• Client Services Representative

    Robert Half Office Team (San Diego, CA)


    Description

    About the Role:

    Robert Half is partnering with a reputable insurance firm seeking a Client Services Associate to support their growing team. This individual will work directly with clients and internal account managers to deliver high-quality service across various insurance products. The ideal candidate is customer-focused, organized, and comfortable managing a high volume of inquiries with accuracy and professionalism.

    Responsibilities:

    + Serve as a primary point of contact for policyholders and assist with account inquiries by phone and email.

    + Support day-to-day service needs including policy changes, billing follow-up, claims status updates, and documentation requests.

    + Prepare and process policy documents, renewals, applications, endorsements, certificates of insurance, and related forms.

    + Maintain accurate account records and ensure all documentation meets compliance standards.

    + Partner closely with Account Managers and Producers to support client satisfaction and retention efforts.

    + Communicate with carriers to request policy information, obtain quotes, and help resolve service issues.

    + Track service requests and ensure timely follow-up and resolution.

    + Assist with onboarding new clients and supporting renewal cycles.

    Requirements

    Qualifications:

    + 1+ years of professional experience in insurance, financial services, or a customer support role.

    + Experience in an agency or brokerage environment is a plus.

    + Strong interpersonal and communication skills—able to explain information clearly and professionally.

    + High attention to detail with strong organizational and multitasking abilities.

    + Proficiency in Microsoft Office; experience with CRM or agency management software is an advantage.

    Soft Skills:

    + Customer-focused mindset

    + Strong follow-through and accountability

    + Problem-solving orientation

    + Ability to collaborate effectively across teams

    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) .