Insurance agent jobs in Huntington Beach, California - Page 2Create job alerts

Job DescriptionPayment Services Agent Seeking a skilled Payment Services Specialist to join our team. The ideal candidate will have strong communication skills, an understanding of billing and accounting principles, and an understanding of credit and debit. Effective in problem solving, analyzing payment performance, and reconciling account statements. Experience with CRM usage and knowledge of debt settlement processes. Responsibilities: • Handle daily calls to and from customers to address and resolve payment issues, • Manage pipeline of assigned clients, • Adjust monthly ACH payments to align with client's ability to pay, • Maintain and update accounts for accurate record keeping, • Use of CRM to review notes and alerts regarding clients, • Ability to provide estimates and exact payoff amounts, • Review documents uploaded in CRM or email inboxes, • Thoroughly explain transactions listed on monthly account statements, • Other duties as assigned to address payment services needs Requirements:, • Experience as a Payment Services agent or similar role in debt settlement industry, • Knowledge of debt settlement processes, • Familiarity use of CRM software for tracking and monitoring clients, • Ability to engage in effective customer service interactions, • Effective communication and problem-solving skills, • Ability to calculate figures for accurate payments Compensation Range - $19.00 - $25.00 DOE Education – High School Diploma Benefits:, • 401(k), • Dental insurance, • Health insurance, • Opportunities for advancement, • Paid time off, • Onsite – Costa Mesa

Job Description Schedule: Monday – Friday Hours: 8:30 AM – 5:00 PM Job Type: Temp to Hire Job Summary: We are seeking a bilingual Benefits Coordinator to assist producers with client communications, benefit plan management, and policy servicing. The ideal candidate will have hands-on experience with insurance carrier systems, strong communication skills, and an active California Life & Health License. Key Responsibilities: * Support producers in preparing proposals, presentations, and client communications. * Deliver policy and plan documents accurately and on time. * Manage and process benefit plan changes, including additions, deletions, and corrections. * Maintain deep knowledge of benefit plan coverage, eligibility, and structure to confidently assist subscribers. * Communicate with third-party vendors regarding COBRA administration and client requests. * Regularly follow up with clients to assess changes that may impact coverage or benefits. * Utilize carrier agent portals such as Kaiser, Health Net, Anthem, Blue Cross, Blue Shield, Cal Choice, Warner Pacific, and United Healthcare. * Ensure all documentation and client interactions comply with applicable regulations. Job Requirements: * Active California Life & Health License (required). * Bilingual in English and Spanish (required). * Proficiency with EASE, Sagitta, and/or AMS 360 systems. * Experience using carrier agent portals (Kaiser, Health Net, Anthem, etc.). * Proficient in Microsoft Office (Excel, Word, PowerPoint) and Adobe PDF. * Excellent verbal and written communication skills. * Strong understanding of life insurance and employee benefits. * Ability to clearly explain complex coverage details and assist beneficiaries with sensitivity. * High school diploma or equivalent required; Bachelor's degree preferred. * Previous insurance or sales experience preferred. Job Posted by ApplicantPro