Senior Client Service Associate
Customer service representative job in Rancho Santa Fe, CA
We are a Rancho Santa Fe-based, top-tier RIA that helps hardworking individuals attain data-driven planning and pragmatic investing. Join us.
We are looking for a Senior Client Service Associate with at least 3 years of CSA experience working with high-net-worth individuals.
Great people deserve great benefits. As a start, benefits include:
Full-Time, Exempt
Base Pay: $85,000 - $115,000
Target Bonus: 15% of base pay
5% 401(k) Match
Company-Paid Health Insurance
Schedule: Remote Mondays, Onsite Tuesday-Friday
Monthly Wellness Allowance: $150
Start Date: Immediate
Compensation:
$85,000 - $115,000 yearly
Responsibilities:
At Bull Oak, we want someone who takes pride in doing great work. Your primary responsibility will be to ensure that all operational tasks are completed on time and in good order. From day one, you'll join a high-performing team where you'll contribute, learn, and grow.
Manage tasks and workloads to ensure all tasks are completed correctly and on time
Set the standard of excellence for the delivery of the client experience, including the physical and virtual environments in which we conduct client conversations
Responsible for providing work direction to others
Work with advisors to create workflows to ensure client expectations are met
Ensure our advisors are free from most administrative tasks and able to be at their best every day
Ensure our external partners and vendors are held accountable to established standards of excellence
Contact and coordinate with clients on routine needs, including cash management and meeting scheduling
Work with our Compliance Manager to ensure the firm is compliant in all things
Manage all communications between our advisors and CPA partners
Qualifications:
This role is ideal for someone who has already mastered the CSA function at an RIA and is ready to operate at a senior level. This person will improve our workflows and serve as a steady operational backbone for advisors and clients alike.
You are likely a strong fit if you:
An experienced professional with at least 3 years of CSA experience working with high-net-worth individuals
Attention to detail
Excellent communication and interpersonal skills
Strong problem-solving and analytical skills
A positive and enthusiastic attitude
Proven ability to deliver unwavering care to individuals and families
Undergraduate degree
About Company
Bull Oak Capital is a Rancho Santa Fe-based, independent Registered Investment Advisor (RIA) serving high-income professionals and families. We provide data-driven financial planning and pragmatic investment management.
We are a small, yet highly effective group of professionals. We are looking for a like-minded individual to grow with us.
#WHGEN2
Compensation details: 85000-115000 Yearly Salary
PId29363bc2fc7-37***********5
Customer Service & Bike Tech
Customer service representative 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.
Patient Service Representative
Customer service representative job in Pomona, CA
Patient Services Representative
Facility: Pomona Valley Hospital Medical Center
Travel Assignment (13 weeks)
Shift: Day 5x8-Hour Shifts (07:00 AM - 03:30 PM) | Monday-Friday
Pay Rate: $25/hour
Start Date: 01/12/2026
Description:
Pomona Valley Hospital Medical Center seeks a Patient Services Representative to support hospital billing and collections. Responsibilities include reviewing A/R aging reports, contacting insurance carriers, resolving claim issues, and ensuring compliance with HIPAA and payer guidelines. Strong communication and attention to detail are essential.
Requirements:
• High School Diploma or GED
• 1-3 years experience in hospital A/R, medical collections, or healthcare billing
• Knowledge of CPT/ICD codes, DRG reimbursement, and payer guidelines (Medicare, Medi-Cal, commercial)
• Proficiency in Microsoft Office and hospital billing systems
Patient Service Representative
Customer service representative job in Baldwin Park, CA
Patient Services Registration Clerk - Onsite (Baldwin Park, CA)
Start: ASAP - 1/30/2026
Schedule: Monday-Friday, 8:30AM-5PM (no weekends)
Type: Contract (Bandwidth Support)
We are seeking an experienced Patient Services Registration Clerk to support a busy Hospital Surgery Department. The ideal candidate has 1-3 years of patient access or registration experience, preferably in a surgery clinic or hospital setting, and excels in customer service and front-office operations.
What You'll Do
Serve as first point of contact for patients arriving for surgery
Collect and enter patient demographics with a high level of accuracy
Obtain required signatures on consent and regulatory documentation
Conduct insurance verification and determine patient liability
Collect patient payments and follow cash-handling protocols
Provide exceptional customer service during high-volume surgery check-in
Prioritize workflows to support first-case start times
What You Need
High School Diploma or equivalent
1-3 years of related experience (patient access, registration, front desk, or public-facing healthcare role)
Knowledge of third-party insurance verification
Strong customer service and communication skills
Basic understanding of hospital registration processes
Comfortable with fast-paced, high-traffic environments
Epic experience preferred but not required
Work Environment
Business casual dress code
Paid employee parking
High-volume surgical department
Must maintain excellent attendance due to early case-start support
Patient Services Representative
Customer service representative job in Pomona, CA
Job Title: Patient Services Representative
Work Schedule: On-site
Rate: $25.60/hour, Based on experience.
Responsibilities:
Knowledge of hospital billing processes, CPT/ICD codes, and DRG reimbursement.
Familiarity with payer guidelines such as Medicare, Medicaid, and commercial payers
Strong communication skills for payer interactions.
Proficiency in hospital billing systems and Microsoft Office.
Attention to detail and ability to analyze claim denials and payment variances.
Summary of Role:
Review hospital accounts receivable aging reports and prioritize collection efforts.
Contact insurance carriers to collect outstanding balances and resolve issues.
Knowledge in follow-up for institutional claims (UB04)
Investigate and appeal denied or underpaid claims to maximize reimbursement.
Coordinate with other departments, such as the billing team, to resolve discrepancies.
Document all collection activities in the hospital's system
Ensure compliance with HIPAA, hospital policies, and state/federal regulations.
Obtaining Eligibility via website/insurance portals, insurance customer service.
Education:
High school diploma or GED required.
Experience:
1-3 years in hospital accounts receivable, medical billing, or healthcare collections
About Maxonic:
Since 2002 Maxonic has been at the forefront of connecting candidate strengths to client challenges. Our award winning, dedicated team of recruiting professionals are specialized by technology, are great listeners, and will seek to find a position that meets the long-term career needs of our candidates. We take pride in the over 10,000 candidates that we have placed, and the repeat business that we earn from our satisfied clients.
Interested in Applying?
Please apply with your most current resume. Feel free to contact Jaspreet Singh (********************** / ************* for more details.
Customer Experience Associate, CX2
Customer service representative job in El Segundo, CA
Title: Customer Experience Associate, CX2
Reports to: Customer Experience Manager
WHO WE ARE
Wolf & Shepherd is designed to equip professionals to win in all aspects of their lives through comfortable fashionable footwear. The concept came from the problem professionals face, going to and from work in athletic shoes just to avoid the common discomfort found in a quality dress shoe. As a fast-growing lifestyle brand, we are on a mission to debunk the myth that classically styled shoes can't have modern technology comforts.
WHAT WE NEED
We are looking for a Customer Experience Associate, CX2 to assist in the all-important responsibilities of caring for our customers' needs, managing partners, building customer loyalty, and representing the brand. This role will be responsible for providing exceptional customer service while maximizing revenue within our sales environment.
JOB TYPE This is a full-time, nonexempt position.
TASKS & RESPONSIBILITIES
Your responsibilities are inclusive of the following but are not limited to:
Expertly address questions via phone, email and chat providing answers that are quick and easy to understand
Assist Management in policy updates for the department based on current business needs
Support the Customer Experience Associates during the department manager's absence
Support management in process execution to monitor orders, inventory, return and exchanges
Support department in addressing functionality issues and implementing process improvements
Engage with customers by email, phone, and chat to answer product questions, resolve ordering issues, or to provide sizing guidance.
Adopt the Wolf & Shepherd's voice and tone to convey our brand and personality, and ensure a pleasant customer experience.
Collaborate with the Team to streamline our customer service processes and policies to ensure continuous improvement.
Communicate customer feedback and insights to Management, to better understand trends and customer preferences.
SKILLS & EXPERIENCE
Must be highly organized with strong attention to detail.
Strong verbal and written communication skills.
Ability to maintain a friendly and professional demeanor in a fast paced environment.
Must be knowledgeable and adhere to rules and regulations, while maintaining a kind and accommodating attitude.
REQUIREMENTS & QUALIFICATIONS
Minimum of 3 years of direct customer experience work.
Strong knowledge of Excel, Shopify, Zendesk
Strong interpersonal and communications skills, and independent work ethic.
Excellent time management skills and organizational abilities.
A positive, outgoing, high energy and entrepreneurial personality.
PERKS & BENEFITS
We are committed to offering our employees a challenging and rewarding work environment, opportunities for growth and development, benefits, and a competitive compensation package.
Health, vision, and dental benefits program
401(k) plan
Paid time off
Sick pay
Frequent free meals and snacks and company-sponsored gatherings
Wolf & Shepherd shoes and more
Customer Accounts Advisor
Customer service representative job in Ontario, CA
The salary range for this role is $17.50 to $18.50 per hour*.
is also eligible for incentive pay based on performance.
Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership.
Skills for Success
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron's team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.
The Work
Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone
Sell customers on the benefits of timely lease agreement renewal payments
Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals
Assist with merchandise returns and guest deliveries as directed by management
Clean and certify merchandise in the Quality Assurance Center for all items personally returned
Complete and maintain weekly vehicle maintenance sheet and route sheets daily
Load, secure and protect product in company vehicle
Safely operate company vehicle
Assist the Sales Team as needed
Any reasonable duties requested by management
Requirements
United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
Must meet DOT requirements to obtain certification in required states (United States)
Ability to work schedule of hours varying from 8 am to 9 pm
Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
Two years of retail/customer service experience preferred
High School diploma or equivalent preferred
Excellent interpersonal and communication skills
High energy with the ability to effectively perform all functions of the store and multitasking effectively
Proper telephone etiquette
Uphold the Aaron's Brand and protect company assets
Maintain a professional appearance
Proficient computer skills
Aaron's Total Rewards
Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:
Paid time off, including vacation days, sick days, and holidays
Medical, dental and vision insurance
401(k) plan with contribution matching
*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
**Benefits vary based on FT and PT employment status.
Customer Service Representative
Customer service representative 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 Service Insurance Sales
Customer service representative 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 Call Center Representative
Customer service representative job in Lake Elsinore, CA
Job Description
Quality Mobile Home Services in Lake Elsinore, CA is calling all go-getters to apply to join our amazing team as a full-time Customer Call Center Representative!
WHY YOU SHOULD JOIN OUR TEAM
We are a leading company that cares about its employees. We pay our Customer Call Center Representatives a competitive wage of $15.00 - $16.00 per hour plus commission and potential bonuses. Our team also enjoys great benefits, including a healthcare package after 90 days and weekly pay. We also make it easy to apply with our initial quick mobile-optimized application. If we have your attention about this customer service position, please continue reading!
ABOUT QUALITY MOBILE HOME SERVICES
We are a thriving general contractor that specializes in repairs and remodels of mobile, modular, and manufactured homes. Since 2014, we've been providing top-quality services to customers in Lake Elsinore. We now additionally serve northern California and multiple areas in Arizona. We are a licensed, bonded, and insured full-service contractor that handles everything from foundations, leveling, flooring, plumbing repair, and re-piping, to cosmetic work and more! From the roof to the foundation and everything in between, one call does it all. In addition to countless satisfied customers, we've been acknowledged by professionals on multiple occasions. We are rated A+ by the Better Business Bureau and have earned a spot on the INC 5000 list of fastest-growing private companies in the US. Additionally, our company was named the GOLD Stevie Winner: American Business Award Company of the Year for construction in 2020.
Because we want our employees to be successful and enjoy working for us, we offer high-quality training, generous benefits, and excellent pay. We strive to hire good people and give them the tools to become great. If you're looking to join a team that's supportive and optimistic, look no further!
ARE YOU A GOOD FIT?
Ask yourself: Do you have great phone skills? Can you juggle multiple tasks at once? Do you thrive in a fast-paced environment? If so, please consider applying for this customer service position today!
YOUR LIFE AS A CUSTOMER CALL CENTER REPRESENTATIVE
This phone position works an 8-hour shift, Monday - Friday, with no weekend work.
As a Customer Call Center Representative, you make a great first impression on behalf of our company. Your friendly tone on the phone is music to a potential client's ear when they call to get a quote, ask a question, or voice a concern. You listen closely, communicate clearly, and follow up when necessary, all to show our clients that we are eager to provide the best service possible.
Sometimes, the questions or concerns come in by email, which means you address multiple issues at once. You are focused, though, and you know how to prioritize. You do so while striving to make every customer feel like they are your sole concern. It's exhilarating to be part of a company that helps people live comfortable lives in beautiful mobile homes. You are proud to play such a key role in introducing our company to others!
WHAT WE NEED FROM YOU
1+ years of customer service experience
Proficiency in typing and basic computer usage
Experience in the construction industry would be a plus. If you can meet these requirements and perform this phone job as described above, we would be happy to have you as part of our customer service team!
Location: 92530
Job Posted by ApplicantPro
Customer Loyalty Retention Specialist
Customer service representative job in San Marcos, CA
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.
Auto-ApplyInbound Sales Representative
Customer service representative job in Laguna Hills, CA
FIMAC is seeking an energetic and outgoing call center agent to manage inbound customer acquistion for our brands with the goal of converting leads to sales. This position will deal with customers through multiple channels, including, but not limited to inbound calls, online messaging/chat, text and emails.
Sales skills, speaking skills and writing skills are a must.
Responsibilities:
Handle mass number of inbound and outbound calls
Utilize company equipment to facilitate calls
Interact with all customers in a friendly and courteous manner
Follow up with open leads
When necessary involve senior management
Follow all prompts and scripts to the letter with no deviation
Qualifications for Call Center Representative:
Call Center Experience is a plus
Experience with CreditSoft is a major plus
Basic understanding of windows base systems
Excellent verbal communication skills
Strong literary comprehension capability
Reliable transportation to and from the call center
Capable of staying focused and tuning out outside distractions
Ability to sit for long periods of time
Education:
High School Graduate or equivalent required.
Schedule:
8 hour shift
Day shift
No Weekends
Benefits:
Employee ASC discount club card
Health insurance
Paid time off
401k
Supplemental pay types:
Signing Bonus (based on qualifications & performance)
Base Salary plus Commission
Daily cash incentives
Compensation: $41,600.00 per year
HIRING NOW
Helping people live better lives
CCCS agency providing financial services to consumers
At APFSC, we are devoted to your cause and offer the best debt management program available. Striving to maintain the highest quality standards, we help families get back on track through counseling and education. Working together, we find a better way out of debt, and a healthy way back to financial freedom. We work with most major creditors and are able to gain, on your behalf, a reduction in your interest rates and consolidate all of your creditor's payments into one monthly payment from you, saving you from the worry of late or missing payments. With monthly reports and continuous contact, we celebrate with our clients while they watch their debt melt away.
APFSC also provides required pre-bankruptcy credit counseling and pre-discharge debtor education for those consumers contemplating filing bankruptcy. All individual bankruptcy filers are required to complete pre-bankruptcy credit counseling and pre-discharge debtor education. These may not be provided at the same time. Credit counseling must take place before you file for bankruptcy; debtor education must take place after you file. Certificate of completion for both credit counseling and debtor education are required before the filer's debts can be discharged.
Auto-ApplyInbound Sales Representative
Customer service representative job in Irvine, CA
WHY JOIN TAXRISE?
At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.
Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.
ABOUT THE ROLE:
As an Inbound Sales Representative, you will play a pivotal role in helping clients resolve their tax issues. You will act as a trusted advisor, conducting discovery calls, analyzing financial and tax information, and enrolling clients into resolution programs. You'll work exclusively with warm inbound leads - no cold calling required - and have the backing of a robust support team that ensures you have the tools and resources to succeed.
The ideal candidate thrives in a consultative sales environment, excels at building relationships, and is motivated to drive results.
HOW YOU'LL BE REWARDED
Unlimited Earnings Potential! Your pay is directly related to your selling ability. With no commission cap, highly motivated candidates with strong determination, desire, and selling skills have the potential to earn up to $240,000 annually. Your success is in your hands!
Base pay: $17.00 per hour (full-time, 40 hours per week)
Commission: Average monthly earnings potential commission of $12,000 - $17,000+
WHAT YOU'LL DO:
Client Consultation: Engage with warm, inbound leads only-no cold calls. Conduct thorough discovery calls to understand how clients' tax issues began, identify their financial circumstances, and uncover their goals. Use active listening to gather critical details about their situation.
Program Evaluation: Review a combination of client-provided documents and system-generated data, including account transcripts, wage and income records, prior tax returns, and proprietary financial analyses, to recommend tailored resolution programs that meet their needs.
Sales Cycle Management: Take ownership of the sales process from start to finish, including responding to inbound inquiries and successfully enrolling clients into our services. Ensure each step of the process is timely and efficient.
Empathy and Advocacy: Act as a trusted advocate for clients by addressing their concerns, providing clear answers to their questions. Explain our tax relief services and potential resolutions in a way that's easy for clients to understand. Break down each step of the process, ensuring clients feel empowered and confident in moving forward.
CRM Documentation: Maintain meticulous records by inputting all client interactions, financial information, and case updates into our CRM system. Ensure accurate and thorough documentation to support seamless follow-ups and team collaboration.
Performance-Driven Results: Consistently meet or exceed individual and team sales goals by staying proactive, organized, and results-oriented. Utilize feedback and coaching to continuously refine your sales approach and enhance performance.
The job includes other duties and responsibilities assigned by management
WHAT YOU'LL NEED TO HAVE:
Highly motivated with a positive attitude and excellent people skills
Strong interpersonal and relationship-building skills with a client-first mindset
Excellent verbal and written communication skills, with the ability to simplify complex concepts for clients
Working knowledge of and expertise with customer information systems and computer software, preferably Google Mail and Calendar and Salesforce
High level of empathy and emotional intelligence to handle sensitive client situations
Time management - multitasker, able to prioritize and follow up with clients in a timely manner
Ability to work in a fast-paced environment, adapt to changing priorities, and maintain professionalism
Successful execution with minimal oversight, which requires independent thought, decision-making and application
We understand potential comes in many forms. Even if you don't check every box, we still encourage you to apply; we consider all qualified candidates.
WHAT WE OFFER
We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family:
Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
ABOUT US
At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.
When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.
We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.
If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.
OUR COMMITMENT
At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.
TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.
Auto-ApplyAudi Technologist and Customer Retention Specialist
Customer service representative job in Carlsbad, CA
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
Call Center Representative
Customer service representative job in Pomona, CA
" The Call Center Representative is responsible for ensuring all incoming homeowner, lender, and third-party calls, consistently receive professional, courteous, accurate and timely responses to inquiries regarding property tax matters, initiating and following up on appropriate task research when necessary.
Inbound Calls
* Processes a high volume of incoming routine calls
* Provides responsive assistance to homeowner, lender, and third-party calls regarding various tax inquiries for outsourced customers at first resolution
* Responds to customer calls and/or email requests to provide assistance as needed to address questions or concerns
* Communicates status of assignments to the Lead or Supervisor
Tax Research
* Initiates task research for tax liens/sales, delinquent taxes, duplicate tax payments and proof of payment in response to homeowner inquiry
* Notates tax bill correspondence received from homeowner on lender system and forward to the appropriate processing team
* Calls back homeowner as necessary, once research is complete
Teamwork
* Ensures customer SLA's are maintained
This position will perform other duties as assigned based on the needs of the department.
SALARY RANGE: $16.04 - $21.00
"
CareMore Sales Extender
Customer service representative job in Upland, CA
Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************ open for CareMore Sales Extender
located in
Upland, CA
with a competitive hourly rate. After reviewing your resume posted on an online job board, I believe your education and skill set could be a good fit for this particular opportunity.
Please review the highlights of the position below and if this is of interest to you, please call me directly at
************
to discuss the particulars. If this role is not of interest to you, please respond with a short overview of the types of opportunities that you feel best reflect your education, experience and career path.
Job Description
Job Title : CareMore Sales Extender
Client Location : 141 W Foothill Boulevard, Upland CA 91786
Contract Duration : 12+ Months contract (possibility of extension based on performance)
Work Timings : M-F 40 hours per week - Must have flexible schedule due to evening and weekend work.
Pay rate :
$ 18.56/hr
Responsible for collaborating with Sales and Business Development Teams to generate leads from community events, expos, and sales camps held at a variety of locations including pharmacies, provider offices, senior centers, food banks, discount stores and other retail locations.
MAJOR JOB DUTIES AND RESPONSIBILITIES:
Primary duties may include, but are not limited to: Represents CareMore at community/company-sponsored events. Facilitates onsite enrollments at events and assists at sales meetings. Maintains knowledge of provider network, product portfolio, and associated eligibility guidelines for various election periods. Develops good working relationships with internal constituents.
Qualifications
EDUCATION/EXPERIENCE
:
Requires a high school diploma; related sales experience; or any combination of education and experience, which would provide an equivalent background. AA or BA/BS preferred. Current Life and Disability agent license preferred. Medicare Advantage Products experience preferred. Bilingual (English/Spanish) preferred.
Additional Information
Looking for Bilingual (English/Spanish) candidates who have experience in Sales background & administration with Current Life and Disability agent license. If you are interested feel free to reach
Priti Kumari at ************
or send me the updated resume on pritik@mindlance(dot)com
Customer Support - Merchant Services
Customer service representative job in Commerce, CA
JOB HOURS: Monday - Friday 9am - 5pm
Source One Payment Solutions offers an array of merchant services, supplying credit card processing terminals, POS systems, Virtual Gateways, and other processing methods. We are located in Commerce, CA and provide services to merchants throughout the U.S. states.
JOB DESCRIPTIONThe Merchant Account Support Agent will be part of our Operations Department and will be responsible for supporting the business and technical needs of our growing merchant base. You will be assisting existing merchants with their merchant services accounts through e-mail, phone calls and the CRM as well as assisting and providing sales agent support.
RESPONSIBILITIES AND DUTIES
Provide extraordinary client service to merchants via inbound phone calls, email or chat.
Provide extraordinary service and sales support to agents and partners.
Respond to incoming customer requests quickly, proficiently and professionally while meeting specific quality expectations.
Answer merchant questions and resolves customer support problems related to billing, account management and troubleshooting.
Help to ensure incoming requests are handled in a timely manner and communicating with other departments, managers, and Business Consultants.
Thoroughly describe and document work using call ticketing systems.
Update the ticketing system and advance tickets with current status of all ongoing issues and Merchant Contacts.
Ongoing on the spot training and updates for Business Consultants.
Assisting with the installation of equipment and services for merchants
SKILLS NEEDED
Customer service experience required.
Prior experience in call center, financial industry or ecommerce environments is preferred.
Confirmed commitment to quality and customer service.
Strong customer service skills and follow-thru skills.
Excellent verbal and written communications, interpersonal skills, customer orientation, team interaction, problem solving, and multi-tasking skills required.
Punctual, regular and consistent attendance.
Bi-lingual (Spanish) is a plus but not required.
Computer Skills, including Microsoft Office and Outlook.
Proven prior CRM or database experience is preferred.
2+ years Customer Service/Technical Support experience preferred, but not required.
Experience in the banking or credit card processing industry preferred, but not required.
REQUIRED EDUCATION AND EXPERIENCE
High school diploma or equivalent is required
Knowledge of customer service core principles and practices.
Job Type: Full-time
Salary: $12.00 to $17.00 /hour
Call Center Representative
Customer service representative job in Mission Viejo, CA
Under the direction of the Supervisor, Call Center, the Call Center Rep supports the Call Center Team and internal departments by advocating on behalf of members, and helps them navigate through the managed care system. This position is responsible for the resolution of customer inquiries through multiple channels; data entry to maintain computer systems; upkeep of resources to remain current; and coordination of special projects and events.
Providence caregivers are not simply valued - they're invaluable. Join our team at Providence Medical Foundation and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best people, we must empower them.
Required Qualifications:
+ 2 years Customer service environment.
+ Basic MS Windows, Excel, Word, and Outlook experience.
Preferred Qualifications:
+ Experience in a Healthcare setting.
+ Customer service experience in a managed care environment.
+ IDX experience.
Why Join Providence?
Our best-in-class benefits are uniquely designed to support you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so you can focus on delivering our Mission of caring for everyone, especially the most vulnerable in our communities.
About Providence
At Providence, our strength lies in Our Promise of "Know me, care for me, ease my way." Working at our family of organizations means that regardless of your role, we'll walk alongside you in your career, supporting you so you can support others. We provide best-in-class benefits and we foster an inclusive workplace where diversity is valued, and everyone is essential, heard and respected. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. As a comprehensive health care organization, we are serving more people, advancing best practices and continuing our more than 100-year tradition of serving the poor and vulnerable.
Posted are the minimum and the maximum wage rates on the wage range for this position. The successful candidate's placement on the wage range for this position will be determined based upon relevant job experience and other applicable factors. These amounts are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities.
Providence offers a comprehensive benefits package including a retirement 401(k) Savings Plan with employer matching, health care benefits (medical, dental, vision), life insurance, disability insurance, time off benefits (paid parental leave, vacations, holidays, health issues), voluntary benefits, well-being resources and much more. Learn more at providence.jobs/benefits.
Applicants in the Unincorporated County of Los Angeles: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Unincorporated Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
About the Team
Providence Clinical Network (PCN) is a service line within Providence serving patients across seven states with quality, compassionate, coordinated care. Collectively, our medical groups and affiliate practices are the third largest group in the country with over 11,000 providers, 900 clinics and 30,000 caregivers.
PCN is comprised of Providence Medical Group in Alaska, Washington, Montana and Oregon; Swedish Medical Group in Washington's greater Puget Sound area, Pacific Medical Centers in western Washington; Kadlec in southeast Washington; Providence's St. John's Medical Foundation in Southern California; Providence Medical Institute in Southern California; Providence Facey Medical Foundation in Southern California; Providence Medical Foundation in Northern and Southern California; and Covenant Medical Group and Covenant Health Partners in west Texas and eastern New Mexico.
Providence is proud to be an Equal Opportunity Employer. We are committed to the principle that every workforce member has the right to work in surroundings that are free from all forms of unlawful discrimination and harassment on the basis of race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law. We believe diversity makes us stronger, so we are dedicated to shaping an inclusive workforce, learning from each other, and creating equal opportunities for advancement.
Requsition ID: 401705
Company: Providence Jobs
Job Category: Customer Service
Job Function: Administration
Job Schedule: Full time
Job Shift: Day
Career Track: Admin Support
Department: 7520 PT ENGAGEMENT HERITAGE SVS
Address: CA Mission Viejo 26732 Crown Valley Pkwy
Work Location: Mission Heritage Medical Grp-Rheum & Infusion Ctr
Workplace Type: Hybrid
Pay Range: $24.00 - $30.29
The amounts listed are the base pay range; additional compensation may be available for this role, such as shift differentials, standby/on-call, overtime, premiums, extra shift incentives, or bonus opportunities.
Auto-ApplyReservationist
Customer service representative job in Irvine, CA
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.
CareMore Sales Extender
Customer service representative job in Cerritos, CA
Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************ open for CareMore Sales Extender
located in
Victorville, CA
with a competitive hourly rate. After reviewing your resume posted on an online job board, I believe your education and skill set could be a good fit for this particular opportunity.
Please review the highlights of the position below and if this is of interest to you, please call me directly at
************
to discuss the particulars. If this role is not of interest to you, please respond with a short overview of the types of opportunities that you feel best reflect your education, experience and career path.
Job Description
Job Title : CareMore Sales Extender
Client Location : 12441 Hesperia Rd. Suite A5 and A6,
Victorville
CA 92395
Contract Duration : 12+ Months contract (possibility of extension based on performance)
Work Timings : M-F 40 hours per week - Must have flexible schedule due to evening and weekend work.
Pay rate :
$17.76/hr
Responsible for collaborating with Sales and Business Development Teams to generate leads from community events, expos, and sales camps held at a variety of locations including pharmacies, provider offices, senior centers, food banks, discount stores and other retail locations.
MAJOR JOB DUTIES AND RESPONSIBILITIES:
Primary duties may include, but are not limited to: Represents CareMore at community/company-sponsored events. Facilitates onsite enrollments at events and assists at sales meetings. Maintains knowledge of provider network, product portfolio, and associated eligibility guidelines for various election periods. Develops good working relationships with internal constituents.
Qualifications
EDUCATION/EXPERIENCE
:
Requires a high school diploma; related sales experience; or any combination of education and experience, which would provide an equivalent background. AA or BA/BS preferred. Current Life and Disability agent license preferred. Medicare Advantage Products experience preferred. Bilingual (English/Spanish) preferred.
Additional Information
Looking for Bilingual (English/Spanish) candidates who have experience in Sales background & administration with Current Life and Disability agent license. If you are interested feel free to reach
Priti Kumari at ************
or send me the updated resume on pritik@mindlance(dot)com