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Client Service & Operations Assistant (ID 4428280) jobs in United States
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WorkSource, Inc. · 22 hours ago

Client Service & Operations Assistant (ID 4428280)

WorkSource is a well-established, independent health insurance brokerage serving individuals, families, and small businesses for over 25 years. They are seeking a dependable, detail-oriented Client Service & Operations Assistant to support daily operations and client servicing, focusing on organization and accuracy.
ConsultingInformation TechnologyStaffing Agency

Responsibilities

Assist with client onboarding, renewals, and plan changes
Prepare and process insurance applications and related documentation
Communicate with clients by phone and email regarding coverage questions
Coordinate with insurance carriers and marketplaces
Maintain accurate records in CRM and compliance systems
Support regulatory and compliance requirements
General administrative and operational support

Qualification

Organizational skillsDetail-orientedCommunication skillsConfidential information handlingInsurance systems knowledgeMandarinSpanishThaiVietnamese

Required

A Current iMatchSkills® account is required prior to referral to the employer
No experience necessary
At least 18 yrs of age
High School diploma or equivalent
Highly organized and detail-oriented
Comfortable working with confidential information
Strong written and verbal communication skills
Reliable, professional, and client-focused
Comfortable learning insurance systems and regulations

Preferred

Able to speak Mandarin preferred
Able to speak Spanish preferred
Able to speak Thai preferred
Able to speak Vietnamese preferred

Benefits

Health Insurance
Paid training provided

Company

WorkSource, Inc.

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WorkSource, Inc.

Funding

Current Stage
Growth Stage

Leadership Team

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LeeAnn Hicklin Cox
COO
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Company data provided by crunchbase