Carl Warren & Company · 1 day ago
Client Service Representative
Irvine
Full-time
Hybrid
Entry Level
$28.85/hr - $33.65/hr
1+ years expVenbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines. The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries, operating in a high-volume, member-facing environment while resolving routine issues and escalating complex matters as needed.
ConsultingFinancial ServicesInsuranceProfessional ServicesProperty Management
Responsibilities
Serve as the primary contact for benefit inquiries via phone and email
Explain coverage, eligibility, and benefit usage in clear terms
Guide members through carrier portals, mobile applications, and ID card access
Support employees during open enrollment
Provide bilingual support in English and Spanish
Process ID card requests and replacements
Confirm provider network participation
Respond to basic claim status inquiries
Verify eligibility and enrollment changes
Add or remove dependents
Provide prescription refill guidance
Address standard open enrollment questions
Identify issues requiring escalation
Route cases to Account Management per internal guidelines
Ensure complete documentation prior to escalation
Maintain ownership until successful handoff is confirmed
Document all interactions and outcomes in the CRM system
Track open items through resolution
Partner with Account Managers and Advocacy teams
Identify recurring issues and share trends with leadership
Qualification
Required
5+ years in the property and casualty insurance industry
3+ years of handling litigation management and claims of moderate to high severity
Knowledge of claims processes and procedures, in addition to the overall knowledge of the insurance industry
Excellent verbal and written communication skills
Strong knowledge of Microsoft and claims software applications
Strong analytical and problem-solving skills
Ability to function well in a high-paced and, at times, stressful environment
Read and understand legal documents
Some travel may be required
One to three years of experience in employee benefits, insurance, healthcare, or customer service
Bilingual English and Spanish
Clear written and verbal communication skills
Ability to manage high call and email volume
Strong organization and follow-through
Professional and composed in time-sensitive situations
Preferred
Experience in an employee benefits brokerage or consulting environment
Knowledge of health and welfare benefit plans
Experience with CRM or benefits administration platforms
Working knowledge of Outlook, Word, and Excel
Benefits
401k with employer match
Medical, dental, vision, life, and disability insurance
Paid Time Off
Paid holidays
Paid sick leave
Professional development opportunities
Flexible work arrangements
401k + employee match
Medical, dental, vision, life, and disability insurance
Paid Time Off (PTO)
Paid Holidays
Paid Sick leave
Professional development programs
Work-life quality and flexibility
Company
Carl Warren & Company
Carl Warren & Company, a Venbrook Company, is a leading national Third-Party Administrator (TPA).
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Richard McAbee
Chief Marketing Officer
Company data provided by crunchbase