• Account Representative

    Robert Half Office Team (San Diego, CA)


    Description

    Overview:

    Robert Half is partnering with a reputable insurance firm to identify a customer-focused and detail-oriented Account Representative. In this role, you will serve as a primary point of contact for clients, supporting account servicing needs while ensuring policies, documentation, and communications are handled accurately and efficiently. The ideal candidate has strong communication skills, enjoys relationship-building, and is comfortable working in a fast-paced, service-driven environment.

    Key Responsibilities:

    + Serve as the main point of contact for assigned client accounts, providing timely and professional support

    + Assist clients with policy inquiries, endorsements, renewals, and general service requests

    + Process policy changes, applications, certificates of insurance, and related documentation

    + Coordinate with internal teams, carriers, and underwriters to resolve account-related issues

    + Maintain accurate client records, policy information, and correspondence in agency management systems

    + Support renewal preparation and follow-up to ensure timely account servicing

    + Respond to phone and email inquiries while delivering a high level of customer service

    + Ensure compliance with insurance regulations and internal procedures

    Requirements

    Qualifications:

    + 2+ years of customer service, account management, or insurance support experience

    + Strong written and verbal communication skills

    + Excellent organizational skills and attention to detail

    + Proficiency in Microsoft Office (Word, Excel, Outlook); insurance or CRM systems a plus

    + Ability to manage multiple accounts and priorities simultaneously

    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) .