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LHH

LHH

via Bandana.com

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Customer Service Representative / Case Manager

Sacramento, CA
Full-time
Posted 1/6/2026
Verified Source
Key Skills:
Customer Service
Communication
Organization

Compensation

Salary Range

$NaNK - NaNK a year

Responsibilities

Assist clients with policy-related questions, process service requests, and manage case files.

Requirements

Requires insurance experience, proficiency in Microsoft Office, and ability to handle high-volume calls.

Full Description

**Title: Case Manager** Schedule: Onsite | Monday–Friday Flexible shifts available (7am–4pm, 8am–5pm, or 9am–6pm) Start Date: ASAP Overview This role supports a well-established insurance team operating in a collaborative, high-energy environment. The workplace culture is positive, engaging, and focused on delivering excellent service to policyholders while improving internal processes. • *Position Summary** The Case Manager will cover Customer Service Representative duties as well as play a key role in assisting clients with policy-related questions, processing service requests, and managing ongoing case files. The ideal candidate has prior insurance experience, exceptional communication skills, and the ability to handle a steady flow of customer interactions. Training and support will be provided by both the current CSR and the Renewal Manager. • *Key Responsibilities:** - Respond to inbound customer calls (average 30–50 per day). - Manage case files, service tickets, and insurance policy requests. - Process certificates of insurance and other policy-related documentation. - Assist with general case management duties assigned by leadership. - Maintain accurate records and ensure timely updates within internal systems. - Provide clear, professional support and guidance to policyholders. - Collaborate with the CSR and Renewal Manager throughout training and task transitions. - Support renewal workflows and help resolve service inquiries or escalations. - Uphold company standards for communication, accuracy, and customer care. • *Requirements:** - Insurance experience required (CSR, agency service, case management, or similar). - Strong proficiency in Microsoft Office and general computer systems. - Experience processing certificates or insurance service requests. - Ability to manage high-volume phone activity (30–50 calls per day). - Strong organizational skills and ability to multitask in a fast-paced setting. - Excellent verbal and written communication skills with a professional, friendly demeanor.

This job posting was last updated on 1/8/2026

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