Service representative jobs in San Clemente, CA

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

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.

The Customer Service Representative fields external customer questions, complaints and shipment tracking inquiries while demonstrating the highest degree of courtesy, integrity and professionalism to resolve customer issues via phone and email communication. Core Duties & Responsibilities: Answer incoming customer calls and provide detail information Notify customers daily of freight availability Data entry (domestic and international bills) Maintain a driver sign in log Maintain a cash log file Maintain files in order and as outlined in the operations procedures and policy manual Perform daily audits on all outbound shipments Arrive inbound manifest and close out outbound manifest in the AS400 Consistently monitor e-mail request and provide detail information in a timely fashion Regular and dependable attendance Prepare in-bond documentation (Smaller stations only) Acceptance of “containers” and proper documentation (Smaller stations only) Office cleanliness: vacuum and trash empty (Smaller stations only) Process dock receipt for export bookings and maintain spreadsheet (Smaller stations only) Other duties as assigned Requirements: Demonstrated ability to carry out assignments to their completion and meet deadlines Ability to establish and maintain effective working relationships with employees and managers Desire for a long-term career with an industry leading company Ability to present and maintain a positive corporate image in a fast paced environment Proactively establish and maintain effective working team relationships with all support departments Must be proficient with Microsoft Office products including; Word, Excel, PowerPoint, Outlook, etc. Ability to perform general administrative duties; file, perform data entry, photocopies, etc. Ability to handle heavy work load and work well under pressure Understanding of industry documents (bill of lading, master air way bills, tsa forms, etc) High school diploma or GED equivalent Must be able to pass basic hazardous materials training Skills: Ideal candidate will possess a “can do” attitude with a “will do” work ethic Must have the ability to work in a fast paced environment Strong verbal and written communication skills Experience with AS400 operating systems is a plus Transportation industry knowledge and experience is a plus Computer skills, including MS Office/Excel, AS400 functions: air-bills, manifest, customer, customer service, reports, etc. Forward Air is an Equal Opportunity employer. #FWRD1 Since 1990, Forward Air has been a leading provider of ground transportation and related logistics services to the North American air freight and expedited LTL market. We offer surface shipping on an accelerated “time-definite” basis, delivering cargo at a specific time, but under less time-sensitive situations - supplying you with a cost effective, reliable alternative to air transportation. We work with companies of all sizes to develop tangible advantages and build the best products to meet your specific needs. Forward Air presents to the wholesale transportation community (logistics companies, freight forwarders, integrated air cargo carriers, passenger/ cargo airlines, and non-traditional shippers), a single-source provider that can deliver more supply chain services and a superior menu of choices. Throughout the years we have added supplementary lines to our linehaul service, such as full truckload operations (Truckload Services), final-mile coverage (Complete Cartage), and an Airline Logistics program, and we will continue to expand our services to meet the changing needs and growth of our customer base. Forward Air is structured to optimize both savings and service to our customers. Direct partnerships with owner-operators and other surface transportation providers, enable us to remain cost-competitive. The Forward Air network is designed with over 90 facilities located at or near major U.S. and Canadian airports, 12 regional sort centers and over 300 beyond points (secondary airports provided through our Complete Cartage service), creating one of the most comprehensive linehaul networks in the industry. Ranked 3rd in Newsweeks 2022 "Americas Most Trustworthy Companies" publication

Customer Support Specialist - On-Site | Riverside, CA Maverick Manufacturing is looking for a Customer Support Specialist Representative who's equal parts detail-driven, steady under pressure, and obsessed with delivering a smooth, accurate experience for customers from the first call to the final shipment. If you enjoy making things run cleanly, communicating clearly, and keeping orders moving without friction, this role will feel like home. About the Role You're the first person customers talk to-and the last person who checks the details before an order goes out the door. In this full-time, on-site position, you'll manage the entire order process: entering purchase orders, coordinating internally, communicating with customers, and ensuring every order is accurate, documented, and delivered on time. Our business moves fast. Your organization, responsiveness, and precision keep everything flowing without sacrificing quality. What Success Looks Like (First 90 Days) • Orders entered accurately, on time, with clean documentation • Customer inquiries acknowledged within two hours • Proactive, timely communication across Sales, Production, and Logistics • Customers express confidence in your responsiveness • Internal teams rely on your attention to detail to keep fulfillment and shipping on track Key Responsibilities Customer Service • Be the primary contact for all customer inquiries, orders, and updates • Communicate professionally by phone and email • Provide order status, lead times, and product information • Build positive relationships that support customer satisfaction and retention Order Processing • Enter and process purchase orders with strong accuracy • Verify details against quotes, pricing, and inventory • Issue POs to suppliers to support customer orders • Coordinate with Sales, Operations, and Shipping for timely fulfillment • Track orders from entry through delivery • Maintain organized order records and documentation Administrative & Cross-Functional Support • Assist with order adjustments and customer documentation • Resolve discrepancies quickly by communicating internally • Support improvements that enhance accuracy and customer experience Who We're Looking For Experience & Skills • 2-4+ years in customer service, order processing, or sales support • Manufacturing/distribution experience is a plus • Strong attention to detail; ability to manage multiple orders • Comfortable with ERP, CRM, or order management systems • Clear, professional written and verbal communication Core Qualities • Detail-driven and committed to accuracy • Calm under pressure and able to pivot cleanly • Service-minded and responsive • Collaborative across Sales, Operations, and Logistics Compensation & Benefits • Competitive salary (based on experience) • Health, dental, vision • 401(k) • Paid time off • Growth opportunities in Finance/Operations as the company scales • Flexible schedule • On-site role in Riverside, CA How to Apply Email ********************* with the subject line: “Customer Support Specialist - Maverick (Riverside)” Please include: • Your resume or LinkedIn profile • A short note (≤300 words) describing a time you resolved a customer issue or improved an order process • Your earliest available start date

Job Title: Member Service Representative (Bilingual - Vietnamese and Spanish) Target Compensation Range: $25.00-$28.00/hour, depending on the level of relevant qualifications and experience. About Us: Astiva Health, Inc., located in Orange, CA is a premier healthcare provider specializing in Medicare and HMO services. With a focus on delivering comprehensive care tailored to the needs of our diverse community, we prioritize accessibility, affordability, and quality in all aspects of our services. Join us in our mission to transform healthcare delivery and make a meaningful difference in the lives of our members. SUMMARY: The Member Service Specialist is responsible for answering telephonic inquiries from current and potential members and providers regarding Medicare Advantage benefits, eligibility, enrollment, claims, referral, prior authorizations, appeals & grievances and other related concerns. Our Member Service Specialists ensure customer satisfaction by providing excellent customer service, displaying a desire to help and maintaining a professional demeanor. Member Service Specialists will be expected to maintain quality and performance standards. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Handle inbound and outbound phone calls, emails and other necessary communications with members and providers Clearly identify and act on customer needs to achieve satisfaction. Clearly explain all details of the Medicare Advantage Plan including procedures, protocols, benefits, and any other necessary information to the member or provider during inbound and outbound calls. Fully understand all aspects of Medicare Advantage including but not limited to benefits, prior authorization, referrals, claims, enrollment, eligibility, appeals & grievances, providers networks and pharmacy services. Provide accurate and complete information using the tools provided Keep detailed written records of each telephone encounter during the call Adhere to all call center metrics as set forth by CMS regulation and call center leadership. Attempt to resolve the member's issue completely during the first phone call. Go above and beyond to provide exceptional customer service. EDUCATION and/or EXPERIENCE: 2+ years customer service experience Minimum 1+ years' experience with Medicare Advantage Health Plan experience. Excellent verbal and written communication skills including active listening and probing techniques. Ability to multi-tasks, time manage and prioritize. Ability to document information while on the phone with the member. Ability to build rapport with members Fluent in Vietnamese or Spanish (verbal and/or written) BENEFITS: 401(k) Dental Insurance Health Insurance Life Insurance Vision Insurance Paid Time Off

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

Company Profile SoCal JCB is a highly successful, fast-growing business. We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers. Position Purpose The Service Specialist is responsible for processing service department Work Orders and ordering/receiving parts. This position reports to the Service Manager. Position Type: Exempt Major Tasks, Responsibilities & Key Accountabilities Interacts directly with customers, meet expectations, handles potential problem situations, customer satisfaction. Reviews work orders for completeness and accuracy prior to customer billing Submits all service warranty and Product Improvement Program claims within the required timeframe to receive maximum credit Handles inbound service and parts inquiries Research and places parts orders from JCB and various vendors Handles all shop inquiries in an efficient and responsive manner. Maintains parts inventory. Researches and advises technicians of parts and orders. Monitor and update Livelink to drive parts and service revenue. Ensures safety policy and practices are followed Maintains a clean and professional image according to JCB Standards Conducts business in alignment with the company's Values Performs other related duties as required. Knowledge, Skills, Abilities & Competencies High School diploma or equivalent experience Proficiency with Microsoft Word, Excel and PowerPoint Ability to perform multiple tasks while maintaining a sense of urgency. Excellent customer service skills Excellent problem-solving skills - ability to think outside the box Strong interpersonal and team working skills Excellent oral and written communication with an emphasis on phone skills Ability to take direction well and work with minimal supervision Bilingual in English/Spanish required JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at ****************************************

Worldwide Logistics Inc. is looking for an Import Customs Logistics professional or Customs Entry Writer. In this position you will work within our Customs Brokerage Department to make each US import shipment or entry a success. Responsibilities: File Importer Security Filing (ISF) File Customs Entry Daily tracking and tracing of customer shipments Communicating with ocean / air carriers, truckers, warehouses for arranging shipments and follow up on shipment updates Accurate and complete documentation preparation Compliance with timeliness of Customs entry and ISF Filings and other Customs regulations Maintain thorough communication with client and overseas offices throughout shipment process Arranging payments to vendors for services rendered Utilizing Customs Brokerage management software for filing and document generation Maintaining reports online or in Excel if required by the account Working in conjunction with other staff to complete required import service Complete accurate profit and loss analysis for each shipment Requirements: Strong attention to detail and accuracy Good communication with teammates, supervisor and clients Ability to multi-task, prioritize, and manage time effectively Aptitude to work independently on daily tasks Capacity to critically analyze a problem and generate possible solutions independently and cooperatively Preferred Skills At least 1 year at US Customs Brokerage Experience as customs broker entry writer Experience with Customs or ISF filings Familiar with US imports Familiar with Customs Requirements of Partner Government Agencies What you'll get in return: Competitive base salary Medical, dental and vision insurance for employees 401K Program to help you invest into your future Flexible vacation time to promote a healthy work-life balance Hybrid schedule - required 3 days in office, 2 days remote (no exceptions)

Are you a people person who loves solving problems and delivering outstanding service? Do you thrive in a fast-paced environment where accuracy and communication matter? If so, we want you on our team! About the Role: We're seeking a Customer Service Specialist! In this role, you'll be handling inquiries, and providing accurate information. What You'll Do: Respond promptly to calls, emails, and messages with professionalism. Process service requests, billing questions, and policy updates accurately and efficiently. Maintain detailed and organized customer records in our system. Collaborate with internal teams to resolve issues and ensure customer satisfaction. Use Excel to track and analyze customer data and assist with reporting tasks. What You Bring: Excellent communication skills - both verbal and written. Strong attention to detail and organizational ability. Proficiency in Excel and comfort with numbers and data. Math and problem-solving skills to handle billing, quotes, or policy calculations. Prior experience in customer service (auto insurance or related industry experience is a big plus!). Benefits: Benefits include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act • Los Angeles City Fair Chance Ordinance • Los Angeles County Fair Chance Ordinance for Employers • San Francisco Fair Chance Ordinance LHH | Privacy Policy View the Lee Hecht Harrison Privacy Policy here and learn more about how information is handled on the site. Please contact us if you require more information.

Leading Education organization in Irvine is in need of a Temporary Call Center Representative. This is an IN OFFICE opportunity, in IRVINE. This role will be for 3 plus months, it could go longer and become temp-hire. This role takes over 100 calls a day, we are looking for someone who has experience working in a high volume Call Center. Auto Dialer experience is preferred. Responsibilities: * Answer a high volume of inbound calls/outbound dials and provide outstanding customer service to prospective students, fellow co-workers, and executives. * Receive and screen inbound calls. Route them to appropriate departments or individuals, take detailed/accurate messages and forward accordingly. * Follow scripts based on call and provide information to prospective students in response to inquiries; perform data entry of personal information (name, address, source, email, phone number, etc.), transfer calls to the team member and assign the CRM record/information to the advisor based on rotation. * Be responsible for outbound calls using a Telephone Automatic dialing system to all web/affiliate inquiries that inquire via the internet. * Follow script and schedule Info-Sessions and/or appointments for prospective students to visit the campus. * Take appropriate information about the calls. Transfer calls to program specialist accordingly or take detailed messages and forward. * Monitor multiple queues throughout the day and review the invalid inquiries or inquiries that have been returned to queue. Your Experience Includes: * Minimum 2 years' experience preferred. * Customer Service experience. * A minimum of one to two years' experience as a Call Center, Customer Service Representative, receptionist, or office related position. * Experience with handling a high volume of telephone calls with courtesy, speed, and accuracy. * Telephone Auto Dialing System experience preferred. * Bilingual Spanish is a PLUS Education: * High School Graduate or equivalent required. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments. Essential Job Functions: Provide amazing (above and beyond) service across multiple channels Provides exceptional customer service leveraging strong problem solving and professional communication skills Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction Adheres to Customer Service procedures to handle escalation process for tier 2/3 Works as a team member and reports issues to management that are important to area/process improvement. Uses appropriate judgment in upward communication regarding department or employee concerns. Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…) Continuously adhering to our Quality Assurance standards Contributes to team effort to help achieve department objectives Provide knowledgeable answers to questions about products, pricing and availability. Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service. Job Qualifications/Requirements: Knowledge of Zendesk is a plus Available during business hours, including evenings and weekends. Be a creative problem solver Comfortable working in a high stress fast changing environment Polite, friendly attitude to deal pleasantly with customers and agents Cheerful, engaged, and uplifting tone during customer interactions Reliable in Attendance & Punctuality Ability to work under deadlines Strong multi-tasking skills Type 45 WPM Clear and articulate speaking voice Command of the English language Bilingual in Spanish a plus Computer/Internet skills/Word/Excel Mathematical skills Organizational Skills HS Diploma Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply. WINDSOR EQUAL OPPORTUNITY EMPLOYER

Must Haves: 2+ years of experience with billing and/or collections on the professional side Experience with insurance payments Strong knowledge of reading explanation of benefits (EOBs) High School diploma Plusses: Experience using Epic EMR system for billing/collections Day to Day: A client is looking for an Account Follow Up Representative to support their Refund Specialty department in Irwindale, CA. The department in undergoing a cleanup objective to clear and resolve old credit balances, which will be focusing on balances from 2023, 2024, and early 2025. In this role, this person will be working from an excel spreadsheet looking at overpayments from charge lines and research if they are valid or not. They will be confirming if payments and adjustments are posted correctly and verify the order of insurances to see if/ensure they are accurate. They will also be issuing refunds or performing offset initiations (prompting the payers to pay back the money, opposed to cutting a physical check). This practice works with all types of insurances: HMOs, PPOs, MediCare, MediCal, and Workers Comp. We're seeking a candidate with experience in professional billing and collections, including a solid understanding of explanation of benefits (EOBs) and insurance payment processes. The ideal individual will demonstrate exceptional customer service skills, maintain a positive and professional attitude, and be reliable and committed to a full 40-hour work week. Team Dynamic/Environment: This role is based onsite at the Rivergrade office in Irwindale, CA, where the selected candidate will work alongside two other contractors hired for the same team. While three additional team members are based remotely in Chicago, the candidate will have in-person support from their manager and supervisor, who are also located at the Irwindale office. The office houses approximately 80 staff members from various billing and collections teams, creating a collaborative and dynamic work environment.

Job Description Entry-Level Associate Broker/CSR - Irvine, CA (In-Office) An established wholesale insurance brokerage is expanding its Irvine office and looking to add an Entry-Level Associate Broker to support a high-performing team. This is an excellent opportunity for someone eager to build a long-term career in the specialty insurance (E&S) space. What You'll Do: Support senior and inside brokers with day-to-day servicing tasks Handle policy issuance, processing, and documentation Learn how to build submissions and market accounts to carriers over time Gain exposure to a wide variety of E&S accounts and client types What We're Looking For: No prior insurance experience required - open to motivated entry-level candidates Backgrounds in sales, customer service, or office administration are a plus Must be ambitious, detail-oriented, and eager to learn Strong communicator who thrives in a collaborative, in-office environment Compensation: Base: Competitive Salary Bonus potential after initial ramp-up period Opportunity for long-term career growth within a fast-paced brokerage team Location: 100% in-office - Irvine, CA Ideal for someone who values team culture, energy, and hands-on learning If you're looking to get your foot in the door of the insurance industry and grow within a dynamic, relationship-driven environment, this is an opportunity to build the foundation of a successful career.

WHY JOIN TAXRISE? At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions. ABOUT THE ROLE: As an Inbound Sales Representative, you will play a pivotal role in helping clients resolve their tax issues. You will act as a trusted advisor, conducting discovery calls, analyzing financial and tax information, and enrolling clients into resolution programs. You'll work exclusively with warm inbound leads - no cold calling required - and have the backing of a robust support team that ensures you have the tools and resources to succeed. The ideal candidate thrives in a consultative sales environment, excels at building relationships, and is motivated to drive results. HOW YOU'LL BE REWARDED Unlimited Earnings Potential! Your pay is directly related to your selling ability. With no commission cap, highly motivated candidates with strong determination, desire, and selling skills have the potential to earn up to $240,000 annually. Your success is in your hands! Base pay: $17.00 per hour (full-time, 40 hours per week) Commission: Average monthly earnings potential commission of $12,000 - $17,000+ WHAT YOU'LL DO: Client Consultation: Engage with warm, inbound leads only-no cold calls. Conduct thorough discovery calls to understand how clients' tax issues began, identify their financial circumstances, and uncover their goals. Use active listening to gather critical details about their situation. Program Evaluation: Review a combination of client-provided documents and system-generated data, including account transcripts, wage and income records, prior tax returns, and proprietary financial analyses, to recommend tailored resolution programs that meet their needs. Sales Cycle Management: Take ownership of the sales process from start to finish, including responding to inbound inquiries and successfully enrolling clients into our services. Ensure each step of the process is timely and efficient. Empathy and Advocacy: Act as a trusted advocate for clients by addressing their concerns, providing clear answers to their questions. Explain our tax relief services and potential resolutions in a way that's easy for clients to understand. Break down each step of the process, ensuring clients feel empowered and confident in moving forward. CRM Documentation: Maintain meticulous records by inputting all client interactions, financial information, and case updates into our CRM system. Ensure accurate and thorough documentation to support seamless follow-ups and team collaboration. Performance-Driven Results: Consistently meet or exceed individual and team sales goals by staying proactive, organized, and results-oriented. Utilize feedback and coaching to continuously refine your sales approach and enhance performance. The job includes other duties and responsibilities assigned by management WHAT YOU'LL NEED TO HAVE: Highly motivated with a positive attitude and excellent people skills Strong interpersonal and relationship-building skills with a client-first mindset Excellent verbal and written communication skills, with the ability to simplify complex concepts for clients Working knowledge of and expertise with customer information systems and computer software, preferably Google Mail and Calendar and Salesforce High level of empathy and emotional intelligence to handle sensitive client situations Time management - multitasker, able to prioritize and follow up with clients in a timely manner Ability to work in a fast-paced environment, adapt to changing priorities, and maintain professionalism Successful execution with minimal oversight, which requires independent thought, decision-making and application We understand potential comes in many forms. Even if you don't check every box, we still encourage you to apply; we consider all qualified candidates. WHAT WE OFFER We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family: Medical, Dental, and Vision Insurance (starting after 60 days) Paid Time Off 401(k) retirement plan with company match Professional Development Program to support your growth Access to our on-site gym and gaming lounge Catered team lunches every Friday Fun and energizing quarterly company outings ABOUT US At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution. OUR COMMITMENT At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know. California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

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

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************ open for CareMore Sales Extender located in Victorville, CA with a competitive hourly rate. After reviewing your resume posted on an online job board, I believe your education and skill set could be a good fit for this particular opportunity. Please review the highlights of the position below and if this is of interest to you, please call me directly at ************ to discuss the particulars. If this role is not of interest to you, please respond with a short overview of the types of opportunities that you feel best reflect your education, experience and career path. Job Description Job Title : CareMore Sales Extender Client Location : 12441 Hesperia Rd. Suite A5 and A6, Victorville CA 92395 Contract Duration : 12+ Months contract (possibility of extension based on performance) Work Timings : M-F 40 hours per week - Must have flexible schedule due to evening and weekend work. Pay rate : $17.76/hr Responsible for collaborating with Sales and Business Development Teams to generate leads from community events, expos, and sales camps held at a variety of locations including pharmacies, provider offices, senior centers, food banks, discount stores and other retail locations. MAJOR JOB DUTIES AND RESPONSIBILITIES: Primary duties may include, but are not limited to: Represents CareMore at community/company-sponsored events. Facilitates onsite enrollments at events and assists at sales meetings. Maintains knowledge of provider network, product portfolio, and associated eligibility guidelines for various election periods. Develops good working relationships with internal constituents. Qualifications EDUCATION/EXPERIENCE : Requires a high school diploma; related sales experience; or any combination of education and experience, which would provide an equivalent background. AA or BA/BS preferred. Current Life and Disability agent license preferred. Medicare Advantage Products experience preferred. Bilingual (English/Spanish) preferred. Additional Information Looking for Bilingual (English/Spanish) candidates who have experience in Sales background & administration with Current Life and Disability agent license. If you are interested feel free to reach Priti Kumari at ************ or send me the updated resume on pritik@mindlance(dot)com

JobID: 210649518 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $35.10-$52.88; Del Mar,CA $38.46-$57.69 Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities * Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. * Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. * Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. * Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. * Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. * Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills * A minimum of two years of financial services experience. * Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills * A bachelor's degree * Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

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.