CareerPlan

Customer Service Representative

Napa, CAFull-time2026-09-10 → 2026-11-11

Core

Front-line phone support and administrative operations for a transportation insurance broker.

Role type

Customer Service Representative (Administrative)

Builds

Insurance services for moving & storage agents, van lines, and contract drivers

Domain

Insurance / Transportation

Deliverable

client delivery

Required skills

Phone etiquette, Microsoft Office (Outlook, Word, Excel, PowerPoint), mail handling, inventory management, confidentiality, time management

Preferred skills

Good judgement for escalated matters, strong oral & written communication

Responsibilities

Answer main line incoming calls on the 1st ring, process incoming/outgoing mail and checks, monitor office inventory, coordinate with vendors and visitors, process urgent tasks within two hours

Seniority

Entry-level, <1 year experience