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Robert Half International Customer Service Representative in Concord, California


Our Concord-based insurance client is looking for a Customer Service Representative. Duties include:

  • Process loan agreements, obtaining required loan documentation and ensure acceptability of all PFAs prior to loan acceptance

  • Input and convert loans within policies, guidelines and service level requirements

  • Review incoming correspondence, updating account with necessary changes/updates, documenting for verification purposes

  • Follow up and obtain all insured signature required premium finance agreements within 30 days of booking

  • Develop and maintain knowledge of tools used by client's customers, including the ability to effectively communicate the applicable features and benefits and provide training on its usage.

Must be comfortable on the phone and have great written communication skills.

If interested in our Customer Service Representative position, please email resume to


  • Strong communication and social skills and able to receive criticism well

  • Ability to interact effectively with internal and external partners and clients/customers

  • Excellent customer service and office administrative skills

  • Strong problem solving and analytical skills

  • Proficiency in Answer Customer

  • Answering Inquiries experience preferred

  • Verify Insurance experience highly desired

  • Proven knowledge of Microsoft Excel

  • Solid understanding of customer service

  • Knowledge of Answer Inbound Calls

  • Well-founded grasp of Microsoft Outlook

  • Experience using Microsoft Office

  • 2+ years' experience of proven performance in a goal-driven & customer-focused environment desired

  • Solid understanding of Customer Relationship Management (CRM) systems, e.g. ACT!, Illustrator, Highrise, and Insightly

  • Demonstrated experience performing extensive research to resolve complex customer inquiries

  • Basic knowledge in computer software programs and office equipment

  • Upbeat, positive attitude and an approach to work rooted in professionalism

OfficeTeam is the world's leader in professional staffing for office support jobs, focusing exclusively on the temporary and temporary-to-full-time placement of professionals in the administrative field. We are faster at finding you work because of the depth of our client network. Specifically, our professional staffing managers connect with thousands of hiring managers in North America every week to find your office support job opportunities. We evaluate all of our OfficeTeam temporaries' skills and match them with the needs of top employers in their area.

Apply for this job now or contact us today at 888.490.4154 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 OfficeTeam. A Robert Half Company. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Salary: $18.05 - $19.00 / Hourly

Location: Concord, CA

Date Posted: February 21, 2020

Employment Type: Temporary

Job Reference: 00470-0011381063

Staffing Area: Office u0026 Administrative