A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
Bilingual Client Service Representative•Outreach Specialist (English/Spanish) InSync Consulting Services is seeking a Bilingual Client Service Representative•Outreach Specialist to support a statewide healthcare outreach and enrollment program. This role is ideal for a compassionate, community-focused professional who enjoys helping individuals navigate healthcare options and providing education to diverse populations. We are looking for candidates who are fluent in English and Spanish and have strong communication, customer service, and community engagement skills. Candidates who live in or near Santa Cruz County are highly encouraged to apply.
Position Details Job Title:
Client Service Representative•
Outreach Location:
Santa Cruz, CA Work Address:
1020 Emeline Avenue, Building B, Santa Cruz, CA 95060
Schedule:
Monday•Friday | 8:00 AM•5:00
PM PST Pay Rate:
$20.00/hour
Language Requirement:
English/Spanish Bilingual Interview:
Virtual Travel Requirement:
Local travel required (valid CA Driver's License and proof of insurance required) Job Responsibilities Conduct community outreach and enrollment support through individual and group presentations. Educate beneficiaries on available healthcare options and assist with understanding their managed care plans. Support individuals through enrollment and disenrollment processes. Provide assistance with healthcare program questions, medical exemptions, and waiver inquiries. Communicate enrollment status updates and provide accurate information to beneficiaries. Build and maintain positive relationships with community members, county partners, and healthcare organizations. Participate in community events, health fairs, and outreach activities as needed. Assist with training and guidance of new team members. Perform accurate data entry related to enrollment activities. Maintain detailed documentation of daily activities using customer relationship management (CRM) systems. Review program materials and provide feedback for process improvements. Follow established procedures while maintaining accuracy, quality, and productivity standards. Identify and report quality concerns or operational challenges to management. Provide recommendations to improve workflow efficiency and customer experience. Required Qualifications High School Diploma, GED, or equivalent required. Fluency in English and Spanish (reading, writing, and speaking). Strong understanding of and connection to the local community. Excellent verbal, written, and interpersonal communication skills. Comfortable presenting information to individuals and groups. Ability to work independently and as part of a team. Strong organizational skills with the ability to manage multiple priorities. Ability to work in a fast-paced, deadline-driven environment. Basic computer skills and proficiency with Microsoft Office (Word, Excel, PowerPoint). Ability to quickly learn new software systems. Typing speed of 20+ words per minute. Valid California Driver's License, reliable transportation, and proof of insurance. Preferred Qualifications Experience in healthcare, human services, outreach, enrollment, or community support. Experience working with diverse or underserved populations. Public speaking, education, training, marketing, or community outreach experience. Ability to provide culturally and linguistically appropriate support. Experience assisting individuals with healthcare programs or social services. Physical Requirements Ability to remain seated or stationary for extended periods. Ability to occasionally lift, carry, or move items weighing up to 25 pounds. Work Environment Professional office environment with community outreach activities as needed. Position may require travel throughout Santa Cruz County and surrounding areas. Why Join InSync Consulting Services? Competitive hourly pay Full-time Monday-Friday schedule Opportunity to support meaningful healthcare outreach programs Gain valuable experience in community services and healthcare enrollment Work with a collaborative and supportive team Apply today to join the InSync Consulting Services team and help make a positive impact in the community!
