Client Services Representative (Banking) jobs in Santa Maria, CA

Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Client Service Representative
  • Western Growers Family of Companies
  • Santa Maria, CA FULL_TIME
  • For more than 60 years, Western Growers Assurance Trust (WGAT) has been providing members of Western Growers, an association representing employers in the agriculture industry, with an affordable health benefit solution to keep their staff and businesses thriving. When you work for WGAT, you will join a team of caring professionals who are committed to serving our clients in a variety of capacities including claims management, customer service, account management, enrollment and eligibility.

    A part of the Western Growers Family of Companies, Western Growers Assurance Trust (WGAT) was founded in 1957 to provide a solution to a need in the agricultural community — a need for employer-sponsored health benefit plans not previously available from commercial health insurance carriers. WGAT is now the largest provider of health benefits for the agriculture industry. The sponsoring organization of WGAT is Western Growers Association, created in 1926 to support the business interests of employers in the agriculture industry. WGAT’s headquarters is located in Irvine, California.

    WGAT’s mission is to deliver value to agriculture-based employer groups by offering robust health plans that meet the needs of a diverse workforce. By working at WGAT, you will join a dedicated team of employees who truly care about offering quality health benefits and excellent customer service to plan participants. If you want to start making a difference working in the health care industry, then apply to WGAT today!

    Compensation: $36,304- $52,196 with a rich benefits package that includes profit-sharing.


    Job Description Summary

    The Client Service Representative I reports to the Supervisor of Client Services and is responsible for the enrollment, implementation and education of Western Growers Assurance Trust (WGAT) and Pinnacle Claims Management. Inc. (Pinnacle) health benefit plan participants, as well as interfacing with third party vendors as they relate to employee health benefits.  This includes the investigation of problems/issues to determine source of the problem, evaluation of investigation results and determination of necessary corrective action for problem/issue resolution using established procedures and protocol. 

    Qualifications

    • High school education or equivalent and a minimum one year of customer service experience preferred.
    • Spanish bilingual skills, oral and written preferred.
    • Basic knowledge of computer software programs to access and/or update customer records.
    • Basic knowledge in personal computer software skills in Word, Excel and PowerPoint.
    • Strong verbal, written and presentation communication skills in both English and Spanish.
    • Ability to prioritize tasks and manage time effectively, with excellent follow-up skills.
    • Verifiable, clean DMV record and the ability to travel to various locations throughout the U.S. up to 40% of time.

     

    Duties And Responsibilities

    Education Services

    • Educate newly enrolled and existing plan participants on health plan and ancillary benefits at group’s work site locations, via phone or skype.
    • Interface with third party vendors/providers to communicate and educate them on benefits and programs specific to WGAT plan participants.

    Member Services

    • Assist with enrollment of Trust participants’, screen all enrollment paperwork for accuracy and completion.
    • Work with Client Service Analyst to organize assigned group service meetings and open enrollment for the most economical and effective use of time.
    • Research and respond to WGAT participant claim and administration questions utilizing the WGAT Health Care Processing system and the FSR web based tool(s).
    • Determine necessary corrective action for problem/issue resolution using established documentation procedures and protocol.
    • Request Benefits Information Pamphlet and Benefit Summaries/SBCs for health benefit information specific to each WGAT account.
    • Support Regional Sales Manager/Account Manager/Broker with plan comparisons as needed.

    Data Collection

    • Compile and track data pertaining to problems/issues, action taken and resolutions using the FSR web based tool.
    • Document all field services to include; enrollments, service meetings, wellness and courtesy calls and visits utilizing the FSR web based tool.

    Other

    • Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating a positive impact, and being diligent in delivering results.
    • Maintain a clean DMV record and the ability to travel to locations throughout the US (mainly California and Arizona) up to 40% of the time.
    • All other duties as assigned.

     

    Physical Demands/Work Environment

    The physical demands and work environment described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to travel to both indoor and outdoor areas that can vary in exposure and temperature. The employee is frequently required to operate a motor vehicle, use objects, tools, or controls, and/or required to lift up to 50lbs. The noise level in the work environment is usually moderate.

     
  • 18 Days Ago

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Client Care Manager
  • 1Heart Caregiver Services
  • Santa Maria, CA FULL_TIME
  • Job descriptionPurposeThis position is responsible for ensuring the best care for our clients, which includes supervising caregivers and coordinating services. The Client Care Manager is also responsi...
  • 4 Days Ago

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Bc be urologist
  • HealthEcareers - Client
  • San Luis Obispo, CA FULL_TIME
  • Job Description : San Luis Obispo, California Urology Associates of the Central Coast is a Urology practice based in San Luis Obispo that provides comprehensive urology services to the Central Coast, ...
  • 1 Day Ago

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Experienced Client Service Representative (CSR)
  • Thrive Pet Healthcare
  • Paso Robles, CA FULL_TIME
  • Description Position at North County Animal Hospital North County Animal Hospital is hiring an experienced Customer Service Representative! Location: Paso Robles, California *Shift Availability Needed...
  • 14 Days Ago

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Sr Financial Services Representative
  • Opportunities
  • San Luis Obispo, CA FULL_TIME
  • The Sr. Financial Services Representative opens new consumer and non-personal accounts with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. T...
  • 20 Days Ago

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Member Services Representative
  • SESLOC Credit Union
  • San Luis Obispo, CA FULL_TIME
  • At SESLOC, it is the people that make the place. Rooted in academics, and locally headquartered for over 80 years, we are the credit union with the funny name. But to us, financial dreams and goals ar...
  • 27 Days Ago

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0 Client Services Representative (Banking) jobs found in Santa Maria, CA area

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Aftermarket Assistant Manager '24
  • Goodwill Industries of Ventura and Santa Barbara Counties
  • Santa Maria, CA
  • Description: Position Title: Aftermarket Assistant Manager Job Identification: •Immediate Supervisor: Aftermarket Manage...
  • 5/11/2024 12:00:00 AM

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Front Desk Supervisor/Customer Service - Hilton
  • Hilton
  • Santa Maria, CA
  • Hilton is seeking a Front Desk Supervisor! A Front Desk Supervisor will be responsible for the following: Oversees front...
  • 5/11/2024 12:00:00 AM

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Walgreens - Customer Service Associate
  • Walgreens
  • Santa Maria, CA
  • As a Customer Service Associate, you are the face of Walgreens – the person who helps fulfill our mission of making peop...
  • 5/11/2024 12:00:00 AM

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Travel Physical Therapist - $2,412 per week
  • Hiring Now!
  • Santa Maria, CA
  • Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Santa Maria, California. Job Descripti...
  • 5/9/2024 12:00:00 AM

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Customer Service/Ground Operations Agent
  • Allegiantair
  • Santa Maria, CA
  • **Customer Service/Ground Operations Agent** Santa Maria, CA / Stations Customer Service / Ramp Agents / Part-Time Summa...
  • 5/8/2024 12:00:00 AM

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Agronomic Service Representative - Coastal California
  • Syngenta Canada
  • Santa Maria, CA
  • Job Description Agronomic Service Representative - Coastal California - ( 18037643 ) **Description** **About Syngenta** ...
  • 5/8/2024 12:00:00 AM

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Patient Registration Rep
  • Common Spirit
  • Santa Maria, CA
  • Overview Marian Regional Medical Center a 191-bed facility located in Santa Maria California is recognized as one of the...
  • 5/8/2024 12:00:00 AM

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Call Center Representative - Work From Home>
  • MedMetrix
  • Santa Maria, CA
  • [Customer Service / Remote] - Anywhere in U.S. / Competitive Pay - As a Call Center Rep you'll: Respond to patient inqui...
  • 5/7/2024 12:00:00 AM

Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town". Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$43,544 to $57,876
Santa Maria, California area prices
were up 2.5% from a year ago