healthcare, social services, and community programs to the underserved population. We believe in delivering expert care with compassion, respect, and inclusivity at the forefront.
THANK YOU FOR CONSIDERING KCS!
KCS appreciates you looking at us for a possible next step in your career - as well as offering an opportunity to make a true impact on the greater good. We look forward to speaking with you soon and perhaps welcoming you to our team!
Job Type: Full-time
Pay: $23.00 - $25.00 per hour
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Work Location: In person
Customer Service
Customer service advocate job in Santa Fe Springs, CA
Advantage Resourcing provides workforce recruiting and placement services. As one of the world's leading staffing companies, our primary objective is clear-cut: To perfectly align the best people with appropriate positions around the globe. Through contingent, contract and direct hire services, the specialized recruiters at Advantage Resourcing place career-minded people in a wide variety of jobs in different fields.
Advantage Resourcing offers a number of services to help you find the job for you. Regardless of the career stage you may be in-identifying work interest, searching for that first job, looking to take the next step-Advantage Resourcing can help you discover the personal and career success you desire.
Job Description
Great Opportunity! Seeking a great Customer Service Rep. The position is Temp to Hire. Medical and Dental benefits. 401K.
Duties and Responsibilities include the following. Other duties may be assigned.
1. Answer incoming sales calls via telephone, written inquiries and facsimile requests.
2. Promote and effectively sell company products using established company sales techniques.
3. Clarify and fulfill customer requests/needs by presenting various selections of products and services & providing pricing & information as requested.
5. Understand and respond to customer delivery needs by interfacing with internal personnel.
6. Monitor customer jobs (orders) & appropriately communicate with customers.
7. Understand and support established sales policies and procedures to provide proper and effective treatment to customers.
8. Relate new product ideas and product opportunities to management for evaluation.
9. Emphasize saleable services of products to include quality and ability to meet customer specifications.
10. Review, prepare & process all paperwork for orders to include sales contracts, prints, terms & conditions and any other related documentation. Ensure all documentation is prepared in a complete manner to correctly produce the product.
11. Resolve customer concerns in an expeditious and tactful manner.
12. Perform other related duties as assigned.
Skills:
Oral Communication Skills
Written Communication Skills
Interpersonal Communication Skills
Customer Service
Diplomacy
Math Aptitude
Organizational Skills
Negotiations
Professionalism
Presentation
Time Management
Blueprint reading. Parts such as metal, plastic or rubber would be extremely helpful.
ISO Quality Systems will also be helpful.
Education/Experience:
Bachelor's Degree.
Prior sales experience helpful.
Additional Information
Company Perks- As an Advantage Resourcing employee, you will also receive great benefits, including:
Optional health benefits, including medical, dental, vision, and group life insurance.
Competitive weekly pay