Customer Service Representative/Product Specialist - Walnut Creek

Our Customer Service Representative/Product Specialist position is responsible for supporting and servicing our customer base. Strong written and verbal communication skills are a must. The position will have processing and some underwriting responsibilities for various products within our organization. This individual should be comfortable working in numerous online systems and working in a fast paced environment.


  • Self motivated, well organized, high energy team player
  • Capable of mutli-tasking and navigating numerous online systems
  • Positive and energetic phone skills
  • Excellent listening skills
  • Strong writing skills

  • Highest level of integrity

  • Must have the ability to exemplify our commitment to exceptional customer service
  • Prior insurance experience is preferred but, we will train the right candidate

Compensation Package:

  • Salary and Bonus
  • Medical Insurance
  • 401k
  • Paid Vacation
  • Paid Holidays
  • Year-round Team Building Activities and Company Events

Accounting Clerk – Part Time Walnut Creek, CA

BASIC FUNCTIONS: Cash management, receiving / processing invoice payments (electronic / check), A/R, A/P, bank deposits vendor payments


  • Process accounts payable and receivable, monthly corporate credit card reconciliation
  • Manage banking responsibilities: receive payments, make deposits, daily credit card and ACH transaction settlements, reconcile bank statements
  • Full cycle processing of payables, receivables, journal entries, posting to the general ledger
  • Perform general journal allocations
  • Consult customers on general accounting matters
  • Resolve financial concerns from funders, vendors, and others promptly and courteously
  • Advanced knowledge of Excel are a must!
  • Outstanding written and spoken communication skills
  • Outstanding interpersonal, customer service and organizational skills
  • Demonstrated accuracy with details
  • Ability to successfully work as team member, multi-task, and work independently