• Client Services Associate

    Robert Half Office Team (San Diego, CA)


    Description

    Overview:

    Robert Half is seeking a Client Services Associate to support one of our insurance industry clients. This role is responsible for providing high-quality service to clients, ensuring policy accuracy, and supporting account management activities. This is an excellent opportunity for someone who is detail-oriented, communicates effectively, and enjoys working in a client-facing role.

    Key Duties & Responsibilities:

    + Respond to client inquiries and provide timely resolution to service requests.

    + Assist with processing policy updates, renewals, applications, endorsements, and other insurance documentation.

    + Coordinate with carriers and internal teams to verify coverage details, request quotes, and resolve account issues.

    + Maintain accurate client records and ensure all documentation complies with company and regulatory standards.

    + Support Account Managers with client follow-up, renewal preparation, and ongoing account maintenance.

    + Provide professional and courteous communication via phone, email, and written correspondence.

    Requirements

    Qualifications:

    + 1+ year of experience in insurance, financial services, or a similar administrative/client service environment.

    + Strong customer service skills with the ability to build rapport and maintain positive client relationships.

    + High attention to detail and ability to manage multiple priorities in a fast-paced environment.

    + Proficiency with Microsoft Office; experience with an agency management or CRM system is a plus.

    + Insurance license (P& C or Life & Health) is preferred but not required.

    What Makes You Successful in This Role:

    + Organized and thorough with documentation

    + Comfortable working independently while supporting a team

    + Professional communication style and client-first mindset

    + Ability to problem-solve and follow through on open items

    TalentMatch®

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .