Bilingual Client Service Representative

Department: Insurance & Financial Services

Employment Type: Full Time

Location: California

Compensation: $62,000 - $80,000 / year

Location: Irvine, CA

Work Arrangement: Hybrid, with remote work on Mondays and Fridays and office-based work Tuesday through Thursday

Hours: 8:00 AM to 5:00 PM or 7:30 AM to 4:30 PM

Compensation: $62,000 to $80,000, based on experience, licensing, and technical proficiency

Career Track: Growth opportunity within the Employee Benefits division

Are you a bilingual English-Spanish employee benefits professional who thrives on delivering exceptional client service?

We are seeking a polished, detail-oriented Client Service Representative to join a growing Employee Benefits team. This position supports daily client service needs, employee inquiries, eligibility updates, case resolution, and administrative workflows.

The ideal candidate is highly organized, client-focused, and committed to accuracy, responsiveness, and follow-through.

• Serve as a frontline service resource for Employee Benefits clients, employees, and internal team members.
• Respond to service requests involving eligibility, , benefit portals, providers, and claims support.
• Process employee additions, terminations, and qualifying life events in carrier and benefits administration systems.
• Track service cases, maintain accurate documentation, and follow requests through resolution.
• Assist with billing discrepancies, eligibility updates, and carrier follow-up.
• Support open enrollment logistics, employee communications, and benefit-related questions.
• Deliver responsive, professional, high-touch service in every interaction.

• Bilingual fluency in English and Spanish.
• Experience with employee benefits, including medical, dental, vision, life, and ancillary products.
• Strong administrative and organizational skills.
• Excellent attention to detail and follow-through.
• Advanced Excel proficiency and comfort working across multiple systems.
• A polished, professional, client-focused service approach.
• Ability to work from the Irvine office during the initial training period and maintain the required hybrid schedule.

• Current California Health and Life insurance license.
• Two or more years of experience in an employee benefits brokerage, agency, carrier, or consulting environment.
• Experience with Benefit Point, EASE, Employee Navigator, or similar platforms.
• Experience supporting open enrollment, employee education, eligibility administration, and ongoing client service.

Friendly, organized, responsive, and committed to delivering a high-quality service experience. You know how to manage day-to-day service work with professionalism, urgency, accuracy, and care.