We are looking for a dedicated Customer Service Representative to join our team in San Diego, California. In this position, you will play a key role in ensuring a smooth application process for insurance cases while maintaining excellent communication with agents and vendors. This opportunity is ideal for someone with a strong commitment to customer service and an ability to thrive in a fast-paced environment.<br><br>Responsibilities:<br>• Review new insurance applications to confirm all requirements are met before submission to carriers.<br>• Communicate with vendors to coordinate necessary follow-ups and resolve outstanding issues.<br>• Process insurance applications and cases efficiently using Salesforce.<br>• Facilitate a seamless application experience for agents, addressing their needs throughout the process.<br>• Manage high volumes of inbound calls and provide timely assistance to agents and customers.<br>• Follow up with agents and carriers to ensure all requirements are completed and accurate.<br>• Collaborate with team members to achieve shared objectives and provide support when needed.

• At least 1 year of experience in a customer service role or related field.<br>• Proficiency in handling high volumes of inbound and outbound calls.<br>• Strong skills in data entry and email correspondence.<br>• Familiarity with office administration tasks and order processing.<br>• Experience working with Salesforce or similar CRM platforms is preferred.<br>• Excellent communication skills and the ability to build positive relationships with agents and vendors.<br>• Detail-oriented mindset with a focus on accuracy and efficiency.

<h3 class="rh-display-3--rich-text">TalentMatch^®</h3> <p>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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>