<p><strong>Operations Administrator</strong></p><p>Robert Half’s client, a financial services organization, is seeking an <strong>Operations Administrator</strong> to support agent onboarding, licensing, and contracting processes in San Diego, California. This opportunity is ideal for a detail-oriented professional who enjoys managing documentation, coordinating timelines, and ensuring a seamless experience within a regulated, service-driven environment. The successful candidate will demonstrate strong administrative judgment, clear communication, and the ability to manage multiple cases accurately and efficiently from intake through completion.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Review licensing, onboarding, and contracting submissions for completeness and accuracy before submitting materials to external partners and carriers.</li><li>Maintain accurate agent and case records by updating Salesforce and other internal systems with timely, precise information.</li><li>Proactively follow up on missing documentation, credentials, forms, and appointment details to minimize processing delays.</li><li>Manage cases from initial intake through completion, ensuring all required steps and documentation are thoroughly tracked.</li><li>Navigate external portals and follow varying submission requirements and procedures to ensure accurate and compliant processing.</li><li>Monitor deadlines, turnaround times, and service-level expectations to keep cases progressing efficiently.</li><li>Collaborate with internal teams and cross-functional partners to improve workflows and enhance the onboarding and contracting process.</li><li>Provide responsive, high-quality internal and external support while managing a high volume of administrative requests and case activity.</li></ul><p><br></p>
We are looking for an Operations Administrator to support agent onboarding, licensing, and carrier contracting activities in San Diego, California. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys administrative work that requires close attention to detail, can manage competing priorities, and delivers a high level of service in a fast-paced environment. In this role, you will help keep licensing and contracting files accurate, complete, and moving forward on schedule while working across internal systems and insurance carrier platforms.<br><br>Responsibilities:<br>• Examine agent licensing and contracting submissions for completeness and accuracy before forwarding materials to insurance carriers.<br>• Maintain current and organized records by updating agent profiles, case details, and activity notes in Salesforce and related internal tools.<br>• Track outstanding items and proactively communicate with agents or internal partners to obtain missing documents and resolve pending requirements.<br>• Oversee contracting cases from intake through completion, ensuring each file progresses according to established timelines and quality standards.<br>• Use multiple carrier portals to submit information, monitor status updates, and follow carrier-specific procedures accurately.<br>• Manage daily workflow priorities to meet service expectations and prevent delays in appointments, licensing, and contracting activities.<br>• Partner with cross-functional teams to streamline administrative processes and improve the overall onboarding experience for agents.<br>• Deliver responsive, thorough support while handling a high volume of operational tasks and case-related inquiries.
<p>We're working with an established technology/product company seeking a Salesforce Administrator to support and enhance their Salesforce environment.</p><p>This person will serve as the primary point of contact for day-to-day Salesforce administration while assisting with system optimization, data quality initiatives, and upcoming platform enhancements.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage daily Salesforce support requests and user issues</li><li>Handle user access, permissions, and security updates</li><li>Create and maintain reports and dashboards</li><li>Perform data cleanup, data quality, and system health initiatives</li><li>Troubleshoot Salesforce platform issues and recommend improvements</li><li>Support ongoing Salesforce enhancements and backend administrative tasks</li><li>Assist with Experience Cloud site administration and partner-facing initiatives</li><li>Partner with internal teams on Revenue Cloud transition efforts</li></ul>