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Client Service Representative

Job in Salinas, Monterey County, California, 93911, USA
Listing for: Pinnacle Claims Management
Full Time position
Listed on 2025-12-21
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Spanish Customer Service, Bilingual, HelpDesk/Support
Salary/Wage Range or Industry Benchmark: 40580 - 52756 USD Yearly USD 40580.00 52756.00 YEAR
Job Description & How to Apply Below
Position: Client Service Representative I

Client Services Representative I – Western Growers Health

Western Growers Health, part of the Western Growers Family of Companies, provides employer-sponsored health benefit plans to support employers in the agriculture industry. The company’s mission is to deliver value by offering robust health plans that meet a diverse workforce’s needs.

Compensation

$40,580.28 – $52,756.02 and a rich benefits package that includes profit‑sharing.

Responsibilities
  • Enroll, implement, and educate Western Growers Assurance Trust (WGAT) and Pinnacle Claims Management Inc. (PCMI) health benefit plan participants.
  • Collaborate with third‑party vendors related to employee health benefits.
  • Investigate problems/issues, determine root cause, evaluate results, and determine necessary corrective actions using established procedures and protocol.
  • Educate newly enrolled and existing plan participants on health plan and ancillary benefits via site visits, phone or virtual platforms.
  • Conduct group benefits presentations in English and Spanish.
  • Provide one‑on‑one support to address applicant concerns or questions.
  • Serve as primary contact for benefit utilization questions.
  • Assist with enrollment paperwork, ensuring accuracy and completion.
  • Organize assigned group service meetings and open enrollment events.
  • Research and respond to claim and administration questions using Health Care Processing system and CTSR web‑based tools.
  • Request Benefits Information Booklets and Benefit Summaries/SBCs for each account.
  • Support sales and client teams with plan comparisons, pre‑filled enrollment/waiver forms.
  • Attend employee client events to promote and enroll participants in value‑added programs.
  • Compile and track data on issues, actions, and resolutions using CTSR web‑based tool.
  • Document all services: enrollments, meeting minutes, events, courtesy calls.
  • Generate reports on metrics and suggest process improvements.
  • Perform other duties as assigned.
Qualifications
  • High School Diploma or equivalent; 1–3 years of customer service experience preferred.
  • Fluency in Spanish required; ability to use Spanish up to 70% of the time.
  • Intermediate knowledge of computer software, with proficiency in Word, Excel, Outlook, and PowerPoint.
  • Strong verbal and written communication skills in English and Spanish; ability to present information clearly in both languages.
  • Excellent organizational and time‑management skills, with strong follow‑up ability.
  • Clean DMV record and ability to travel up to 30% of the time within the U.S. (primarily California and Arizona).
Physical Demands / Work Environment

Employee must travel to indoor and outdoor areas with varying environmental exposure and temperature. Requires driving a motor vehicle, using tools or controls, lifting up to 50 lbs. Moderate noise level. Reasonable accommodations for disabilities may be provided.

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