<p><strong>Overview:</strong></p><p> Robert Half is partnering with a reputable insurance firm to identify a customer-focused and detail-oriented <strong>Account Representative</strong>. 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.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the main point of contact for assigned client accounts, providing timely and professional support</li><li>Assist clients with policy inquiries, endorsements, renewals, and general service requests</li><li>Process policy changes, applications, certificates of insurance, and related documentation</li><li>Coordinate with internal teams, carriers, and underwriters to resolve account-related issues</li><li>Maintain accurate client records, policy information, and correspondence in agency management systems</li><li>Support renewal preparation and follow-up to ensure timely account servicing</li><li>Respond to phone and email inquiries while delivering a high level of customer service</li><li>Ensure compliance with insurance regulations and internal procedures</li></ul><p><br></p>
<p>We are proud to represent a fast-growing, client-focused mortgage brokerage that is redefining the home financing experience.</p><p>As an Inside Sales Representative, you’ll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction.</p><p>What You’ll Do</p><ul><li>Engage & Convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships.</li><li>Drive Results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership.</li><li>Collaborate & Grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service.</li></ul><p>What We’re Looking For</p><ul><li>Sales Savvy: Strong communication and relationship-building skills with a passion for helping people.</li><li>Goal-Oriented: Motivated by targets and thrives in a fast-paced environment.</li><li>Tech-Comfortable: Experience with CRM systems and digital communication tools.</li><li>Mortgage Knowledge: No Mortgage Knowledge necessary! We will train up on all our services</li></ul><p>Why Join Us?</p><ul><li>Growth Potential: Contract-to-hire with clear pathways for advancement to loan officer (we will sponsor loan officer certifications).</li><li>Commission Opportunity: Once hired on permanently, you’ll earn competitive commissions on closed deals your success pays off!</li><li>Supportive Culture: Work with a team that values integrity, collaboration, and innovation.</li><li>Impactful Work: Help clients achieve one of life’s biggest milestones homeownership.</li><li>Competitive Compensation: Base pay plus performance incentives once hired on.</li></ul><p><br></p>
<p><strong>About the Company</strong></p><p> Our client, a reputable financial services organization, is seeking a Client Services Associate to support advisors and clients by delivering high-quality service and administrative support. This role is essential in maintaining strong client relationships, ensuring accurate account administration, and supporting day-to-day operations in a highly regulated, client-focused environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients via phone, email, and in-person interactions</li><li>Respond to client inquiries related to accounts, transactions, documentation, and general service needs</li><li>Assist with account openings, maintenance, and updates, including processing required forms and documentation</li><li>Accurately enter and update client and account information in CRM and financial systems</li><li>Prepare and distribute client correspondence, statements, and account-related documentation</li><li>Coordinate with financial advisors, operations teams, and custodians to resolve client requests</li><li>Track service requests and follow up to ensure timely completion</li><li>Maintain compliance with firm policies, procedures, and regulatory requirements</li><li>Handle confidential client and financial information with discretion and professionalism</li></ul><p><br></p>
<p>A growing healthcare organization in Vista is hiring a <strong>detail-oriented Collections Specialist</strong> to support patient and insurance collections. This role requires a compassionate yet persistent communicator who can navigate sensitive financial conversations while ensuring timely payment resolution. The ideal candidate understands medical billing workflows, insurance reimbursement cycles, and the importance of maintaining patient trust throughout the collection process.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Follow up on outstanding patient balances and insurance claims</li><li>Communicate professionally with patients regarding payment options</li><li>Work with billing teams to resolve claim denials and underpayments</li><li>Maintain accurate notes and documentation in billing systems</li><li>Set up payment plans and process adjustments when approved</li><li>Assist with audits and AR aging reviews</li></ul>
<p><strong>Overview:</strong></p><p> Robert Half is partnering with a reputable financial services company to identify a detail-oriented and client-focused <strong>Account Representative</strong>. This role serves as a key point of contact for clients, supporting account servicing, documentation, and ongoing relationship management while ensuring compliance with internal policies and regulatory requirements. The ideal candidate brings strong communication skills, professionalism, and a high level of attention to detail.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for assigned client accounts, providing timely and accurate support</li><li>Assist clients with account inquiries, updates, and service requests</li><li>Process account documentation, forms, and transactions in accordance with company policies and regulatory standards</li><li>Maintain accurate client records and account information in internal systems</li><li>Coordinate with internal departments (operations, compliance, advisors, and finance teams) to resolve account-related issues</li><li>Support onboarding of new clients, including documentation collection and verification</li><li>Prepare reports, track account activity, and assist with audits or reviews as needed</li><li>Ensure adherence to compliance, privacy, and regulatory requirements</li></ul><p><br></p>
<p>A well-established construction services company in San Marcos is seeking a <strong>professional and results-driven Collections Specialist</strong> to manage outstanding receivables while maintaining positive client relationships. This role is ideal for someone who understands the importance of balancing firm follow-up with diplomacy. You will work closely with project managers, accounting staff, and customers to ensure timely payments, resolve disputes, and support healthy cash flow across multiple active projects. The ideal candidate is organized, confident in communication, and comfortable working with contract-based billing and lien-sensitive environments.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Monitor AR aging reports and proactively follow up on past-due balances</li><li>Communicate with clients regarding invoices, payment status, and discrepancies</li><li>Coordinate with project managers to resolve billing disputes</li><li>Document collection activity and maintain detailed account notes</li><li>Assist with lien waivers, conditional releases, and compliance documentation</li><li>Support month-end close and AR reporting</li></ul>
<p>A growing manufacturing company in San Marcos is looking for a professional <strong>Receptionist / Administrative Support Specialist</strong> to manage front desk operations while providing administrative support to multiple departments. This role blends traditional receptionist duties with behind-the-scenes office coordination and is ideal for someone who enjoys variety in their day.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for visitors, vendors, and callers</li><li>Maintain front desk operations and office security protocols</li><li>Coordinate conference rooms and meeting logistics</li><li>Assist with data entry, filing, and document management</li><li>Order office supplies and support office organization initiatives</li><li>Provide administrative assistance to HR, accounting, or operations teams</li><li>Track deliveries, service requests, and vendor communications</li></ul>
We are looking for a skilled Collections Specialist to join our team in Irvine, California. In this Contract to permanent position, you will play a vital role in managing and resolving accounts receivable issues while ensuring the accuracy of billing and credit processes. The ideal candidate brings expertise in both commercial and consumer collections, along with proficiency in financial tools and software.<br><br>Responsibilities:<br>• Oversee and manage accounts receivable collections for both commercial and consumer accounts.<br>• Review and analyze aging reports to prioritize and address overdue accounts.<br>• Communicate effectively with clients to resolve outstanding balances and ensure timely payments.<br>• Implement and maintain efficient credit and collection processes to meet organizational goals.<br>• Collaborate with internal teams to verify billing accuracy and resolve discrepancies.<br>• Utilize Microsoft Excel and Sage MAS 500 to track, report, and manage collection activities.<br>• Develop strategies to minimize overdue accounts and improve overall collection rates.<br>• Prepare regular reports on collection progress and account statuses for management.<br>• Ensure compliance with company policies and regulations in all collection activities.
<p><strong>Overview</strong></p><p>We are seeking a motivated Client Services Coordinator to join our team in San Diego, California. This contract-to-permanent role offers the opportunity to support a fast-paced insurance operation while ensuring a smooth and efficient application process for agents and partners. The ideal candidate is customer-focused, highly organized, and comfortable managing multiple priorities.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Verify that all required information and documentation is complete prior to submitting new insurance applications</li><li>Coordinate follow-ups with agents, carriers, and third-party vendors to obtain outstanding requirements</li><li>Process and manage insurance cases within Salesforce, ensuring accurate and timely data entry</li><li>Serve as a primary point of contact for agents by responding to inquiries and resolving application-related issues</li><li>Handle high volumes of inbound and outbound calls with professionalism and attention to detail</li><li>Review submitted applications and proactively follow up to ensure cases progress efficiently</li><li>Collaborate with team members to support shared goals and assist with daily operational needs</li></ul><p><br></p>
<p><strong>About the Company</strong></p><p> Our client, a well-established insurance organization, is seeking a Client Services Associate to support policyholders and internal teams by delivering responsive service and administrative assistance. This role plays a key part in maintaining client satisfaction, supporting policy administration, and ensuring accurate documentation in a regulated insurance environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients via phone, email, and in-person interactions</li><li>Assist clients with policy inquiries, coverage information, billing questions, and general service requests</li><li>Process policy changes, endorsements, renewals, and cancellations in internal systems</li><li>Accurately enter and update client and policy data in agency management systems</li><li>Prepare and distribute policy documents, certificates of insurance, and correspondence</li><li>Coordinate with producers, underwriters, and carriers to resolve client needs</li><li>Track service requests and follow up to ensure timely resolution</li><li>Maintain compliance with company procedures and regulatory requirements</li><li>Handle sensitive client and policy information with confidentiality and professionalism</li></ul><p><br></p>
<p>Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the opportunity to work in a dynamic, client-driven environment, supporting both advisors and clients while contributing to the overall success of the organization. This is a contract to hire role based in Del Mar, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person.</li><li>Support financial advisors with client onboarding, documentation, and account maintenance.</li><li>Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality.</li><li>Prepare and review account forms, transfer requests, and related paperwork.</li><li>Assist in the preparation of client meetings, reports, and presentation materials.</li><li>Maintain up-to-date client records and support data entry into CRM and portfolio management systems.</li><li>Help resolve client service issues and escalate as necessary.</li><li>Collaborate with internal teams to support compliance, operations, and administrative tasks.</li></ul><p><br></p>
<p>We are hiring a <strong>polished and highly professional Receptionist</strong> to serve as the front-facing representative for a corporate office in Carlsbad. This role goes far beyond answering phones—it requires discretion, strong judgment, and the ability to manage high-profile visitors and executives with confidence. The ideal candidate understands how critical first impressions are and takes pride in creating a seamless, welcoming environment while balancing multiple responsibilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Greet and assist visitors, clients, and executive guests</li><li>Manage high-volume incoming calls with professionalism and accuracy</li><li>Coordinate conference room scheduling and meeting logistics</li><li>Maintain front office organization and presentation</li><li>Handle sensitive correspondence and confidential materials</li><li>Assist with administrative tasks and executive support as needed</li><li>Coordinate vendor visits and office services</li></ul>
<p>This is not a traditional receptionist role. Our client, a respected professional services firm in Encinitas, is seeking a <strong>Front Desk Coordinator</strong> who understands that the front desk is the heartbeat of the organization. This role requires polish, confidence, and the ability to manage competing priorities while remaining calm, welcoming, and highly organized. You will be the first point of contact for executives, clients, vendors, and guests, and your presence will set the tone for the entire office experience. The ideal candidate is proactive, detail-oriented, and enjoys operating in a professional environment where discretion, responsiveness, and anticipation of needs are essential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary front-facing representative for the office</li><li>Greet clients, executives, and visitors with professionalism and warmth</li><li>Manage a high volume of incoming calls, emails, and inquiries</li><li>Coordinate conference rooms, meetings, and executive visit logistics</li><li>Maintain front office presentation, supply inventory, and vendor coordination</li><li>Assist with scheduling, travel coordination, and internal communications</li><li>Handle sensitive correspondence and confidential materials with discretion</li><li>Support administrative and leadership teams as needed</li></ul>
<p>Are you personable, organized, and eager to support a professional accounting environment during its busiest time of year? Our CPA firm is seeking a temporary Receptionist to be the welcoming face of our office for the upcoming tax season.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet clients and visitors warmly upon arrival and assist with check-in procedures.</li><li>Answer and route a high volume of incoming calls with professionalism and confidentiality.</li><li>Schedule and confirm appointments for accountants and tax staff.</li><li>Receive, sort, and distribute mail, packages, and important tax-related documents.</li><li>Maintain the reception area, ensuring it is tidy and presentable at all times.</li><li>Assist with scanning, copying, and light administrative duties as needed.</li><li>Provide general support to colleagues and help ensure smooth daily office operations.</li></ul><p><br></p>
<p><strong>bout the Company</strong></p><p> Our client, a well-established financial services firm, is seeking a professional and detail-oriented Receptionist to serve as the first point of contact for clients, visitors, and internal staff. This role is critical to maintaining a polished front office environment and delivering a high level of client service consistent with a financial services setting.</p><p><strong>Key Responsibilities</strong></p><ul><li>Greet clients, visitors, and vendors in a courteous and professional manner</li><li>Manage a high-volume, multi-line phone system, including screening and directing incoming calls</li><li>Schedule and coordinate meetings, conference rooms, and appointments</li><li>Maintain a clean, organized, and professional reception and lobby area</li><li>Handle incoming and outgoing mail, deliveries, and courier services</li><li>Provide administrative support to advisors and office staff, including data entry, document preparation, and filing</li><li>Assist with client onboarding materials and general correspondence as needed</li><li>Maintain confidentiality of sensitive client and financial information at all times</li></ul><p><br></p>
<p><strong>About the Company</strong></p><p> Our client, a reputable financial services firm, is seeking a Front Desk Coordinator to manage front office operations and ensure a seamless experience for clients, visitors, and internal teams. This role combines high-touch client service with administrative coordination and office support in a professional, fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients, visitors, and vendors, delivering a professional and welcoming front desk experience</li><li>Manage a multi-line phone system, including screening, routing, and responding to inquiries</li><li>Coordinate conference rooms, client meetings, and advisor schedules as needed</li><li>Oversee front desk operations, ensuring the reception area and shared spaces remain organized and presentable</li><li>Handle incoming and outgoing mail, packages, and courier services</li><li>Support office operations by ordering supplies and coordinating with building management and service vendors</li><li>Provide administrative support to advisors and support staff, including data entry, document preparation, scanning, and filing</li><li>Assist with client onboarding paperwork and general correspondence</li><li>Maintain discretion and confidentiality when handling sensitive client and financial information</li></ul><p><br></p>
<p>A busy healthcare-adjacent office in Oceanside is seeking a personable and organized <strong>Receptionist / Front Office Coordinator</strong> to serve as the first point of contact for patients and visitors. This role is ideal for someone who enjoys customer interaction, thrives in a structured environment, and can manage multiple priorities while maintaining a welcoming demeanor.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Greet patients and visitors in a friendly, professional manner</li><li>Manage a high-volume phone system and direct calls appropriately</li><li>Schedule appointments and coordinate calendars</li><li>Verify basic patient or client information and documentation</li><li>Maintain a clean, organized, and welcoming front office area</li><li>Assist with incoming/outgoing mail and office correspondence</li><li>Support administrative staff with clerical tasks as needed</li></ul>
<p>A growing specialty healthcare practice in Vista is seeking a <strong>Front Desk Coordinator</strong> who can balance patient care, administrative excellence, and operational flow. This role is ideal for someone who enjoys being the central hub of communication and understands how vital organization and empathy are in a patient-facing environment. You will be responsible for creating a smooth, welcoming experience for patients while keeping daily operations running efficiently.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Check patients in and out while maintaining accuracy and professionalism</li><li>Manage appointment scheduling and provider calendars</li><li>Handle high-volume inbound calls and patient inquiries</li><li>Verify patient information and maintain accurate records</li><li>Coordinate with clinical staff to ensure smooth patient flow</li><li>Collect payments and explain billing processes when needed</li><li>Maintain front office organization and compliance standards</li></ul>
<p>Robert Half is partnering with a well-established tax firm to identify a friendly, professional, and detail-oriented Tax Receptionist to support their front office during the busy tax season. This role is ideal for someone who enjoys customer interaction, thrives in a fast-paced environment, and understands the importance of confidentiality.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Greet clients in person and by phone in a courteous and professional manner</li><li>Check clients in for appointments and notify tax preparers of arrivals</li><li>Answer and route incoming calls; respond to general inquiries</li><li>Collect, log, and distribute client tax documents securely</li><li>Schedule appointments and manage front desk calendars</li><li>Maintain a clean and organized reception area</li><li>Support administrative staff with clerical tasks as needed</li></ul><p><br></p>
<p>Our client, a respected firm in San Diego, CA, is seeking a personable and organized Receptionist to join their team. This position plays a crucial role in delivering exceptional first impressions and supporting daily office operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet clients, visitors, and staff professionally and courteously</li><li>Answer and direct incoming phone calls</li><li>Manage appointment scheduling and calendars</li><li>Handle mail, deliveries, and document filing</li><li>Support administrative functions and assist with special projects</li><li>Maintain a neat and welcoming reception area</li><li>Uphold confidentiality and privacy standards</li></ul><p><br></p>
<p>We are looking for an experienced and personable Receptionist to join our team in San Diego, California. This is a long-term contract position in the investment management industry, offering an opportunity to excel in a dynamic and fast-paced environment. The ideal candidate will have strong customer service skills, a detail-oriented demeanor, and the ability to handle a high volume of calls with efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming calls, averaging 100 daily, and ensure prompt and courteous responses to inquiries.</p><p>• Welcome visitors and clients with a detail-oriented approach, creating a positive and friendly first impression.</p><p>• Handle administrative tasks, including scheduling, data entry, and correspondence, to support the office's daily operations.</p><p>• Collaborate with colleagues to maintain a seamless workflow and ensure customer satisfaction.</p><p>• Assist with training and onboarding processes for new team members as needed.</p><p>• Maintain an organized and tidy reception area, ensuring it reflects the company's high standards.</p><p>• Address client concerns and resolve issues efficiently to uphold excellent customer service.</p><p>• Communicate effectively with team members and supervisors to ensure smooth operations.</p><p>• Provide support during busy periods or special projects as required.</p>
