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Client Service Account Representative

CBC Mission Viejo, CA
  • Expired: 25 days ago. Applications are no longer accepted.

Our company is seeking a motivated and enthusiastic life and health insurance Client Service Account Representative to provide service for Large Group accounts. The ideal candidate would have general knowledge of health insurance benefits, and understands the basics of health insurance products.

Established Life & Health Agency Offers You:

- Competitive salary (Base starting salary based on experience)

- Competitive benefits package including 100% paid employee health insurance

- Generous paid time off benefits including paid holidays

- Office located in Mission Viejo with Mon-Fri, 8:00 am – 5:00 pm business hours

- Business casual environment and team-oriented atmosphere

Position Summary:

- Provides support to Large Group clients through a robust contact center including telephonic, email and chat interactions.

- Responsible for resolving service issues for enrolled members. Issues may include, but are not limited to, enrollment, claims and billing issues.

- Process employee enrollment through a telephonic contact center and electronically within internal data management system.

- Update and maintain account and employee information in company data base.

- Conduct employee enrollment and benefit education meetings.

Candidate Preferences:

- Compassionate, desire to help others

- Self-starter with the ability to work independently

- Strong initiative and ability to follow-through

- Experience in health insurance industry

- Must have excellent communication skills and strong computer and program skills.

- Time management skills and ability to prioritize

- Professional presence and high level interpersonal skills

- Availability to travel occasionally

- Fluent in both English and Spanish

- Insurance License in Health & Life in California

- Knowledge of the Affordable Care Act (ACA)

- Bachelor’s degree preferred, but not required


Custom Benefit Consultants, Inc. (CBC) dba CBC Benefit & Insurance Services is a leading provider of brokerage and consultative services, benefit administration services, contact center support and technology. We support a diverse clientele of employer groups and individuals, affinity groups, and other service providers throughout the health insurance delivery system. Since 1997, CBC has specialized in supporting consumers in need of evaluating, purchasing and supporting health insurance. Our resources and level of expertise has evolved from supporting small local employer groups to large multi-location organizations and national firms in need of a substantial amount of administrative and technological support. CBC Mission - Our mission is to develop long-term business relationships that are built upon consistently meeting the needs of our clients, keeping our promises, and delivering high quality, cost effective insurance products through a technologically driven distribution model. CBC Vision - Our vision is to set the bar for leadership and innovation in our industry. Action items to support that vision: Streamline processes and utilization of technology Encourage the flow of ideas through all levels of the company Individual accountability with measurable results Compensation based on production and fiscal responsibility Commitment to professional business practices Think Big-Expect Big CBC Values - To recognize the potential of our employees and leverage their skills to support their families, our clients, our co-workers, our industry, and our community. Key Values: Family Integrity Community Contribution Join our team! We provide an open door relationship with our colleagues, extensive training and development opportunities, excellent wages with a robust benefits package. Work in a dynamic, fast paced environment with smart and talented colleagues dedicated to client satisfaction. CBC is an equal employment opportunity employer and provides a drug free environment.


Mission Viejo, CA