Customer Service Rep/Client Intake Specialist

Customer Service Rep/Client Intake Specialist
In Concord, California 94520

Job Description

Workway is a professional staffing firm, working with organizations across the country to place exceptional candidates. Work with a leading financial organization, which provides title insurance, technology and transaction services to the real estate and mortgage industries. This firm allows its employees autonomy and latitude in making the decisions that best suit each client’s needs, and encourages an entrepreneurial culture through shared employee ownership of the company.


We are looking for a Customer Service Rep/Client Intake Specialist I responsible to answer inbound calls from existing and potential customers.  

Your specific duties will include:

  • Inbound Sales is an extension of sales support to our field sales staff acting as a liaison between field sales and our customers. 
  • Our goal is to provide an excellent customer experience, through confidently and effectively communicating plan coverage, options, terms and limits to homeowners, real estate agents, transaction coordinators and escrow officers 
  • The CSR takes 60 – 80 new order and renewal calls per day and maintain consistent knowledge of pricing, contract coverage and limits.

Specific qualifications for the position include

  • High school diploma or equivalent
  • 1+ year’s customer service experience
  • Must be able to type 35 WPM while on the phone with the customer

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today! 

Apply Now
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Abhijeet Pathak