Annuities Customer Service Representative jobs in Fullerton, CA

Annuities Customer Service Representative processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Being an Annuities Customer Service Representative has strong working knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Additionally, Annuities Customer Service Representative typically reports to a supervisor or manager. The Annuities Customer Service Representative gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Annuities Customer Service Representative typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Customer Service Representative
  • Anchor Medical Solutions
  • Garden, CA FULL_TIME
  • Ideal Candidate:

    We are looking for an entry-level team member who has the capacity to quickly grow into a management role. We are currently developing departments and searching for the right candidate; which will include contract to hire. This individual will be able to work with little oversight.

     

    Company Description

    At Anchor Medical Solutions, we are dedicated to revolutionizing the biomedical industry with our commitment to excellence and innovation. As a trusted provider, we specialize in the repair of ultrasound probes and the distribution of cutting-edge medical equipment, catering to the evolving needs of healthcare professionals worldwide.

     

    Our Mission

    Our mission at Anchor Medical Solutions is to enhance patient care by delivering top-quality biomedical solutions.

     

    Our Commitment

    At Anchor Medical Solutions, we are committed to fostering long-term partnerships based on trust, accuracy, and quality service. We prioritize customer satisfaction and strive to exceed expectations in every interaction.

     

    Job Summary

    We are seeking a highly organized and detail-oriented Customer Service Representative for a hybrid 1099 position to join our team. There is potential for additional earnings through performance-based bonuses. The ideal candidate will possess strong clerical and customer service skills. This position will involve a variety of administrative tasks, including transcribing documents, proofreading, providing exceptional customer service, and a proactive attitude.

     

    Duties

    - Assist with general office tasks such as answering phone calls and scheduling appointments

    - Manage and maintain office supplies and inventory

    - Transcribe documents and correspondence accurately and efficiently

    - Type and proofread documents to ensure accuracy and professionalism

    - Provide excellent customer service to clients, answering inquiries and addressing concerns

    - Perform various clerical tasks such as filing, data entry, and record keeping

    - Assist with billing and invoicing using QuickBooks software

    -Must have a reliable vehicle, a valid driver's license

     

    Experience

    - Previous experience working in a healthcare setting is highly preferred

    - Knowledge in Microsoft Office and Google Suite is a plus

    - Strong typing skills with a high level of accuracy

    - Excellent organizational skills with the ability to prioritize tasks effectively

    - Attention to detail and ability to proofread documents for errors

    - Exceptional customer service skills with the ability to communicate professionally and courteously

    - Ability to prioritize and multitask in a fast-paced environment

    - HS diploma/equivalent

  • 18 Days Ago

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Customer Service Representative
  • Morphius Corp
  • Brea, CA FULL_TIME
  • MUST RESIDE IN CALIFORNIA!!We are a rapidly growing company that has more clients than we can see. We understand that it is a good problem to have, but we need more qualified people that will help us ...
  • 18 Days Ago

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Customer Service Representative - Wellness
  • Providence
  • Fullerton, CA OTHER
  • DescriptionCustomer Service: Delivering best in class service to all patients and clients with professional and proactive approach. Maintain a professional appearance following the organizational dres...
  • 20 Days Ago

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Customer Service Representative
  • Home Comfort
  • Anaheim, CA FULL_TIME
  • Overview Looking to TRADE up to a better opportunity? Home Comfort in Anaheim, CA has an exciting opportunity for a Customer Service Representative. We're looking for someone who loves helping people ...
  • 20 Days Ago

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Customer Service/Sales Representative
  • Century Products
  • Anaheim, CA FULL_TIME
  • Position Summary This is a day job position. The primary purpose of this position is to assist customers and generate sales. Essential Duties and Responsibilities · Be on time to work to answer/greet ...
  • 20 Days Ago

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Customer Service Representative
  • Applied General Agency
  • Anaheim, CA FULL_TIME
  • Job Title: Broker Relations Representative I Location: Anaheim, CA Schedule: Full-Time / Hourly Job Summary: A Broker Relations Representative I creates and maintains professional relationships with n...
  • 21 Days Ago

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0 Annuities Customer Service Representative jobs found in Fullerton, CA area

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Client Service Associate
  • Lincoln Investment
  • Glendora, CA
  • Job Description Job Description Company Overview: K2 Financial Partners is a wealth management company based in Glendora...
  • 4/28/2024 12:00:00 AM

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Client Service Associate
  • K2 Financial Partners
  • Glendora, CA
  • Company Overview: K2 Financial Partners is a wealth management company based in Glendora, California. We pride ourselves...
  • 4/27/2024 12:00:00 AM

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Client Services Associate
  • Solugenix
  • Seal Beach, CA
  • Client Services Associate Seal Beach, CA Onsite - 7:00am - 4:00pm (100% onsite role) Direct Hire (Salaried Role) We have...
  • 4/27/2024 12:00:00 AM

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Client Service Associate
  • Financial Engines
  • Costa Mesa, CA
  • Client Service Associate Client Service Shared Support Team At Edelman Financial Engines, we believe everyone deserves t...
  • 4/27/2024 12:00:00 AM

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Client Service Associate
  • Providence Financial and Insurance Services, Inc.
  • Los Angeles, CA
  • Job Description Job Description Job Description: We are seeking a Customer Service Manager to join our dynamic team in t...
  • 4/27/2024 12:00:00 AM

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Client Services Associate
  • DSO Management Group
  • Sherman Oaks, CA
  • DSO Management Group is seeking a full-time Client Services Associate who is career-minded and possesses unmatched peopl...
  • 4/27/2024 12:00:00 AM

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Client Services Associate
  • Solugenix
  • Seal Beach, CA
  • Client Services Associate Seal Beach, CA Onsite - 7:00am - 4:00pm (100% onsite role) Direct Hire (Salaried Role) We have...
  • 4/26/2024 12:00:00 AM

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Client Services Associate
  • DSO Management Group
  • West Hollywood, CA
  • DSO Management Group is seeking a full-time Client Services Associate who is career-minded and possesses unmatched peopl...
  • 4/24/2024 12:00:00 AM

Fullerton (/ˈfʊlərtən/) is a city located in northern Orange County, California, United States. As of the 2010 census, the city had a total population of 135,161. Fullerton was founded in 1887. It secured the land on behalf of the Atchison, Topeka and Santa Fe Railway. Historically it was a center of agriculture, notably groves of Valencia oranges and other citrus crops; petroleum extraction; transportation; and manufacturing. It is home to numerous higher educational institutions, particularly California State University, Fullerton and Fullerton College. From the mid-1940s through the late 19...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Customer Service Representative jobs
$61,410 to $78,673
Fullerton, California area prices
were up 3.2% from a year ago

Annuities Customer Service Representative in Bremerton, WA
United in purpose, diverse in perspective, we re dedicated to making a difference in the lives of our customers.
December 30, 2019
Annuities Customer Service Representative in Petaluma, CA
We are looking for customer- focused, accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.
December 14, 2019
Annuities Customer Service Representative in Phoenix, AZ
With an understanding of the customers needs and wants, and a focus on delivering solutions that meet those needs, you will deliver a service experience that exceeds expectations and makes it easy for customers to do business with us.
January 30, 2020