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  • Client Services Representative

    Venbrook 3.3company rating

    Finance service representative job in Irvine, CA

    JOB TITLE: Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits CLASSIFICATION: Non-Exempt LANGUAGE REQUIREMENT: Bilingual English and Spanish COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience COMPANY OVERVIEW: Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines. Our teams support clients through direct service, accountability, and clear communication. Our culture emphasizes ownership, collaboration, and trust. We offer a comprehensive benefits package: 401k with employer match Medical, dental, vision, life, and disability insurance Paid Time Off Paid holidays Paid sick leave Professional development opportunities Flexible work arrangements JOB SUMMARY: The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries. You operate in a high-volume, member-facing environment. You resolve routine issues and escalate complex matters following defined guidelines. Your work supports a consistent member experience and reduces service interruptions for Account Management teams. DUTIES/RESPONSIBILITIES: Employee and Member Support Serve as the primary contact for benefit inquiries via phone and email Explain coverage, eligibility, and benefit usage in clear terms Guide members through carrier portals, mobile applications, and ID card access Support employees during open enrollment Provide bilingual support in English and Spanish Routine Benefits and Claims Support Process ID card requests and replacements Confirm provider network participation Respond to basic claim status inquiries Verify eligibility and enrollment changes Add or remove dependents Provide prescription refill guidance Address standard open enrollment questions Issue Identification and Escalation Identify issues requiring escalation Route cases to Account Management per internal guidelines Ensure complete documentation prior to escalation Maintain ownership until successful handoff is confirmed Documentation and Collaboration Document all interactions and outcomes in the CRM system Track open items through resolution Partner with Account Managers and Advocacy teams Identify recurring issues and share trends with leadership EDUCATION & EXPERIENCE: Required Skills & Qualifications · One to three years of experience in employee benefits, insurance · Bilingual English and Spanish · Clear written and verbal communication skills · Ability to manage high call and email volume · Strong organization and follow-through · Professional and composed in time-sensitive situations Preferred Qualifications · Experience in an employee benefits brokerage or consulting environment · Knowledge of health and welfare benefit plans · Experience with CRM or benefits administration platforms · Working knowledge of Outlook, Word, and Excel Measures of Success Timely resolution of routine member issues Clear and complete escalation documentation Positive member experience feedback Reduced disruption to Account Management workflows
    $28.9-33.7 hourly 2d ago
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  • Airline Customer Service Representative in ONT Airport - Starting Pay $20/hr or $21/hr with Airline Experience | Part Time Opportunity (ONT CSA 2025)

    Hallmark Aviation Services 4.3company rating

    Finance service representative job in Ontario, CA

    Looking for ways to supplement your income with a part-time opportunity? Hallmark Aviation is seeking CUSTOMER SERVICE REPRESENTATIVES to provide Exceptional service to our WORLD CLASS International Airline at ONT airport. Perform a broad range of duties depending on location and service demands while delivering a high-quality product Daily functions may include rotation through ticket counter, lobby area, gate functions, customs, arrivals and other areas within the airport Constant passenger & crew interaction Operate jet bridge Resolve issues with flight activity to ensure on-time departure Some cash handling transactions, manifests, and labeling Skills Common sense and organized Mental capacity to make quick and rational decisions Effective communication skills and good listening skills Able to multi-task and carry out duties in a fast-paced environment Bilingual speakers needed. Environmental Conditions: * Involves continuous people interaction and exposure to aircraft sounds Required Skills Basic Requirements At least 18yrs old, with a High School Diploma or G.E.D. English proficient, other languages may be required Basic Math Skills: Adding, Subtracting, Division, and Multiplying Computer Literate Able to stand, bend, squat, reach, grasp and pick up items; occasional lifting up to 70lbs Reading & comprehension of reference materials, instructions, policies & procedures Starting pay $20/hr or $21/hr with Airline Experience
    $20-21 hourly 5d ago
  • Route Service Representative

    Flexlinen

    Finance service representative job in El Monte, CA

    The Route Service Representative is responsible for providing exceptional customer service to an established customer base through the pick-up and delivery of laundry items such as towels, mats, aprons, and also restroom supplies, etc. The Route Service Representative must effectively respond to the customer's needs and also be able to skillfully manage the customer's inventory. The Route Service Representative will consistently maintain and present a professional image through excellent customer service to both internal and external customers. Provide service in the most professional, timely and courteous way possible Drive considerately and safely at all times Be thoroughly knowledgeable of FlexLinen products and services, and follow all policies and procedures Exchange clean goods for dirty and accurately count and record inventory on a weekly basis. Renew Service Agreements as needed Help achieve annual sales targets and average weekly revenue quotas by upselling to existing clients and prospecting new clients. Requirements Industry experience is desired, not required. Driving record that meets insurance carrier standards. Able to lift and carry bundles weighing up to 85 pounds short distances. Able to climb in and out of a truck several times a day in all kinds of weather Organized with strong communication skills. Able to manage time and meet deadlines.
    $31k-43k yearly est. 5d ago
  • Veterinary Sales Representative -Flex Time (12 days/mo)

    Promoveo Health 3.0company rating

    Finance service representative job in Riverside, CA

    Pharmaceutical Sales Representative - Veterinary - Flex Time (12 days/mo) Promoveo Health, a leading Pharmaceutical Sales recruiting, and contract sales company has an outstanding position representing one of our strategic clients. Our client is a rapidly growing organization with a very strong presence in the Veterinary Medicine field. This is a position where you will be a W2 employee of Promoveo Health. The Veterinary Sales Representative will be responsible for revenue growth within your specified geographic region. You will be accountable for a sales revenue plan in the clinical (office based) markets. This role requires strong account management and selling skills, as you will be the selling interface between the accounts and the company. The ideal candidate will have: · 5+ years of Veterinary Pharmaceutical Sales either on the Pharmaceutical or Distributor side · Clinical experience calling on Veterinary Practices in this market · Experience calling on and existing relationships with Vets in the area · Excellent interpersonal, communication, teaching and negotiation skills · BS Degree in related discipline Job Expectations: ·Part time position with high management visibility and performance expectations. · Travel - You will be home every night- no overnight travel is required! EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
    $54k-100k yearly est. 1d ago
  • Relationship Banker - Orange Coast East Market

    Bank of America Corporation 4.7company rating

    Finance service representative job in Irvine, CA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators. Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-37k yearly est. 7d ago
  • Sales Representative

    Highway Distro

    Finance service representative job in Walnut, CA

    We are seeking a motivated and results-driven Sales Representative to join our dynamic team at Highway Distro. In this role, you will be responsible for expanding our B2B customer base in the smoke and vape industry, managing client relationships, and driving revenue growth through strategic sales initiatives. The ideal candidate will thrive in a fast-paced environment, excel at building lasting partnerships, and embrace opportunities for travel to represent Highway Distro at trade shows and industry events. This position requires in-office presence five days a week and includes extensive cold calling and email outreach to generate new business. Responsibilities Identify and generate new leads through cold calling, email campaigns, and networking to expand our B2B customer base. Manage and nurture existing client accounts to ensure satisfaction, retention, and repeat business. Represent Highway Distro at trade shows and industry events, with regular travel to other states (all travel expenses covered). Conduct product presentations and demonstrations tailored to client needs, showcasing our smoke and vape products. Develop and execute territory management strategies to maximize sales opportunities within assigned regions. Negotiate pricing and close sales while maintaining profitability and alignment with company goals. Collaborate with the marketing team to align sales efforts with promotional campaigns and brand initiatives. Utilize CRM tools (experience is a plus) to track sales activities, manage customer data, and analyze performance metrics. Identify new market opportunities, industry trends, and potential partnerships to drive business growth. Provide exceptional customer service by addressing client inquiries and resolving issues promptly. Upsell additional products or services to existing clients to increase revenue streams. Qualifications Proven experience in B2B sales, outside sales, or a related field, with a track record of meeting or exceeding targets. Comfortable with extensive cold calling and email outreach as primary lead-generation methods. Willingness to travel regularly for trade shows and client meetings (travel expenses fully covered). Strong negotiation, communication, and interpersonal skills for building rapport with clients. Ability to analyze market trends and customer feedback to inform sales strategies. Self-motivated and disciplined, with the ability to manage time effectively and work both independently and as part of a team. Experience in the smoke and vape industry is a plus but not required. CRM experience is beneficial but not mandatory. Compensation Competitive compensation with a base pay of $20/hour plus an uncapped commission structure. Total On-Target Earnings (OTE): With a solid base and commission, your total annual compensation is typically in the $50,000 - $70,000+ range for target performance, with high achievers earning significantly more. Be part of a growing company in the exciting and evolving smoke and vape industry. Travel opportunities to represent the brand at trade shows and events nationwide. Collaborative and supportive team environment with opportunities for professional growth. Benefits: Mileage reimbursement Paid training Professional development assistance Travel reimbursement Experience: Sales: 1 year (Preferred) License/Certification: CDL (Required) Ability to Commute: Walnut, CA 91789 (Required) Willingness to travel: 25% (Required) Work Location: In person
    $50k-70k yearly 1d ago
  • Customer Service Representative (81337)

    The Gill Corporation 3.9company rating

    Finance service representative job in El Monte, CA

    Who we are: The Gill Corporation is one of the world's largest manufacturers of honeycomb, high performance floor panels, cargo compartment liners and original equipment for passenger and freighter aircraft. The company also excels in many other types of reinforced plastics including interior sandwich panels for creating structures such as aircraft galleys and bulkheads, honeycomb core and related products. The Gill Corporation is seeking a Customer Service Representative to support our aerospace customer base by managing all aspects of the customer service and order-management life cycle. This role serves as the primary customer interface and works cross-functionally with internal departments to ensure timely, accurate, and compliant execution of customer requirements. The CSR will also support Regional Sales Managers (RSMs) by monitoring accounts, addressing inquiries, processing changes, and proactively resolving issues. Reporting to the Customer Service Manager, the CSR will perform-though not be limited to-the following responsibilities: Responsibilities Manage the full customer purchase order life cycle, from supporting RSMs during the bid phase through all internal/external changes, product delivery, and final invoice closure. Receive, review, and accurately enter customer purchase orders and change orders; provide timely status updates from Operations to customers. Coordinate with Production Control to obtain lead times, minimum order quantities, and other essential information prior to order acceptance. Negotiate expedite fees when applicable. Serve as the primary point of contact, ensuring clear and timely communication between customers, RSMs, and internal teams; support prompt resolution of customer concerns while balancing business objectives. Process Requests for Information, Quotations, and Proposals, collaborating with customers, RSMs, and internal stakeholders; submit bid proposals and, when required, support negotiations on pricing, lead time, and program requirements. Assist RSMs with contract review, aerospace-specific requirements, and preparation for negotiations. Maintain accurate customer records, including contacts, meeting notes, program details, product usage, and historical data. Document bid status and results in the designated database system. Participate actively in company and program meetings as required. Collaborate with cross-functional teams-Operations, Quality, Engineering, Program Management, Production Control, Finance-to ensure compliance with aerospace requirements, certifications, delivery schedules, and customer expectations. Perform administrative tasks accurately and within required deadlines. Other essential duties may be 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Qualifications: Bachelor's degree preferred; high school diploma required. Minimum 1 year of customer service experience. Excellent written and verbal communication skills. Strong attention to detail and problem-solving abilities. Competent math skills to support bid, pricing, and order-entry accuracy. Ability to quickly learn make-to-order product lines and aerospace customer specifications. Ability to become proficient with SAP ERP software. Proficiency in MS Office (Excel, Word, Outlook, PowerPoint). Preferred: Experience within the aerospace industry, familiarity with AS9100 requirements, and/or knowledge of composite materials, aerospace manufacturing processes, and customer portals (e.g., Boeing, Collins, Gulfstream, Textron). ITAR Requirement: This position requires access to information that is subject to compliance with the International Traffic Arms Regulations (“ITAR”) and/or the Export Administration Regulations (“EAR”). In order to comply with the requirements of the ITAR and/or the EAR, applicants will be asked to provide specific documentation to verify U.S. person status under the ITAR and the EAR. A “U.S. person” according to their definition is a U.S. citizen, U.S. lawful permanent resident (green card holder), or protected individual such as a refugee, or asylee. The Gill Corporation is an Equal Opportunity Employer . Applicants for all job openings are welcome and will be considered without regard to race, religious creed, color, age, sex, gender identity, gender expression, genetic information, sexual orientation, national origin, religion, marital status, medical condition, physical or mental disability, military service, veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. The Gill Corporation provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disability Act and applicable state and local law. If you require an accommodation in the application process, please notify the Human Resources Department
    $32k-41k yearly est. 16d ago
  • Customer Service Representative

    Advanced Medical Supply 4.2company rating

    Finance service representative job in Irvine, CA

    As a Customer Service Representative for our team, you'll be the first person our customers come into contact with. On a typical day, you'll answer questions, resolve complaints, and process orders and requests. To succeed in this role, excellent communication skills are a must. You'll need to be a quick thinker who can keep your cool even in the face of stressful situations with customers. In your role as a Customer Service Representative, your goal should always be to deliver the best customer service experience possible, keeping our clients happy. Customer Service Representative Responsibilities Maintain a professional and friendly attitude towards customers at all times Communicate with customers through various mediums, including in-person, phone, and web Build relationships with customers to ensure their satisfaction Provide prompt responses to customer inquiries and complaints, assisting to solve issues Maintain records of customer interactions, including sales, comments, and complaints Process orders and forms as needed Keep up-to-date on company offerings to ensure clients get the best products Customer Service Representative Requirements [1+] years of Customer Service Representative experience High school diploma Proficient with computers and CRM software Excellent communication skills Superb customer service, time-management, and multitasking skills Must be a team player Must have flexible availability
    $33k-41k yearly est. Auto-Apply 60d+ ago
  • Service BDC Associate - Bilingual (Spanish / English)

    Toyota of Hemet 4.3company rating

    Finance service representative job in Hemet, CA

    Full-time Description We are seeking a professional and customer-focused Business Development Center (BDC) Associate to support our Service Department. This role is responsible for managing inbound and outbound customer communications, scheduling service appointments, and providing a high level of customer care. Bilingual Spanish/English communication skills are required for this position due to regular interaction with Spanish-speaking customers as part of the essential job duties. Essential Job Functions Answer inbound phone calls, texts, emails, and online service inquiries in a timely and professional manner Communicate effectively with customers in English and Spanish regarding service appointments and general service information Schedule, confirm, and reschedule service appointments using CRM and DMS systems Perform outbound follow-up communications including appointment reminders, missed appointment follow-ups, and service campaigns Accurately document all customer interactions and maintain detailed records Meet or exceed established activity, appointment, and show-rate performance goals Coordinate with Service Advisors and Management to ensure efficient workflow Deliver an exceptional customer experience consistent with company standards Requirements Required Qualifications Ability to communicate professionally in both English and Spanish, as required for customer-facing responsibilities Prior customer service, call center, BDC, or automotive dealership experience preferred Strong verbal and written communication skills Ability to manage high call volume in a fast-paced environment Basic computer proficiency, including CRM, DMS, email, and texting platforms Strong organizational skills and attention to detail Reliable attendance and punctuality
    $36k-49k yearly est. 16d ago
  • Part Time (30 Hours) Associate Banker, Diamond Valley Branch, Hemet, CA Bilingual Spanish Required

    JPMC

    Finance service representative job in Hemet, CA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Reading and speaking in both English and Spanish fluently is required for this role Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $52k-103k yearly est. Auto-Apply 60d+ ago
  • Correctional Services Officer (Part-Time)

    City of Santa Ana, Ca 4.7company rating

    Finance service representative job in Santa Ana, CA

    The City of Santa Ana is looking for individuals who are results-oriented, possess great attitude, demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having highly talented employees provides the best service to our community. DEFINITION Under general supervision of full-time staff, performs duties related to booking, monitoring and maintaining order among inmates in a direct supervision jail facility. This part-time classification is distinguished by the need to exercise independent judgment and initiative in the performance of duties within specific areas of responsibility in a Type II jail facility that uses a "direct supervision" inmate management philosophy. Incumbents will work independently under the indirect supervision of designated full-time jail or police department personnel. Note: CalPERS (CA PUBLIC EMPLOYEES' RETIREMENT SYSTEM) retired annuitants are not eligible for this position. * Assists in monitoring the conduct of inmates in a variety of custodial situations within a jail facility. * Performs inmate intake processes by searching, accepting property, checking criminal history records, booking, issuing clothing, fingerprinting and photographing inmates. * Ensures that inmate property is recorded and safely secured. * Escorts inmates to housing modules from attorney visits, medical visits, and inmates returning from court. * Escorts and directs inmates to recreational, operational and rehabilitative activities; observes interaction and verbally or physically intervenes if necessary. * Assists in ensuring that the facility is clean, well-maintained and secure. * Monitors condition of jail facility, identifies hazards or maintenance issues and refers matters requiring attention to appropriate personnel. * Receives, resolves or attempts to resolve complaints or requests from inmates; refers matters to supervisors. * Completes appropriate records such as assignment logs, transfer and release paperwork, etc. * Responds appropriately to inquiries regarding inmates. * Receives and checks incoming and outgoing mail and correspondence. * Observes and directs activities during inmate visits. * Enforces jail rules and prepares written documentation concerning incidents or violations. * Controls or assists in monitoring access to attorney rooms and visiting areas within the facility. * Assists in processing inmates for court appearances as necessary. * Operates department vehicle to pick up medications from local pharmacies, as needed. * Operates manual and electronic jail security systems. * Provides escort services for maintenance staff and other service providers within the jail facilities. * Performs administrative tasks updating classification or housing information, serving subpoenas, processing paperwork and preparing memos and reports. * Assists in ensuring that operations comport to applicable state and federal laws concerning the confinement and security of inmates as well as other administrative regulations, judicial rulings, and Police Department manuals, policies and regulations. * Performs other related functions as assigned. Sufficient training, education, and/or experience to demonstrate the skills and abilities listed below; successful completion of pre-employment process including comprehensive background investigation with no felony convictions; 18 years of age at the time of application. Skill in: Exercising safe and effective communication skills; basic typing and computer use. Ability to: Maintain security, control and custody of inmates; provide clear and direct instructions on rules, regulations and procedures; interact with people of varied social, economic and cultural backgrounds; develop and maintain accurate records and prepare thorough but concise reports: utilize various management information systems and automation tools to maintain and access information and electronic communications via desktop computer systems and computer networks; make decisions on effective courses of action in emergency situations; establish and maintain effective working relationships with others; work effectively under minimal supervision. NOTE: Must possess and maintain a valid California Class C driver's license as a condition of employment. Tattoo Policy: Tattoos shall not be visible while employees are on-duty. If you have any visible tattoos on or behind the ear, on the hands or fingers, on the neck or head that cannot be covered by a standard collared uniform shirt, you do not meet our tattoo policy and you will not be able to continue in the selection process. If you have any questions regarding the tattoo policy, please contact Background Unit Supervisor, Sergeant Daniel Baek via e-mail ******************* Candidates will be required to attend and successfully complete an eight-week correctional officer training academy. Attendance dates are to be determined.All applicants are required to complete and submit a City application form and answer the supplemental questionnaire online. Resumes or faxed copies will not be accepted in lieu of the City online application. To apply, click on the "Apply" link located at the top of this page. New users must create an account first. Click on this link for instructions on how to set up your account and apply for the first time: Online Employment Application Guide. Applications, as well as responses to the supplemental questionnaire, will be reviewed by the Human Resources Department and Police Department. A Personal History Statement and Background Investigative Questionnaire, completed by candidates prior to the end of the selection process, will also be reviewed by the Police Department. Applicants that possess the most recent and pertinent qualifications will be invited to continue in the selection process, which includes (may be administered/scored in a different order than what is listed below): 1. REACT Test: (50%) includes multiple-choice video simulations and computer administered test in which candidates must complete the following four components: a video-based human relations test, a reading test, a math test and a report writing test. Testing takes approximately 2 hours. The examination is administered by the National Testing Network. PLEASE DO NOT TAKE THE REACT EXAM UNTIL YOU RECEIVE AN E-MAIL STATING THAT YOU MEET THE MINIMUM QUALIFICATIONS. Candidates need a score of 75% or higher on the Video Section, 70% or higher on the Count Section, and 80% or higher on the Reading Section to pass this examination. The following three selection components (#2 Physical Agility Examination, #3 Oral Interview Examination and #4 Background Review) are all consolidated inone full day of testing. 2. PHYSICAL AGILITY EXAMINATION:(Qualifying) will evaluate each applicant's physical strength, agility and endurance in the following timed components: * 1.5 MILE RUN : The 1.5 mile run must be completed within 14 minutes to pass the City of Santa Ana physical agility test. * 50 YARD SPRINT: Sprint on a straight track within 30 seconds. * OBSTACLE COURSE: Complete the following: Start 15 yards back from the beginning of flight of stairs or bleacher steps, walk or jog the 15 yards, climb up 10 steps, return down the stairs and jog or run back to the original starting point within 30 seconds. * BODY DRAG: Lift and drag 165-pound lifelike dummy 20 feet within 20 seconds. Each of the above events are timed. Candidates must successfully complete all four events to pass the physical agility test. Tentative 2026 CO PAT Dates: 02/19/26, 03/12/26, 04/23/26, 05/21/26, 06/25/26, 07/23/26, 08/27/26, 09/24/26, 10/22/26, 11/19/26, 12/17/26 3. ORAL INTERVIEW EXAMINATION: (50%) will evaluate experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass this examination. 4. BACKGROUND REVIEW: (Qualifying) prepare personal statement, receive background packet and meet with background investigator. 5. BACKGROUND INVESTIGATION AND MANAGEMENT ORAL INTERVIEW:(Qualifying) candidates will be investigated regarding employment, neighborhood conduct, references, financial stability, criminal history, driving history, educational history, and other related factors. Management will evaluate each candidate's experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass this examination. 6. POLYGRAPH EXAMINATION:(Qualifying) candidates will take a polygraph examination designed to determine the truthfulness of the candidate's responses about his/her qualifications and suitability as a Correctional Officer. 7. PSYCHOLOGICAL EVALUATION: (Qualifying) candidates will be interviewed by a licensed psychologist to assess the candidate's behavior and character to determine if an individual is at significant risk for employment problems as a Correctional Officer. BILINGUAL ORAL FLUENCY EXAM:(If applicable) Applicants interested in receiving bilingual pay must be fluent in both English and any one of the following languages: Spanish, Chinese, Korean, Vietnamese, and other languages designated by the Orange County Registrar of Voters. Candidates do not need to pass this examination in order to continue in the selection process. BILINGUAL ORAL FLUENCY EXAM: (If applicable) Applicants interested in receiving bilingual pay must be fluent in both English and any one of the following languages: Spanish, Chinese, Korean, Vietnamese, and other languages designated by the Orange County Registrar of Voters. Candidates do not need to pass this examination in order to continue in the selection process. Applicants must pass every component of the selection process in order to be further considered. NOTE: Prior to appointment, candidates will undergo a thorough backgrounds process, polygraph assessment, psychological suitability evaluation, and medical examination to determine minimum acceptable physical qualifications. Once appointed, candidates will be required to attend and successfully complete an eight-week, full-time Correctional Officer training academy within the one-year probationary period. The City of Santa Ana is an equal opportunity employer. If you consider yourself a person with a disability, you may contact us regarding providing reasonable accommodation.
    $40k-52k yearly est. Easy Apply 26d ago
  • Asset Protection Service Representative

    The Gap 4.4company rating

    Finance service representative job in Anaheim, CA

    About Gap Inc. Our brands bridge the gaps we see in the world. Old Navy democratizes style to ensure everyone has access to quality fashion at every price point. Athleta unleashes the potential of every woman, regardless of body size, age or ethnicity. Banana Republic believes in sustainable luxury for all. And Gap inspires the world to bring individuality to modern, responsibly made essentials. This simple idea-that we all deserve to belong, and on our own terms-is core to who we are as a company and how we make decisions. Our team is made up of thousands of people across the globe who take risks, think big, and do good for our customers, communities, and the planet. Ready to learn fast, create with audacity and lead boldly? Join our team. About the Role As an Asset Protection Service Representative, you are the first point of contact in creating a safe, welcoming, and secure environment in our stores. Your presence on the sales floor and at store entrances helps deter theft, promote safety, and support a positive customer experience. You play a vital role in protecting the people, products, and brand experiences across our house of iconic brands: Gap, Old Navy, Banana Republic, and Athleta. Through your attentiveness and professionalism, you help ensure our stores are places where customers and employees feel safe, supported, and inspired. What You'll Do * Maintain a strong, visible presence at store entrances and throughout the sales floor to deter theft and promote a safe shopping environment. * Greet customers with warmth and professionalism, offering assistance while remaining alert to potential safety or security concerns. * Monitor customer behavior and store activity to identify suspicious actions and report them promptly to store leadership or Asset Protection partners. * Support store teams during escalated customer situations by remaining calm, observant, and ready to assist as needed. * Assist Asset Protection Coordinators during external theft incidents by observing and documenting events in accordance with company policy. * Conduct regular checks of physical security systems such as doors, alarms, and surveillance equipment, reporting any issues immediately. * Share relevant safety and loss-related information with store teams to raise awareness and support prevention efforts. * Promote a culture of safety, inclusion, and accountability by modeling respectful, proactive behavior and encouraging others to do the same. Who You Are * Strong observational skills and attention to detail in a fast-paced retail environment. * Ability to remain calm, professional, and customer-focused in high-pressure situations. * Excellent interpersonal and communication skills; able to engage with customers and team members respectfully. * Willingness to learn and consistently apply safety and security protocols. * Flexible and adaptable to changing priorities and store needs. * Passionate about creating a safe, inclusive, and welcoming environment for all. Benefits at Gap Inc. * Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees. * One of the most competitive Paid Time Off plans in the industry.* * Employees can take up to five "on the clock" hours each month to volunteer at a charity of their choice.* * Extensive 401(k) plan with company matching for contributions up to four percent of an employee's base pay.* * Employee stock purchase plan.* * Medical, dental, vision and life insurance.* * See more of the benefits we offer. * For eligible employees Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity. Hourly Range: $16.90 - $18.20 USD Employee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.
    $16.9-18.2 hourly 15d ago
  • Financial Services Representative State Farm Agent Team Member

    Allan Cheng-State Farm Agent

    Finance service representative job in Glendora, CA

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Employee discounts Flexible schedule Paid time off Training & development Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Simple IRA Requirements Successful track record of meeting sales goals/quotas preferred Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Ability to make presentations to potential customers Ability to assess customer needs and conduct effective interviews Knowledge of financial services products Ability to explain complex financial issues in understandable terms Bilingual - Mandarin preferred Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education Bachelor's degree required If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $33k-52k yearly est. 28d ago
  • Inside Sales and Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Orange, CA

    Who WE Are: FASTSIGNS of Orange is a family owned, independently operated franchisee of FASTSIGNS. We are a new center rising from the chaos of the pandemic and just started this summer to be the graphics and signage partner of choice for our community! We consult, design, produce, source, and install visual communication assets for our customers. i.e. we don't just make signs! As a family owned center, we are committed to building an enduring business through providing long term careers for our staff to build their skills and professional careers, being the partner and advisor of choice to businesses we serve for all their visual communication needs, and creating a profitable business from which we can give back to our community. And have fun and make some money along the way of course! :) Job Title: Visual Communications Specialist (aka Inside Sales and Customer Service Rep.) Key Responsibilities: Oversee the Showroom Sales area of the Center and be the first point of contact for walk in customers Answer inbound calls to the center Make outbound sales calls using leads Convert leads to customers through closing sales in our business management software system Work with the graphics, production, and installation team members to ensure customer satisfaction with the finished products This position is for you if: You have a Great ATTITUDE: enjoy learning, work best in a team, and have a strong sense of personal accountability to create results for yourself and your team Enjoy problem solving to meet customer's needs, and go the extra step to help them create a vision of what the solution could look like Bold and relentless to create customer relationships and generate sales Detail oriented to ensure a smooth and efficient workflow with the team and for our customers (You will be doing some light project management to see the customers from start (estimate) to finish (final delivery/install) of each order) Fluent with Google's G-Suite (We use that heavily as part of our working environment) Able to lift and carry up to 50lbs (You may need to help our with production, or delivery of graphics to the customer site, or else help customers load products into their vehicles from our center) Can climb ladders (You may have to conduct site surveys at the customer site and do measurements) Have a valid driver's license (You may have to do site surveys occasionally at the customer site) Other "nice" to haves that will put you on the top of our list: Track record of sales experience with high close rates 3+ years of experience especially in B2B, even better if in the sign/graphics/marketing industry Previous experience with CRM/Sales platforms This position is NOT for you if: You don't like talking to new people, cold calling is not your thing You don't get excited to engage and build relationships with customers, and would rather stay isolated in front of a screen You're not comfortable asking for the sale and close potential orders, and are afraid of rejection You don't like being creative and prefer to sell the same widget day in and out You are looking to clock out at 5pm every day and have the same exact schedule every day If all this still sounds good to you, we provide: Paid Vacation, Holidays, and Sick days Benefits including dental and vision Sales commissions Paid travel to training and conventions out of state as you succeed in the role Opportunities to develop your career and train for other roles, e.g. Outside Sales Rep, Sales Manager, Center Manager, as our Center expands and grows Compensation: $18.00 - $24.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $18-24 hourly Auto-Apply 60d+ ago
  • Financial Services Representative I, II, Senior

    Global Credit Union 3.6company rating

    Finance service representative job in Hesperia, CA

    Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service and loan activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer California Consumer Privacy Act Notice
    $49.3k-73.4k yearly Auto-Apply 10d ago
  • Part Time (30 Hours) Associate Banker, La Puente and Lemon Branch, Walnut, CA Bilingual Mandarin Preferred

    Jpmorgan Chase Bank, N.A 4.8company rating

    Finance service representative job in Walnut, CA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. Reading and speaking in both English and Mandaring fluently is preferred for this role. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Walnut,CA $22.50 - $27.60 / hour
    $22.5-27.6 hourly 6d ago
  • Financial Services Specialist

    City of Loma Linda 3.7company rating

    Finance service representative job in San Bernardino, CA

    Job Summary: The Financial Services Specialist coordinates the accurate and complete registration for patients of all reimbursement types. Is responsible for verifying eligibility and benefits for both physician and hospital based services, entering patient demographics, and confirming billing information. Initiates and procures authorization for all ordered services, and documents incoming authorizations and other correspondence. Performs other duties as needed Education and Experience: High School Diploma or GED required. Minimum two years of experience in authorization, registration or insurance verification; either with a medical group or hospital setting required. Knowledge and Skills: Knowledge of health insurance networks (i.e. HMO, PPO, Medical, Medi-Cal, CCS), exceptional communication, interpersonal skills and efficiency. Demonstrated knowledge in demographics, authorization, or registration. Able to read; write legibly; speak in English with professional quality; use computer, printer, and software programs necessary to the position (e.g., Word, Excel, Outlook, PowerPoint). Operate/troubleshoot basic office equipment required for the position. Able to relate and communicate positively, effectively, and professionally with others; work calmly and respond courteously when under pressure; collaborate and accept direction.: Able to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position. Licensures and Certifications: Coding certification preferred.
    $30k-38k yearly est. Auto-Apply 14d ago
  • Parking Services Officer/Accident Investigator

    Military, Veterans and Diverse Job Seekers

    Finance service representative job in Orange, CA

    The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned. Enforces all state laws, city ordinances, and regulations pertaining to the parking of vehicles on public and private property Issues parking citations and warnings to violators Stores and impounds vehicles when necessary for parking in violation of state laws and city ordinances Immobilizes vehicles for unpaid parking citations Responds to a variety of traffic collisions and incidents Interviews involved parties, witnesses and victims of accidents Prepares written reports, forms, and diagrams documenting accident investigation Assists sworn police officers with accident investigation and interviewing witnesses at major accidents involving injuries and/or fatalities Investigates hit & run collisions Directs traffic at collisions, special events, malfunctioning traffic signals, or wherever necessary Deploys radar trailers and electronic message boards Assists the public and tourists with general inquiries and request Minimum Qualifications Any combination demonstrating the ability to effectively and successfully perform the duties of the position is considered qualifying. A typical combination is as follows: Education: Associate's degree in criminal justice, criminology or related field. Requires the ability to take POST-certified technical courses in traffic collision investigations. Experience: Two years of experience in a law enforcement agency with one year of strong public contact work experience is required. Any direct experience, training or coursework related to the field of parking enforcement and traffic accident investigation is highly desirable.License/Certificate Requirements: Due to the performance of field duties which requires the operation of a City vehicle, a valid California Drivers license and an acceptable driving record are required. A POST PC 832 Certificate will be required prior to the passing of the probationary period. A POST Basic Academy certificate will satisfy the PC 832 requirement.
    $47k-77k yearly est. 60d+ ago
  • Patient Financial Services Specialist

    Ameripharma

    Finance service representative job in Laguna Hills, CA

    Job DescriptionSalary: $22- $26 Hourly. DOE AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves. AmeriPharmas Benefits Full benefits package including medical, dental, vision, life that fits your lifestyle and goals Great pay and general compensation structures Employee assistance program to assist with mental health, legal questions, financial counseling etc. Comprehensive PTO and sick leave options 401k program Plenty of opportunities for growth and advancement Company sponsored outings and team-building events Casual Fridays Job Summary As a Financial Assistance Coordinator at AmeriPharma, you will play a vital role in ensuring patients have access to theirprescribed medications by finding tailored solutions to minimize their out-of-pocket expenses. This role requires astrong understanding of major medical and pharmacy billing, particularly in the context of the Medicare Part D program.Your mission will be to assist patients in obtaining their medications in a timely and cost-effective manner whileadhering to compliance guidelines. Schedule Details Location: On-Site, Laguna Hills, CA Two Positions Hours: Monday-Friday, 8:00 AM - 4:30 PM OR Monday-Friday, 5:00 AM - 1:30 PM Duties and Responsibilities Facilitate copay assistance enrollment with patients, foundations, prescriber offices, and other departments as needed. Tracking foundation fund availability and enrolling in a timely manner. Communicate with patients on available copay assistance programs and status changes. Reports patients refusing to pay copays or provide financial documentation for copay assistance enrollment tothe Financial Assistance Supervisor Reports patients who do not wish to proceed to Financial Assistance Supervisor Other duties as assigned Required Qualifications Patient-Centered Mindset: Demonstrate a strong commitment to the patient experience by providing personalized support tailored to each individual's financial needs and challenges. Analytical Skills: Review and assess patient information in detail to identify the most effective financial assistance options available. Billing Proficiency: Possess in-depth knowledge of major medical and pharmacy billing processes, with a strong understanding of Medicare Part D program structure and reimbursement models. Copay and Foundation Programs: Have working knowledge of copay assistance programs and nonprofit foundation support resources to help reduce patients out-of-pocket costs. Problem-Solving Abilities: Apply critical thinking to develop creative and effective solutions that ensure patients have access to prescribed therapies. Time Management: Prioritize tasks effectively and manage time efficiently to maximize impact and maintain workflow momentum. Team Collaboration: Thrive in both independent and team environments, collaborating seamlessly with cross-functional departments to support comprehensive patient care. Adaptability: Demonstrate a willingness to quickly learn and adapt to evolving practices in both major medical and pharmacy billing. Multitasking: Ability to effectively manage multiple tasks in a dynamic, fast-paced environment with shifting priorities. Education and Experience Requirements Associates Degree or equivalent experience in a related field Preferred Qualifications Medical Software Experience: Prior experience using medical record systems and software. Relevant Background: Previous experience as a Patient Access Coordinator or Financial Assistance Coordinator is highly preferred. Copay & Foundation Knowledge: Strong understanding of copay assistance programs and foundation-based financial support. Industry Experience: Prior experience in a specialty pharmacy, specialty home infusion setting, or a similar healthcare environment is a plus. Therapeutic Expertise: Prior experience with immunoglobulin (IG) therapies, oncology treatments, and related billing processes is highly preferred. Communication Skills: Excellent verbal and written communication abilities, with strong interpersonal skills. Time Management: Proven ability to work well under pressure and effectively prioritize tasks. Problem-Solving: Proactive and resourceful problem solver with a patient-centered, customer-first mindset. Organizational Skills: Highly organized and detail-oriented in managing complex workflows. Technical Proficiency: Skilled in Microsoft Office Suite and Google Workspace (Gmail, Google Chat, Drive, Calendar, Docs, Sheets). Tech Savvy: Strong computer skills with the ability to quickly learn and navigate new systems and platforms. AmeriPharmas Mission Statement Our goal is to achieve superior clinical and economic outcomes while maintaining the utmost compassion and care for our patients. It is our joint and individual responsibility daily to demonstrate to outpatients, prescribers, colleagues, and others that We Care! Physical Requirements 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. While performing the duties of this job, the employee is continuously required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 20 pounds and occasionally lift/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus. EEO Statement The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time. AmeriPharma values diversity in its workforce and is proud to be an AAP/EEO employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, age, protected veteran status, or based on disability or any other legally protected class.
    $22-26 hourly 6d ago
  • Financial Representative

    National Life Group-Northern California Agency

    Finance service representative job in Irvine, CA

    Job Description Financial Representative - Bilingual in English and Chinese is a plus Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options. • Full benefits package: health, dental, vision, 401(k), pension, life insurance. • Training stipend and performance-based bonuses. • Company-sponsored travel and professional development programs. •Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Participate in structured coaching and mentorship programs. Offer solutions in insurance, asset accumulation, and retirement planning. Leverage company-provided marketing tools and industry resources. Develop client relationships and provide tailored financial strategies. Follow a leadership advancement track with career growth opportunities. Qualifications: Must be authorized to work in the US. Demonstrated leadership or a proven track record of success. Self-motivated, coachable, and driven to succeed. Excellent communication and relationship-building abilities. No prior experience in finance is required-comprehensive training is provided. Bilingual in English and Chinese is a plus About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 176 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $28k-46k yearly est. 21d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Redlands, CA?

The average finance service representative in Redlands, CA earns between $27,000 and $62,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Redlands, CA

$41,000
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