Current jobs related to Client Services Representative I - San Diego - Tristar Insurance Services LLC


  • San Diego, United States Tristar Insurance Services LLC Full time

    Job DetailsLevel Experienced Job Location San Diego Office - San Diego, CA Education Level High School Diploma or GED Salary Range $20.00 - $25.00 Hourly Travel Percentage None Job Shift Day Job Category Admin - Clerical Client Services Representative IThis is an in office position. Please sign the application at the end.POSITION SUMMARY: Working for Aspen...


  • San Diego, United States Tristar Insurance Services LLC Full time

    Job DetailsLevelExperiencedJob LocationSan Diego Office - San Diego, CAEducation LevelHigh School Diploma or GEDSalary Range$20.00 - $25.00 HourlyTravel PercentageNoneJob ShiftDayJob CategoryAdmin - ClericalClient Services Representative IThis is an in office position. Please sign the application at the end.POSITION SUMMARY: Working for Aspen Risk Management...


  • San Diego, United States VCA Animal Hospitals Full time

    Client Service Representative. VCA Market Street Animal Hospital is seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent se Client Service, Representative, Service, Client, Animal Care, Retail


  • San Diego, United States Vcajobs Full time

    **Client Service Representative** Category: Hospital Client Service Location: San Diego, CA, US **Job Description:** Job Description: Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is...


  • San Juan Capistrano, California, United States Quest Diagnostics Incorporated Full time

    Job SummaryWe are seeking a highly skilled Client Service Representative Tech I to join our team at Quest Diagnostics Incorporated. As a Client Service Representative Tech I, you will be responsible for providing exceptional customer service to our clients, resolving technical issues, and ensuring the smooth operation of our laboratory services.Key...


  • San Diego, California, United States BDT & Associates, Inc. Full time

    Client Services RepresentativeWe are seeking a highly motivated and detail-oriented Client Services Representative to join our team at BDT & Associates, Inc.About the Role:The Client Services Representative will be responsible for providing exceptional support to our financial advisers and their client base, overseeing a 1–5-person office. This role...


  • San Diego, California, United States California Coast Credit Union Full time

    About the RoleThis position supports Financial Professionals in managing their day-to-day Investment practice, enhancing customer service levels, and experiences. The role may cover up to 3 Financial Professionals and does not involve sales, maintaining a book of business, or offering financial recommendations to clients.Key ResponsibilitiesAct as a liaison...


  • San Diego, California, United States Jobot Full time

    Job Title: Client Services RepresentativeWe are seeking a highly skilled and dedicated Client Services Representative to join our team at Jobot. As a key member of our team, you will be responsible for providing exceptional customer service to our diverse portfolio of clients in the medical industry.Responsibilities:Serve as the primary point of contact for...


  • San Diego, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...


  • San Diego, California, United States Cetera Financial Group Full time

    About the RoleCetera Financial Group is seeking a highly skilled and detail-oriented Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, enhancing the customer service level, and experience.Key Responsibilities:Act as a...


  • San Diego, California, United States LabCorp Full time

    Client Services RepresentativeLabCorp is seeking a highly motivated and customer-focused Client Services Representative to join our Contact Center team in San Diego, CA. This is a remote position that requires 6-8 weeks of training onsite at our San Diego location. As a Client Services Representative, you will work with physician offices, hospital...


  • San Diego, California, United States Labcorp Full time

    Client Services RepresentativeLabCorp is seeking a highly motivated and customer-focused Client Services Representative to join our Contact Center team in San Diego, CA. This is a remote position that requires 6-8 weeks of training onsite at our San Diego location. As a Client Services Representative, you will work with physician offices, hospital...


  • San Diego, United States VCA Animal Hospitals Full time

    Client Service Representative VCA Market Street Animal Hospital is seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously.With every opportunity, we aim to exceed each pet owner’s...


  • San Diego, California, United States Canon U.S.A., Inc. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Service Representative I to join our team. In this role, you will be responsible for managing all mail, packages, and interoffice correspondence, as well as providing exceptional customer service to our clients.Key ResponsibilitiesReceive, sort, and deliver all incoming mail and packages...


  • San Diego, California, United States Vets Hired Full time

    About the RoleVets Hired is seeking a highly skilled Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in delivering exceptional customer service and ensuring that our clients receive the highest level of support.Key ResponsibilitiesCustomer Service: Provide top-notch customer service to our...


  • San Diego, California, United States Vets Hired Full time

    About the RoleVets Hired is seeking a highly skilled Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in delivering exceptional customer service and ensuring that our clients receive the highest level of support.Key ResponsibilitiesCustomer Service: Provide top-notch customer service to our...


  • San Diego, California, United States Integrated Labor Solutions Full time

    Job DescriptionJob Title: Client Services RepresentativeJob Summary:Integrated Labor Solutions (ILS) is seeking a highly skilled and customer-focused Client Services Representative to join our team in San Diego, CA. As a key member of our operations team, you will be responsible for providing exceptional service to our clients, addressing their inquiries,...


  • San Diego, California, United States Vcajobs Full time

    Client Service RepresentativeCategory: Hospital Client ServiceLocation: San Diego, CA, USJob Description:We are seeking a highly skilled Client Service Representative to deliver exceptional service to our clients and their pets.At VCA Animal Hospitals, we prioritize our mission statement: your pets health is our top priority and excellent service is our...


  • San Diego, United States VCA Animal Hospitals Full time

    Client Service Representative VCA Pacific Petcare Animal Hospital is seeking an experienced Client Service Representative to join our team in delivering excellent customer service and caring professional medical care to our clients and their pets. As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain...


  • San Diego, California, United States Vets Hired Full time

    Position OverviewAs a Client Service Representative, you will play a vital role in ensuring exceptional service delivery to our clients. Employment TypeFull TimeKey ResponsibilitiesIn this position, you will be responsible for:Maintaining accurate client records within management systems.Informing clients about available account services and...

Client Services Representative I

4 months ago


San Diego, United States Tristar Insurance Services LLC Full time

Job DetailsLevelExperiencedJob LocationSan Diego Office - San Diego, CAPosition TypeTemporaryEducation LevelHigh School Diploma or GEDSalary Range$18.00 - $24.00 HourlyTravel PercentageNoneJob ShiftDayJob CategoryAdmin - ClericalClient Services Representative IThis is an in office temporary position. Please sign the application at the end.POSITION SUMMARY: Supports the processes and systems related to the servicing of clients and support of employees and consultants regarding loss control services. Supports in the delivery of administrative and operational assistance designed to promote revenue growth, productivity, and exceptional levels of client satisfaction. Provides team members with the appropriate assistance and motivation to enable their success.Support and monitor the service process for the client community. Responsibilities include acting as quality assurance manager for the client, maintaining service level agreements that support the client needs, acting as a liaison to employees and consultants to assess completion of assignments.DUTIES AND RESPONSIBILITIES:Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Support team members in opportunities for process simplification and improvements.Provides input in the creation and monitoring of key process improvement measurements.Provides exceptional support to both external and internal customers. Support team members to improve their skills and knowledge through feedback on submitted reports (or items). Involves fellow team members in collaborative or team-empowered decisions based upon the company's decision making guidelines.Support the department on team goals, action plans, and time tables.Review, update and submit resources as needed.Be part of a team that redesigns workflow to better utilize resources.Develop and maintain effective business and personal relationships with all clients and management.Prepare periodic status reports and other management reports as requested.Engage in the maintenance of building business contacts with outside groups and professional associations in order to keep the company abreast of advancements/developments in the industry.Support and manage the intake of new client assignments, distribute, track, review, edit and submit to clientsTrack and ensure proper invoicing of client work.Support and manage the status of open assignments and timelines. Conduct regular and continual follow-up for completion of assignments.Supervisory ResponsibilityThis position manages employee and consultant workloads, requiring good time management and regular, open communication.Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.QualificationsThis is an in office temporary position. Please sign the application at the end.QUALIFICATIONS REQUIRED:Education/Experience: Associates' degree in business management or related field; or equivalent experience, and three (3) years' experience in risk and safety insurance industry (preferred).Additional Eligibility / Qualifications•Must have a valid drivers' license throughout employment with Aspen•Must authorize employer to enroll the employee in the California Employers Pull Notice Program for the duration of their employment Work Authorization/Security ClearanceKnowledge, Skills and Abilities:1. Business Acumen.2. Leadership.3. Customer/Client Focus.4. Problem Solving/Analysis.5. Process Management.6. Communication Proficiency.7. Teamwork Orientation.8. Technical Capacity.9. Excellent time management skills and the ability to prioritize work.10. Excellent written and verbal communication skills.11. Strong organizational skills with the ability to multi-task MENTAL AND PHYSICAL REQUIREMENTS1. MENTAL EFFORTa. Reasoning development:X Follow one- or two-step instructions; routine, repetitive task.X Carry out detail but uninvolved written or verbal instructions; deal with a few concrete variables.X Follow written, verbal, or diagrammatic instructions; several concrete variables.X Solve practical problems; variety of variables with limited standardization; interpret instructions.X Logical or scientific thinking to solve problems; several abstract and concrete variables.X Wide range of intellectual and practical problems; comprehend most obscure concepts.b. Mathematical development:X Simple additional and subtraction; copying figures, counting, and recording.X Add, subtract, multiply, and divide whole numbers.X Arithmetic calculations involving fractions, decimals, and percentages.X Arithmetic, algebraic, and geometric calculations.Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.Highly complex mathematical and statistical techniques such as calculus, factor analysis, and probability determination; requires theoretical application.c. Language development:X Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.X Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide basic direction.X Ability to transcribe dictation; make appointments and process mail; write form letters or routine correspondence; interpret written work instructions; interview job applicants.X Ability to compose original correspondence, follow technical manuals, and have increased contact with people.X Ability to report, write, or edit articles for publication; prepare deeds, contracts or leases, prepare and deliver lectures; interview, counsel, or advise people; evaluate technical data.2. PHYSICAL EFFORTa. Physical activity required to perform the job:X Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.Light work:a. Exerting up to 20 pounds of force occasionallyb. Exerting up to 10 pounds frequentlyc. Exerting a negligible amount of force constantly to move objects(If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work).Medium work:a. Exerting up to 50 pounds of force occasionallyb. Exerting up to 20 pounds of force frequentlyc. Exerting up to 10 pounds of force constantly to move objectsHeavy work:a. Exerting up to 100 pounds of force occasionallyb. Exerting up to 50 pounds of force frequentlyc. Exerting up to 20 pounds of force constantly to move objectsVery heavy work:a. Exerting in excess of 100 pounds of force occasionallyb. Exerting in excess of 50 pounds of force constantly to move objectsc. Exerting in excess of 20 pounds of force constantly to move objectsVisual requirements necessary to perform the job:X Far vision: clarity of vision at 20 feet or moreX Near vision: clarity of vision at 20 inches or lessX Mid-range vision: clarity of vision at distances of more than 20 inches and less than 20 feetDepth perception: the ability to judge distance and space relationships, so as to see objects where and as they actually areColor vision: ability to identify and distinguish colorsField of vision: ability to observe an area up or down or to the right or left while eyes are fixed on a given point2. PHYSICAL EFFORT (cont.) FREQUENCYc. Physical activity necessary to perform the job and frequency (e.g., continually, frequently, or occasionally):X Climbing: Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like, using feet and legs and/or hands and arms. Body agility is emphasized. This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion.Balancing: Maintaining body equilibrium to prevent falling when walking, standing, or crouching on narrow, slippery, or erratically moving surfaces. This factor is important if the amount and kind of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.X Stooping: Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles.X Kneeling: Bending legs at knee to come to a rest on knee or knees.X Crouching: Bending the body downward and forward by bending legs and spine.Crawling: Moving about on hands and knees or hands and feet.X Reaching: Extending hand(s) and arm(s) in any direction.X Standing: Particularly for sustained periods of time.X Walking: Moving about on foot to accomplish tasks, particularly for long distances.X Pushing: Using upper extremities top press against something with steady force in order to thrust forward, downward, or outward.X Pulling: Using upper extremities to extent force in order to drag, haul, or tug objects in a sustained motion.Foot Motion: Using feet to push pedals.X Lifting: Raising objects from a lower to a higher position or moving objects horizontally from position to position. This factor is important if it occurs to a considerable degree and requires substantial use of the upper extremities and back muscles.X Fingering: Picking, pinching, typing, or otherwise working with fingers rather than with the whole hand or arm as in handling.X Grasping: Applying pressure to an object with the fingers and palm.Rarely (jobistes)OccasionallyOccasionallyOccasionallyOccasionallyOccasionallyOccasionallyOccasionallyOccasionallyOccasionallyFrequentlyOccasionally2. PHYSICAL EFFORT (cont.) FREQUENCY X Talking: Expressing or exchanging ideas by means of the spoken word. Those activities in which workers must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.X Hearing: Perceiving the nature of sounds with or without correction. Ability to receive detailed information through verbal communication, and to make fine discriminations in sound, such as when making find adjustments on machined parts.Feeling: Perceiving attributes of objects, such as size, shape, temperature, or texture by touching with skin, particularly that of fingertips.X Repetitive Substantial movements (motions) of the wrists, hands, Motion: and/or fingers.FrequentlyFrequentlyFrequently3. WORKING CONDITIONSDisagreeable job conditions to which the employee may be exposed and the frequency (e.g., continually, frequently, or occasionally) of this exposure. WORKING CONDITION ENVIRONMENTAL FACTOR NATURE/REASON OF EXPOSUREFREQUENCYDirt/DustNoiseTemperature extremesDampnessVibrationsEquipment movement hazardChemicals/solventsElectrical shockSignificant work pace/pressureOdors/FumesOther (specify):