Robert Half client is looking for a dedicated Account Manager to join their team. This position is fully remote but must be flexible to work PST hours for a total of 37.5 hours per week. This position focuses on providing exceptional administrative support to Account Executives who manage personal insurance lines for high-net-worth clients. As a vital part of operations, you will ensure seamless coordination, accurate documentation, and efficient service delivery. This is a long-term contract opportunity ideal for candidates passionate about operational excellence in a fast-paced environment. Account Manager Responsibilities:• Prepare and organize policy documents, renewal summaries, and related correspondence to support Account Executives.• Compile and analyze insurance reports to assist with account reviews and compliance requirements.• Maintain and update client records in the agency management system, ensuring accuracy and attention to detail.• Coordinate with insurance carriers and internal teams to secure quotes, endorsements, and necessary documents.• Monitor and manage deadlines for renewals, endorsements, claims, and other critical account milestones.• Prioritize and efficiently process multiple requests while adhering to strict deadlines.• Ensure all workflows and documentation comply with confidentiality and regulatory standards.• Assist Account Executives in preparing presentation materials and reports for client meetings. If you are interested in this Account Manager position, please submit your resume today!

• At least 2-3 years of experience in administrative or account management roles, preferably in personal insurance or financial services. • Strong organizational skills and the ability to manage competing priorities independently. • Proficiency in generating and analyzing reports from agency management systems or carrier platforms. • Exceptional attention to detail and advanced data management capabilities. • Familiarity with systems such as AMS360 or similar is preferred. • Excellent communication and interpersonal skills for effective collaboration within teams. • Ability to thrive in a high-volume, fast-paced work environment. • An appropriate state insurance license is a plus, with willingness to obtain if required.

<h3 class="rh-display-3--rich-text">TalentMatch®</h3> 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. <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. 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.

San Ramon, CA
remote
Temporary
25.65 - 29.70 USD / Hourly
Robert Half client is looking for a dedicated Account Manager to join their team. This position is fully remote but must be flexible to work PST hours for a total of 37.5 hours per week. This position focuses on providing exceptional administrative support to Account Executives who manage personal insurance lines for high-net-worth clients. As a vital part of operations, you will ensure seamless coordination, accurate documentation, and efficient service delivery. This is a long-term contract opportunity ideal for candidates passionate about operational excellence in a fast-paced environment. Account Manager Responsibilities:• Prepare and organize policy documents, renewal summaries, and related correspondence to support Account Executives.• Compile and analyze insurance reports to assist with account reviews and compliance requirements.• Maintain and update client records in the agency management system, ensuring accuracy and attention to detail.• Coordinate with insurance carriers and internal teams to secure quotes, endorsements, and necessary documents.• Monitor and manage deadlines for renewals, endorsements, claims, and other critical account milestones.• Prioritize and efficiently process multiple requests while adhering to strict deadlines.• Ensure all workflows and documentation comply with confidentiality and regulatory standards.• Assist Account Executives in preparing presentation materials and reports for client meetings. If you are interested in this Account Manager position, please submit your resume today!
2026-02-04T17:21:55Z