Senior Client Service Associate
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
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Customer Service & Bike Tech
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.
Front Desk Representative
Service representative job in San Diego, CA
Coldwell Banker West is a real estate company based out of Ocean Beach. Our company specializes in helping clients find and secure their ideal homes and properties. We are committed to providing exceptional service and personalized support to meet the unique needs of each client. Located at 1851 Cable Street, we strive to create a seamless and positive experience for every customer.
Role Description
This is a full-time role for a Resource Center Administrator. The role is located in Ocean Beach, CA.
The job description for our Resource Center Administrator is to be the main point of contact and assistance to our sales force. From hire to transaction, the RCA will help with training, troubleshooting, information support, and supplying the agent with templated marketing pieces for their business and every listing or sale.
To achieve the above mentioned, the RCA will have to be well versed in all company programs, work with the IT company for basic troubleshooting or system support for wifi, agent workstations, etc., run basic MLS reports to determine which agents to reach out and support with marketing and or simple reporting reminders. To be a support to the agents, within the guidelines and boundaries defined in RCA procedures.
The goal is to create a smooth work environment for the agent and ensure the company standards for marketing and reporting are being adhered to. We would like our newly on-boarded agents to be productive as soon as possible and not have to struggle with understanding our company infrastructure. We want to touch as many agents as possible, so they stay connected to the company. We need to build strong relationships with our agent base and keep them engaged with the company through meetings, trainings, and events. And we need a strong cheerleader in the office that exemplifies the company mindset and core values of excellence, ingenuity, awesomeness and home.
Qualifications
Phone Etiquette and effective Communication skills
Strong Customer Service skills
Ability to multi-task and manage time effectively
Proficient in Microsoft Office Suite and other administrative software
High school diploma or equivalent
Previous experience in real estate or a related field is a plus
Consumer Financial Services Attorney
Service representative job in San Diego, CA
Are you a passionate attorney looking to make a significant impact in consumer financial services? A leading law firm is seeking a talented Associate Attorney to join their dynamic Consumer Financial Services practice group. This exciting opportunity offers flexibility in location and the chance to work with a collaborative team at the forefront of consumer finance litigation.
What You'll Do
Handle complex consumer finance litigation matters
Represent clients in cases involving FDCPA, FCRA, and RESPA
Draft pleadings, motions, and briefs
Conduct legal research and analysis
Participate in depositions and court appearances
Collaborate with partners and other attorneys on case strategy
What You'll Need
J.D. from an accredited law school
At least 3 years of experience in consumer finance litigation
Active bar membership and good standing in Texas, Virginia, California, Nevada, New Mexico, or Oklahoma (additional state admissions a plus)
Strong academic and professional credentials
Excellent written and verbal communication skills
Ability to work independently and as part of a team
Why You'll Love Working Here
Flexible work location options
Collaborative and supportive work environment
Opportunity to work on cutting-edge consumer finance cases
Clear path for professional growth and development
Competitive salary and comprehensive benefits package
Join a firm that values collegiality, creativity, and professional growth. This role offers the chance to refine your legal skills, build expertise, and make a meaningful impact in consumer financial services law.
If you're ready to take your legal career to the next level, we want to hear from you. Apply now to be part of our exceptional team!
Auto-ApplyCustomer Service / Production
Service representative job in San Diego, CA
Replies within 24 hours Benefits:
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Paid time off
Benefits/Perks:
Competitive Pay
Paid Vacation and Holiday
Performance Bonus
Ongoing Training Opportunities
A Successful FASTSIGNS Sign Production Specialist Will:
Follow a layout to place computer-cut vinyl or full-color graphic image(s) on a predetermined substrate or medium
Prepare substrates for vinyl application to include cutting, painting, laminating, cleaning, etc
Weed excess vinyl from computer-cut images. Weeding techniques vary with size, type of vinyl, and complexity of images
Operate and maintain printer(s)
Perform quality assurance measures pre- and post-production by accurately reading and interpreting a Work Order and then proofing for errors or unacceptable standards
Perform finishing operations such as laminating and/or mounting of printed pieces
Report inventory levels and stock to be reordered to the center manager/production manager or franchisee.
Clean and maintain storage areas
Ideal Qualifications for FASTSIGNS Sign Production Specialist:
1-2 years of experience in sign production preferred
High school diploma or equivalent
Ability to stand for long periods of time (4 hours or more)
Ability to lift 50 or more pounds
Flexibility to lean over a waist-high table and use back-and-forth hand motion to apply vinyl letters and graphics to a substrate
Ability to work under pressure to output high-volume, high-quality work
Ability to use light power equipment
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you seeking a job that offers constant learning, skills growth, and a career path? If so, we seek employees like you in the ever-changing Sign Industry. Apply today! Compensation: $32,000.00 - $46,000.00 per year
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.
Auto-ApplyCustomer Loyalty Retention Specialist
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-ApplyAppointment Center Service Representative
Service representative job in El Cajon, CA
This position provides high level member assistance by scheduling various appointments requested, transferring calls appropriately, composing messages and providing general information.Essential Responsibilities:
Upholds Kaiser Permanentes Policies and Procedures, Principles of Responsibilities and applicable state, federal and local laws.Operates in a high volume, high structured Appointment Center environment by constantly responding to incoming calls.Works in a personal computer environment with multiple departments.Uses guidelines and protocols for multiple departments to best meet member needs.Determines the type of appointment requested or needed, reviews scheduling mix of various physicians/providers, and then makes appointment utilizing appropriate guidelines.Prioritizes member needs and offers alternatives to members when appropriate.Utilizes superior customer service skills to provide service to members when diffusing difficult member encounters.Uses tact and diplomacy in handling difficult interactions with members.Determines if calls are urgent or emergent by listening to the member, following established guidelines and then transferring the call to the appropriate department for immediate resolution.Composes messages for physicians/providers, registered nurses and other medical staff based on member requests.Responds in a courteous and professional manner to general questions, using on-line databases to provide information to any member or other personnel calling the center.Identifies ways to improve quality of service to members and recommends steps used to accomplish these changes.Must perform all of the above duties while meeting established standards of performance for quality and productivity.Performs clerical duties which may include assigning new members a primary care physician, calling patients and booking appointments for specialty appointments, calling members to cancel and reschedule appointments.Assume other activities and responsibilities from time to time as directed.Qualifications Basic Qualifications: Experience
Two or more of the following: One year of customer service experience. One year of personal computer experience.Successful completion of the Call Center Simulation TestAs part of applicant process, must take Proofreading Assessment for non KP employees only.Per the National Agreement, current KP Coalition employees have this experience requirement waived. Education
High school graduate or equivalent. License, Certification, Registration N/A Additional Requirements:
Must be able to read and write English.Demonstrated knowledge of medical terminology. Preferred Qualifications:
Auto-ApplyInbound Sales Representative
Service representative job in San Diego, CA
This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Join Spectrum and unlock your potential with competitive pay starting at $20/hour plus lucrative incentives that can bring top performers to an annual salary of over $70,000 a year! And that's not all, enjoy free and discounted Spectrum services like internet, TV, and mobile while building a long and rewarding career.
Are you excited by the challenge of turning inquiries into loyal customers? As an Inbound Sales Representative on our Community Solutions team at Spectrum, you'll be the driving force in converting potential leads into satisfied customers. Your role in promoting and selling our comprehensive suite of products will directly contribute to solutions our growth and success. By providing exceptional service and solutions, you'll make a significant impact on customer satisfaction and our community outreach. Join us in shaping the future of connectivity and making a real difference in people's lives.
What Our Inbound Sales Representatives Enjoy Most About the Role
* Enhancing the customer experience with professionalism and courtesy.
* Selling Spectrum products and services, meeting or exceeding sales goals.
* Developing customer-centric solutions by assessing needs and highlighting product benefits.
* Acting as a product consultant and retaining customers by taking retention calls.
* Handling billing inquiries, resolving concerns and maintaining knowledge of campaigns and pricing.
Working Conditions
* Normal office environment.
Required Qualifications
Education
* High school diploma or equivalent.
Experience
* 1 year of sales experience, preferably selling Voice, Data, and Video solutions, or 6 months as a Billing agent with proven sales success
* 1 year in customer service or call center experience
* 6 months of sales experience or 3 months demonstrated sales success in a Spectrum position
Technical Skills
* Familiarity with billing systems
* Working knowledge of cable communications products and services, including video (TV), data (internet), voice (telephone) and mobile.
Skills & Abilities
* Strong verbal and written communication skills in English
* Ability to apply effective sales techniques and achieve sales goals
* Capability to conduct needs analysis, overcome objections, develop a compelling sales pitch and close sales
* Flexibility to work variable hours, including weekends, holidays and split days off
#ZRSM2
#LI-MG1
CAM115 2025-65859 2025
Here, our employees don't just have jobs, they're building careers. That's why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life.
A qualified applicant's criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances.
The base pay for this position generally is between $18.00 and $29.52. The actual compensation offered will carefully consider a wide range of factors, including your skills, qualifications, experience, and location. We comply with local wage minimums and also, certain positions are eligible for additional forms of other incentive-based compensation such as bonuses.
In addition, this position has a commission earnings target starting at $15,308.
Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you'll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more.
Grow Your Career Here We're committed to growing a workforce that reflects the customers and communities we serve - providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.
Audi Technologist and Customer Retention Specialist
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
Customer Call Center Representative
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
BDC Service Rep/Call Center
Service representative job in Escondido, CA
Do you love helping customers and have great phone skills? Would you want to work in a position with serious potential for growth in your career? Look no further! Lexus Escondido is seeking an experience Customer Service Professional to help with booking Service appointments over the phone! Join our culture of excellence and reap our generous benefits!
What we offer:
Excellent company culture
Advancement opportunities
Medical, Dental, and Vision plans
Company-paid Life Insurance
401(k) savings plan with company match
Paid vacation
Tuition reimbursement
Major Essential Duties:
Promptly and professionally answer multiple inbound calls with the number one goal being to provide an
exceptional guest experience
and to schedule a solid and specific service reservation with the service team.
Provide clients with information pertaining to current service offerings.
Proactively contacting clients to remind them of scheduled reservations, rescheduling missed reservations, and politely reminding clients of due & overdue services.
Keep current with service specials, all direct mail pieces, and recall notices from the manufacturer.
Other duties as assigned.
Qualifications
Values that align with our core principles: Integrity, Teamwork, Innovation, Respect, and Excellence
2-3 years of customer service experience or equivalent combination of education and training
Strong customer relations skills with the ability to understand and respond to customer inquiries
Clear and professional verbal and written communication skills
Professional appearance and demeanor
We are an EOE/M/F/D/V Employer and support a drug free workplace.
Auto-ApplyCustomer Success Representative
Service representative job in San Diego, CA
Argen Corporation currently has an exciting opportunity for an exceptional client-focused Customer Success Representative to join a growing, technology-focused and service-oriented team. Are you passionate about providing top level customer service while proactively resolving problems? Do you enjoy collaborating, sharing ideas and delivering the best results in a fast- paced dynamic environment? If you would like to be a part of an organization with an unwavering commitment to quality dental solutions, then explore our career opportunities and get to know Argen.
About Us
Argen is a family-owned and privately held company based in San Diego, CA with a state-of-the-art manufacturing center that provides high quality dental solutions to dental labs of all sizes. Founded as a precious metals company in South Africa, Argen has evolved into a dynamic, technology-based manufacturing organization focused on three key business segments, including dental alloys, zirconia, and digital dentistry solutions. Argen continues to invest in innovative product improvement initiatives through its Quality Management System to provide our global customers with affordable, high-performance products and industry-leading excellent service. Argen's products are FDA regulated and ISO certified.
About the Opportunity
As a Customer Success Representative, you will be working in a high performing organization that values and exhibits accountability, passion and attention to detail. In this role, you will work in unison with the sales team to support customer needs throughout the sales and fulfillment processes to deliver superior customer service.
In this role, the successful candidate will:
* Manage customer retention through incoming and outgoing calls.
* Upsell existing accounts on digital products.
* Ensure all accounts are actively purchasing Argen Digital products.
* Log and triage inbound account inquiries and follows processes to ensure all issues are resolved.
* Document all account interactions within Argen's CRM and ERP systems.
* Participate in quarterly sales initiatives to maintain KPIs.
* Communicate effectively with the outside sales team to keep them apprised of all interactions with their accounts.
* Communicate with other departments to ensure account order timelines, customer inquiries, and overall satisfaction exceeds expectations.
* Provide feedback to business development on additional products that may be beneficial to add to the digital product suite.
* Provide feedback on the Argen Digital website to improve usability and customer adoption and retention.
* Develop and evolve existing processes to improve the digital onboarding process and general purchasing procedures.
* Other duties as assigned.
What does it take to be a qualified candidate?
* Excellent interpersonal skills. Able to communicate with ease with all levels of staff, management and customers.
* Fast learner with technical aptitude and high attention to detail.
* Able to Multi-task effectively and efficiently.
* Able to meet tight deadlines in a fast-paced team environment.
* Ability to prioritize, stay organized and focused.
* Can deliver a customer focused service to internal and external customers.
* Able to work collaboratively on a team, but can also work autonomously.
* Outgoing, friendly, enthusiastic, professional, self-motivated and positive.
* Ability to work under pressure & demonstrate a can do attitude.
* Experience interacting with customers.
* Bachelor's degree from an accredited four-year college or university preferred.
* Strong written and verbal communication skills, face to face and over the phone.
* Extensive experience with online e-commerce platforms
* Delivery and solution focused attitude.
* Technical aptitude and analytical propensity.
* Experience working with CRMs (Salesforce) and ERPs (QAD).
Our Awesome Benefits!
Working for a growing, innovative company like Argen means exciting opportunities for training and learning, career development and advancement from only the best in the dental industry. With all that hard work, Argen is committed to ensuring the welfare of its employees and provides an amazing benefit package that includes:
* Health, Dental and Vision Plans
* 401k with Employer Match
* Paid Vacation, Holiday and Sick Time
* Employee Events
* Wellness Programs
* Discounts for home, travel, entertainment, and relaxation that include mobile phone service, technology, airline and hotel, theater/theme park tickets, restaurants and so much more!
EOE/M/F/Vet/Disabled VEVRAA Federal Contractor
Customer Success Representative
Service representative job in San Diego, CA
Argen Corporation currently has an exciting opportunity for an exceptional client-focused Customer Success Representative to join a growing, technology-focused and service-oriented team. Are you passionate about providing top level customer service while proactively resolving problems? Do you enjoy collaborating, sharing ideas and delivering the best results in a fast- paced dynamic environment? If you would like to be a part of an organization with an unwavering commitment to quality dental solutions, then explore our career opportunities and get to know Argen.
About Us
Argen is a family-owned and privately held company based in San Diego, CA with a state-of-the-art manufacturing center that provides high quality dental solutions to dental labs of all sizes. Founded as a precious metals company in South Africa, Argen has evolved into a dynamic, technology-based manufacturing organization focused on three key business segments, including dental alloys, zirconia, and digital dentistry solutions. Argen continues to invest in innovative product improvement initiatives through its Quality Management System to provide our global customers with affordable, high-performance products and industry-leading excellent service. Argen's products are FDA regulated and ISO certified.
About the Opportunity
As a Customer Success Representative, you will be working in a high performing organization that values and exhibits accountability, passion and attention to detail. In this role, you will work in unison with the sales team to support customer needs throughout the sales and fulfillment processes to deliver superior customer service.
In this role, the successful candidate will:
Manage customer retention through incoming and outgoing calls.
Upsell existing accounts on digital products.
Ensure all accounts are actively purchasing Argen Digital products.
Log and triage inbound account inquiries and follows processes to ensure all issues are resolved.
Document all account interactions within Argen's CRM and ERP systems.
Participate in quarterly sales initiatives to maintain KPIs.
Communicate effectively with the outside sales team to keep them apprised of all interactions with their accounts.
Communicate with other departments to ensure account order timelines, customer inquiries, and overall satisfaction exceeds expectations.
Provide feedback to business development on additional products that may be beneficial to add to the digital product suite.
Provide feedback on the Argen Digital website to improve usability and customer adoption and retention.
Develop and evolve existing processes to improve the digital onboarding process and general purchasing procedures.
Other duties as assigned.
What does it take to be a qualified candidate?
Excellent interpersonal skills. Able to communicate with ease with all levels of staff, management and customers.
Fast learner with technical aptitude and high attention to detail.
Able to Multi-task effectively and efficiently.
Able to meet tight deadlines in a fast-paced team environment.
Ability to prioritize, stay organized and focused.
Can deliver a customer focused service to internal and external customers.
Able to work collaboratively on a team, but can also work autonomously.
Outgoing, friendly, enthusiastic, professional, self-motivated and positive.
Ability to work under pressure & demonstrate a can do attitude.
Experience interacting with customers.
Bachelor's degree from an accredited four-year college or university preferred.
Strong written and verbal communication skills, face to face and over the phone.
Extensive experience with online e-commerce platforms
Delivery and solution focused attitude.
Technical aptitude and analytical propensity.
Experience working with CRMs (Salesforce) and ERPs (QAD).
Our Awesome Benefits!
Working for a growing, innovative company like Argen means exciting opportunities for training and learning, career development and advancement from only the best in the dental industry. With all that hard work, Argen is committed to ensuring the welfare of its employees and provides an amazing benefit package that includes:
Health, Dental and Vision Plans
401k with Employer Match
Paid Vacation, Holiday and Sick Time
Employee Events
Wellness Programs
Discounts for home, travel, entertainment, and relaxation that include mobile phone service, technology, airline and hotel, theater/theme park tickets, restaurants and so much more!
EOE/M/F/Vet/Disabled VEVRAA Federal Contractor
Auto-ApplyClient Specialist
Service representative job in San Diego, CA
About the Role
Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar.
What You'll Do
Front Desk Responsibilities:
Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience
Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service
Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand
Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time
Assist clients, building individual connections, and providing direction with any questions or concerns
Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner
Deliver first class client experience at all times
Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed
Guide clients with regards to the latest studio promotions, membership discounts and/or special events
Maintain product knowledge for all studio retail operations
Participate in all relevant training and development programs and meetings as directed by Operations leaders
Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements
Fuel Bar Responsibilities:
Deliver quality protein smoothies and customer service in the Fuel Bar
Handle pre-orders and orders on the spot, custom to each client's needs
Assist clients with questions and product selection
Complete client's orders in a timely manner utilizing a POS transaction
Maintain fuel bar department areas clean and sanitized
Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations
Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy
Prepare various fuel bar goods following company recipes
Facility Maintenance:
Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors
Support in cleaning and maintaining of locker rooms to brand standard as directed
Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas
Conduct small studio repairs when appropriate
Laundry services, including collecting, washing, and folding towels
Adhere to daily and weekly cleaning and maintenance checklists
Customer Service:
Ensure all existing and new clients are provided with the highest level of hospitality
Maintain client database and utilize information to increase client contact
Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools
Qualifications
Strong hospitality skills and alignment with Barry's Mission, Vision and Values.
Ability to work either a full-time or part-time schedule
Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Friendly, outgoing personality and enjoy social interaction
Exhibits enthusiasm for the studio and for the job
Must be a patient, courteous listener, able to show empathy
Responding to clients request with a can-do attitude
Cooperative manner with a focus on team culture.
Ability to prioritize and work within a fast-paced environment
Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment
Have an eye for detail and care for the studio's appearance and cleanliness
Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness
Maintain a professional appearance and behavior
Demonstrate excellent communication skills
Candidates must be at least 18 years or older to apply
Client Specialist Associate
Service representative job in San Diego, CA
You like interacting with people, fixing things and understand what it means to be a champion of a brand. You are the voice of the company for customers, you understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. This role is key to enhancing our customer-focused product and supporting its users.
Responsibilities
Deliver above-and-beyond customer service and experiences through phone, email and social media channels.
Explain complex investment principles clearly, helping prospects and customers see the benefits of our products.
Troubleshoot customer issues and concerns, investigating why they happened, and communicate to find rapid resolutions.
Act as the internal voice of the customer, offering insights to help build a better product.
Suggest improvements to company processes. (website, frequently asked questions, etc.)
Requirements
2-3 years of relevant work experience.
Expertise with customer service, financial services or retail banking.
Technical savvy, specifically the ability to navigate multiple systems simultaneously to respond to customer inquiries.
Exceptional written communication skills and ability to built rapport - you will speak with our customers through both email and over the phone.
Bonus Points
Customer service or related experience working with CRM systems (Salesforce, ZenDesk, ZoHo)
Patient Account Specialist - PFS Billing Services
Service representative job in San Diego, CA
Scripps Health Administrative Services supports our five hospital campuses, 31 outpatient centers, clinics, emergency rooms, urgent care sites, along with our 17,000 employees, more than 3,000 affiliated physicians and 2,000 volunteers. This is a Full Time (80 hours every pay period) benefited position, Monday-Friday for day shift. Over time additional hours when needed.
Join the Scripps Health team and work alongside passionate caregivers and provide patient-centered healthcare. Receive endless appreciation while you build a rewarding career with one of the most respected healthcare organizations nationwide.
As a Patient Account Specialist, you will be supporting the Billing Services department at our 4S Ranch Business Services location. This role is essential in managing a high volume of hospital Government Insurance/Billing documents, while also performing follow up actions to gather accurate information needed from patients, payers and providers. The ideal candidate is one who thrives in a fast-paced environment and has a passion for insurance and medical claims.
As a Patient Account Specialist, you will be responsible for the following:
* Responsible for working aged reports and credit balances on a regular basis set by department guidelines.
* Follows-up with insurance carriers timely on unpaid claims until claims are paid or only self-pay balance remains. Does not have claims written off for timely filing.
* Processes rejections by either making accounts self-pay and generating a letter of rejection to patient or correct any billing error and resubmitting claims to insurance carriers.
* Keeps updated on all billing requirements and changes for all insurance types.
* Responsible for responding to all inquiries, billing denials, other correspondence and phone requests in an efficient, timely, and effective manner. Secures needed medical documentation required or requested by insurances.
* Works with HIM staff to ensure that complete diagnosis/procedure codes and modifiers are reported to insurance carriers as required.
* Working directly with the insurance company, healthcare provider, liable third parties, and patient to get a claim processed and paid
* Works to help maintain Accounts Receivable (AR) days at or near target level set by the Hospital Senior Team.
* Supporting continuous improvement of organization processes and personal knowledge and skills, and maintaining and protecting confidential information
* Providing excellent customer service through cooperative working relationships, and meeting productivity and quality standards.
#LI-JS1
Required Education/Experience/Specialized Skills:
* Strong working knowledge of managed care plans, insurance carriers, government Payers and payer requirements.
* Knowledge of Medical Terminology and Medicare Compliance.
* Familiarity with HIPAA privacy requirements for patient information.
* Basic understanding of DRG's, Medical ICD9/ICD10 codes and CPT/HCPC Codes.
* Ability to multitask and stay organized.
* Good verbal and written communication skills.
* Detail oriented and ability to prioritize work.
* Requires a moderate level of interpersonal, problem solving, and analytic skills.
* Knowledgeable on insurance and reimbursement process.
* Ability to establish/maintain cooperative working relationships with staff, Medical Staff and providers.
Preferred Education/Experience/Specialized Skills:
* Two years of patient accounts experience in a healthcare setting.
* Working knowledge of healthcare EPIC software preferred.
* Minimum two year experience billing Medicare, Medicaid, Blue Cross and Commercial insurance preferred, three or more years desired.
* Knowledge in Excel, Word and basic computer functions such as saving documents, sharing documents
* Demonstrate strong computer skills required. (Education may be substituted for experience in some areas.)
* Demonstrate knowledge of accounts receivable practices, payer billing and reimbursement procedures and practices.
* Working knowledge of hospital UB04, CPT-4, HCPCS, ICD-10 and Revenue codes.
* Proficient in institutional insurance billing guidelines using 837I X12 Version 005010X279A1 transactions.
At Scripps Health, you will experience the pride, support and respect of an organization that has been repeatedly recognized as one of the nation's Top 100 Places to Work.
You'll be surrounded by people committed to making a difference in the lives of their patients and their teammates. So if you're open to change, go ahead and unlock your potential.
Position Pay Range: $26.45-$34.33/hour
Inbound Sales Representative
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-ApplyReservation Agent
Service representative job in San Diego, CA
We are seeking an outgoing individual for our Remote Travel Coordinator opportunity. As a Coordinator, you will be responsible for booking amazing trips for corporate and leisure clients in destinations all around the world! This is great for anyone who absolutely loves to travel and help others with planning.
Roles & Responsibilities
Research, Create, and Execute exceptional itineraries for clients
Review individuals needs and wants for travel, to ensure you can cater a trip specially designed to meet their needs
Complete ongoing training to earn and maintain certification to book travel
Attend ongoing webinars with vendors and suppliers, to become specialized with specific destinations
Review budgets, and plan trips according to clients budget constraints
Create promotional materials to utilize
Monitor restrictions on travel that come and go
Book travel needs (airline, car rental, hotel accommodations, cruise, ticket/event sales, etc)
Effectively communicate with clients pre/post travel
Handle issues that may arise during the bookings and/or travel for clients
Network with tour operators regarding packages that you can possibly offer to clients
Part Time or Full time
Requirements
Must be at least 18years of age, and be authorized to work within the US, Mexico, Australia or United Kingdom.
Must be able to effectively communicate with clients (strong sales background a plus)
Must have a smartphone with internet access, laptop recommend but not required
Personal travel experience is a huge plus, however not required
Previous experience in customer service or hospitality also a plus, but not required
Benefits
Flexible Schedule
Travel Perks
Licensed & Bonded
Personal Website
E&O Insurance with Fraud Protection
Daily Training Available
Travel Agent Certification
Chat Customer Representative
Service representative job in San Diego, CA
We are seeking a dedicated and empathetic A chat support agent Representative to join our team. The ideal candidate will be responsible for providing exceptional customer support via phone, email, or live chat. As a representative, you will play a crucial role in ensuring that our customers receive the best possible experience, resolving their issues promptly and efficiently.
The online chat representative may provide technical support, resolve customer service inquiries, or offer additional forms of real-time problem-solving
Qualifications:
Love for customers and their experience with a product
Analytical skills and ability to leverage data to drive decision-making
Excellent communication and interpersonal skills
Demonstrated ability to build and maintain strong relationships with customers and internal stakeholders
Experience with customer support ticketing systems and CRM platforms
Knowledge of customer support metrics and industry best practices
Able to integrate technology-based solutions that improve the customer experience (AI, Chat, Self-serve portals)
Able to help customers on weekends if needed
Key Responsibilities:
They're responsible for answering customer questions that come in via the website(s)
Live chat agents need to be able to provide concise information to customers. Chat is all about quick responses and accessibility so agents need to be able to answer questions effectively and efficiently.
Customers commonly use live chat to reach out with a problem. This could be to do with a faulty product, shipping issues, service complaints all sorts. And its the job of the live chat agent to fix the issue.
You might think that soft skills are less important for a web-based role than they are for other, face-to-face customer service jobs. But its not enough to Acrobatically answer questions in live chat.
So, another of the live chat agent responsibilities is to make the conversations they have with customers meaningful. And that requires soft skills.
As such, another of the live chat agent responsibilities is to identify such major pain points. Then, they need to flag them to a liaison who will convey the information to other departments. In this way, live chat agents are part of developing and improving the products and services the business offers.
Complete training
Beyond cross-training on other channels, broader customer service training is another key part of a chat agents job. Live chat agents commonly undergo on-the-job training. Typically, this includes technical training, policy training, soft skills training, and the like.
While the company should provide this training, its the responsibility of the agent to engage with the opportunity to touch up and improve their skills.
Work Location: Remote USA Only
Outbound Call Center
Service representative job in Chula Vista, CA
Job Description
JOB TITLE: Outbound Call Center
REPORTS TO: Call Center Supervisor
STATUS: Full-Time (6-month Contract)
THE ORGANIZATION
Operation Samahan (OpSam Health) is a Federally Qualified Health Center (FQHC) that serves the San Diego County community. Founded in 1973 in a barber shop in Downtown San Diego by Filipino health professionals offering services to immigrants who did not have the finances, linguistic skills, or ability to navigate the health care system. Today, Operation Samahan has evolved into a diverse community health center with services available in National City, Mira Mesa, City Heights, and Rancho Penasquitos. We provide primary care, dental, behavioral health, family planning, integrative health and wellness, healthy eating, civic engagement, and other health related services to the uninsured, underinsured, and underserved families of all income levels regardless of their ability to pay.
JOB PURPOSE:
The Call Center Representative is responsible for making outbound calls to assigned lists of patients to facilitate patient engagement and service utilization. The representative will provide information, assist patients in selecting primary care providers, and ensure the accuracy of patient records. The role also includes educating patients on the services available through the clinic and guiding them on eligibility and registration. Additionally, the representative assists with special projects as needed or when workload permits.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Make outbound calls to Health Plan assigned Medi-Cal patients to Opsam Health who have not yet established primary care and schedule their appointments.
Make outbound calls to list of established patients that have lost to follow-up
Make outbound calls to patients as assigned
Perform patient registration and appointment scheduling
Engage patients by providing detailed information about clinic services and guiding them through the registration process.
Confirm and update patient information in the electronic health records system (ECW) to ensure accuracy.
Determine the patient's insurance status and assist with documentation for billing purposes.
Explain payment options, including the sliding fee scale, and arrange for payments as needed.
Recognize and respond to patients' needs for immediate or urgent care services.
Assist patients in navigating the healthcare system and understanding their benefits and eligibility.
Accurately enter data related to program eligibility, registration, and service documentation.
Assist with special projects as assigned, when workload permits, to support overall clinic operations.
QUALIFICATIONS:
Familiarity with Medi-Cal, contracted insurance plans, and third-party payer requirements preferred.
Proficient in Windows and Microsoft applications, including Word, Excel, PowerPoint, and Outlook.
Strong organizational skills and the ability to prioritize tasks effectively.
Excellent verbal and written communication skills, with a focus on customer service and patient interaction.
Ability to build and maintain positive interpersonal relationships with diverse groups of people.
Flexibility to handle multiple tasks efficiently and maintain composure under pressure.
Demonstrated ability to follow instructions and exercise sound judgment.
Strong analytical skills and attention to detail.
Bilingual (English/Spanish or English/Tagalog) preferred.
EDUCATION AND EXPERIENCE:
High school diploma or GED required.
At least one year of experience in a customer service role, preferably within a healthcare setting.
Experience working in a community health center is preferred.
PHYSICAL DEMANDS:
Frequent use of a computer, telephone, fax, and copier.
Ability to sit or stand for long periods, bend, climb, and lift up to 25 lbs.
SALARY RANGE:
$21.00 - $24.00 per hour