Remote Customer Service Rep II — Data & Records

The Word & Brown Companies; Orange (CA); Hybrid; USD 45,000 - 60,000; Full time

Job summary

The Word & Brown Companies is seeking an organized and detail-oriented support specialist to assist the Team Lead with broker record maintenance, licensing tasks, and customer-facing duties. You will handle incoming calls, maintain data across multiple databases, and ensure HIPAA compliance while delivering accurate processing and timely updates.

Ideal candidates have strong communication skills, proficiency in Excel/Word, and at least two years in a call-center or customer-service role.

Qualifications

• 2+ years in Customer Service/Call Center related field.
• Must adhere to HIPAA guidelines.
• Excellent oral and written communication skills.

Responsibilities

• Assist Team Lead & Supervisor with projects and duties.
• Handle incoming queue calls from customers.
• Process broker records and Licensing tasks.
• Perform data entry and maintain accurate records.
• Conduct monthly reporting and account maintenance tasks.
• Support on-site or remote work as needed.

Skills

Customer service

HIPAA compliance

Phone etiquette

Multitasking

Data entry

Excel

Word

Education

High school diploma

Associate’s degree

Tools

Excel

Word

Job description

The Word & Brown Companies is seeking an organized and detail-oriented support specialist to assist the Team Lead with broker record maintenance, licensing tasks, and customer-facing duties. You will handle incoming calls, maintain data across multiple databases, and ensure HIPAA compliance while delivering accurate processing and timely updates.

Ideal candidates have strong communication skills, proficiency in Excel/Word, and at least two years in a call-center or customer-service role.