We are looking for a Customer Service Representative to join our team in Sacramento, California for a Contract position. This role is ideal for someone who enjoys helping customers, resolving concerns effectively, and delivering a positive service experience in a fast-paced office setting. The position works onsite five days per week and requires strong communication skills, sound judgment, and the ability to collaborate across teams to support customer needs effectively.<br><br>Responsibilities:<br>• Handle incoming customer calls with attentive listening, thoughtful questioning, and a solution-focused approach to resolve inquiries and concerns.<br>• Route issues to the appropriate team members when specialized support is needed, while coordinating with internal departments to address service-related matters and complaints.<br>• Build a strong understanding of company processes and services to provide accurate information and improve overall customer support.<br>• Partner with other business areas when needed to assist with service requests and help maintain smooth day-to-day operations.<br>• Alert Customer Care leadership to service disruptions, workflow concerns, or recurring issues that could affect customers, partners, or internal teams.<br>• Complete all assigned work in alignment with company policies, operational expectations, supervisory guidance, and applicable regulations.<br>• Provide attentive support to insured individuals, injured workers, vendors, and other stakeholders with timely and respectful communication.<br>• Contribute to a dependable onsite team environment by maintaining consistent attendance and participating fully in office-based operations five days each week.
<p>We are looking for a Customer Service Representative to join a pharmaceutical organization in Sacramento, California for a permanent role. This position serves as a key point of contact for customers, ensuring orders, account inquiries, and service concerns are handled with accuracy and care. The ideal candidate brings a strong service mindset, thrives in a regulated environment, and can coordinate effectively across multiple internal teams to deliver timely support.</p><p><br></p><p>Responsibilities:</p><p>• Manage customer purchase orders from entry through fulfillment, ensuring information is complete, accurate, and updated in internal systems.</p><p>• Partner with teams across operations, quality, production, regulatory, and logistics to address service issues and keep customers informed on progress.</p><p>• Maintain organized records of customer interactions, order details, account documentation, and related communications.</p><p>• Provide clear updates on inventory availability, expected delivery timing, shipment progress, and any supply constraints that may affect customer orders.</p><p>• Research service concerns, order discrepancies, and customer complaints, then work toward prompt and thorough resolution.</p><p>• Support the setup of new customer accounts by gathering required documentation and assisting with onboarding activities.</p><p>• Follow company policies, regulatory expectations, and quality standards in every customer interaction and transaction.</p><p>• Escalate product complaints, quality-related matters, adverse events, and compliance issues through the appropriate reporting channels.</p><p>• Contribute to reporting efforts, customer feedback initiatives, and process improvement activities that strengthen service performance.</p><p>• Build working knowledge of pharmaceutical products, service procedures, and applicable regulatory requirements to support customers effectively.</p>
We are looking for a Customer Service Associate to support patient account services for a long-term contract opportunity based in California. This remote day-shift role, working Monday through Friday, is best suited for a detail-focused candidate in the Pacific Time Zone who can manage medical billing follow-up, review explanation of benefits documents, and apply account adjustments accurately. The position requires strong independent judgment, excellent organization, and a service-minded approach when assisting with patient financial records and related requests.<br><br>Responsibilities:<br>• Manage medical billing follow-up activities by reviewing outstanding accounts and taking appropriate action to help resolve payment issues.<br>• Examine explanation of benefits documentation carefully and post account corrections or adjustments in line with payer guidance and internal standards.<br>• Verify patient statements for completeness and accuracy before they are finalized or communicated.<br>• Handle requests related to financial assistance, legal record inquiries, and bankruptcy notifications while maintaining proper documentation.<br>• Protect sensitive patient and account information by following confidentiality requirements and approved release procedures.<br>• Provide courteous, attentive support to patients and visitors while addressing questions related to billing or account status.<br>• Use billing platforms and related systems, including Cerner when applicable, to document activity and maintain accurate account records.<br>• Perform additional assigned duties that contribute to revenue cycle operations and customer service support.
<p><strong>Position Summary</strong></p><p>The Member Services Representative serves as the primary point of contact for members. You will provide friendly, accurate, and timely assistance with inquiries, membership processes, program information, and issue resolution — all while delivering a positive experience in a mission-driven educational setting.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for members via phone, email, and in-person interactions, answering questions about membership benefits, programs, services, policies, and resources.</li><li>Assist members with enrollment, registration, renewals, updates, and related processes in a clear and supportive manner.</li><li>Provide information and guidance on educational programs, events, workshops, and available resources in both English and Spanish.</li><li>Listen to member concerns, resolve issues empathetically and efficiently, and escalate complex matters when necessary.</li><li>Maintain accurate and confidential member records and databases.</li><li>Collaborate with internal teams to ensure members receive timely and consistent support.</li><li>Help promote member engagement by sharing relevant information about programs and opportunities.</li><li>Perform general administrative duties related to member services, such as data entry, correspondence, and documentation.</li><li>Contribute to a welcoming, professional, and supportive environment for all members and visitors.</li></ul><p><br></p><p><br></p>
We are looking for a Client Services Coordinator to support a high-touch wealth management environment in Walnut Creek, California. This role is ideal for someone who enjoys building strong client relationships, coordinating detailed account activity, and ensuring a seamless service experience for high-net-worth individuals and families. The position works closely with advisors and operational partners to keep client requests moving efficiently and accurately.<br><br>Responsibilities:<br>• Work alongside Wealth Advisors to deliver responsive, personalized support for high-net-worth clients and their households.<br>• Coordinate new client setup, account establishment, and ongoing updates for a range of account structures, including retirement and trust accounts.<br>• Handle transfer requests, cash disbursements, required minimum distributions, and charitable distribution activity in a timely manner.<br>• Prepare, review, and submit custodian forms and client documents while maintaining strong attention to detail throughout each transaction.<br>• Support advisor meetings by assembling portfolio materials, organizing performance information, and helping produce quarterly client reporting.<br>• Keep client information current in Salesforce and contribute to accurate recordkeeping across service and account data.<br>• Partner with advisors, custodians, and internal support teams to resolve service requests and maintain a smooth client experience.