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Kyle Financial & Insurance Solutions

Client Service Coordinator

Entry-Level JobVerifiedNo experience needed

Career Insights for Customer Service Representative (General)

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What they do

A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.

$42,494 / year median in California

-9% projected decline

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Job Description

Client Service Coordinator Kyle Financial & Insurance Solutions Chico, CA Job Details Full-time $20 - $25 an hour 1 day ago Qualifications Customer communication High school diploma or GED Full Job Description Kyle Insurance & Financial Services is a growing financial services and life insurance agency dedicated to helping individuals, families, and businesses protect what matters most. We are looking for a dependable, detail-oriented Client Services Coordinator to join our team in our Chico office. This position is ideal for someone who enjoys working with people, staying organized, and supporting a fast-paced office. Experience in life insurance or the insurance industry is preferred, but we are happy to train the right candidate with a strong work ethic and a positive attitude. Responsibilities Provide support to our advisors and office staff Answer phones and assist clients professionally and courteously Schedule appointments and manage calendars Prepare, organize, and process insurance and financial paperwork Maintain accurate client records and electronic files Follow up with clients regarding documentation and appointments Coordinate with insurance carriers and other business partners Assist with office projects and day-to-day operations Help create an exceptional client experience from first contact through ongoing service Qualifications Excellent organizational and time management skills Strong attention to detail Professional written and verbal communication skills Friendly, positive, and customer-focused attitude Proficiency with Microsoft Office (Word, Excel, Outlook) and the ability to learn new software Ability to multitask and work independently High school diploma or equivalent required Preferred Qualifications Experience in life insurance, health insurance, property & casualty insurance, or another insurance-related field Experience in financial services support role What We Offer Opportunity for career growth within the agency Supportive, team-oriented work environment Meaningful work helping clients protect their financial future If you're organized, dependable, and enjoy helping people, we'd love to hear from you. To apply, please submit your resume along with a brief introduction explaining why you're interested in joining Kyle Insurance & Financial Services. Learn more about us at kyleins.com .
Pay:
$20.00 - $25.00 per hour
Work Location:
In person