Client Service Representative

Client Service Representative

Location: Battle Ground, WA Employment type: Full-time, In-office

Job Summary and Mission

The Client Service Representative plays a vital role in ensuring our agency runs smoothly by providing organized, proactive, and detail-oriented support to our internal teams and valued clients. This role blends day-to-day operational excellence with a strong customer service presence, helping to create an exceptional experience for both clients and colleagues. The ideal candidate is dependable, self-motivated and thrives in a fast-paced, collaborative environment.

Summary of Key Responsibilities

· Client & Office Support

o Greet clients and visitors professionally and warmly.

o Answer and direct incoming calls and assist with routine client inquiries.

o Prepare client facing materials for meetings and communications.

o Support client onboarding, offboarding and file maintenance

o Assist clients with claim issues and seek resolution of issues.

· Administrative Operations

o Open, sort, and distribute incoming and outgoing mail; manage faxes and postage.

o Maintain and order office supplies and equipment.

o Assist with scanning, photocopying, mailing, filing, and other clerical duties.

o Maintain and organize both paper and digital records.

· Project & Compliance Coordination

o Process health plan enrollments, terminations, and compliance notices.

o Run motor vehicle records (MVRs) and issue Certificates of Insurance (COIs) for P&C clients.

o Assist with audits and benefits platform (BerniePortal) build-outs.

o Provide project-based support to the benefits team and other departments.

· Meeting and Document Preparation

o Coordinate logistics and prepare materials for client renewal and team meetings.

o Track tasks and support special administrative projects as needed.

Qualifications

· 1 years of experience in an administrative or office support role.

· Proficient with Microsoft Office Suite (Word, Excel, Outlook, Teams, OneDrive).

· Excellent communication and interpersonal skills.

· Strong organizational and time management capabilities.

· High attention to detail and follow-through.

· Quick learner, comfortable with new technology and systems.

· Professional demeanor and polished presence.

· Team-oriented mindset with a positive, solution-driven approach.

Success Measures

· Maintains an orderly, efficient office environment that supports team productivity.

· Ensures client and team needs are met with consistency and professionalism.

· Proactively solves problems before they escalate.

· Demonstrates ownership over recurring tasks and responsibilities.

· Supports internal communication flow and ensures timely administrative follow-up.

Reports to:

· Vice-President

· Chief Executive Officer

Leadership and Core Competencies

· Driving Innovation: Encouraging creativity, challenging the status quo, and supporting breakthrough ideas.

· Leading change effectively: Navigating transitions, influencing others through change, and removing resistance.

· Attention to detail: Notices what others miss and takes pride in thorough work.

· Entrepreneurial thinking: Identifying opportunities, taking smart risks, and creating value through new initiatives.

· Relationship building: Creating strong, respectful and collaborative connections with others.

· Adaptability and Curiosity: Willingness to learn, unlearn and apply new skills quickly.

· Self-Discipline and time management: Staying organized, focused and productive.

· Self-reflection and growth: Regularly evaluating your performance and making improvements.

· Client Focus: Strives to exceed expectations in every interaction.

· Integrity: Adheres to our Mission & Values.

· Results-Oriented: Gets results and achieves goals.

· Navigates Ambiguity: Successfully functions and leads through uncertain times and changing priorities.

Pay: $23.12 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Paid training
• Professional development assistance
• Vision insurance

Work Location: In person

Salary : $23 - $25