<p>A growing healthcare organization in Valley Center is hiring an <strong>Accounts Receivable Specialist</strong> to support insurance and patient receivables. This role is ideal for someone who enjoys analytical problem-solving and working within structured billing and reimbursement cycles. You will collaborate closely with billing, coding, and clinical support teams to ensure claims are resolved accurately and payments are received in a timely manner.</p><p><strong>Key Responsibilities</strong></p><ul><li>Post insurance and patient payments, adjustments, and remittances</li><li>Review EOBs and explanation codes for accuracy</li><li>Investigate underpayments, denials, and delayed reimbursements</li><li>Follow up with insurance carriers and payer portals</li><li>Maintain accurate AR aging and escalate unresolved balances</li><li>Communicate with internal teams to resolve coding or billing issues</li><li>Assist with AR reporting, audits, and month-end close</li></ul>
<p><strong>Overview</strong></p><p> We are seeking a knowledgeable and employee-focused <strong>Bilingual Spanish HR Specialist</strong> to support core human resources functions within a construction environment. This role focuses on day-to-day HR operations, employee support, and compliance while partnering closely with field leadership and office teams. The ideal candidate is fluent in Spanish and English and experienced in supporting a diverse, hourly workforce.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary HR resource for employees and supervisors, providing support in both English and Spanish</li><li>Support onboarding and offboarding processes, including new hire documentation, orientations, and I-9/E-Verify compliance</li><li>Assist with employee relations matters, including documentation, coaching, and policy guidance</li><li>Support recruitment activities such as candidate screening, interview coordination, and hiring paperwork</li><li>Maintain accurate HR records, personnel files, and HRIS data</li><li>Assist with benefits administration and respond to employee questions</li><li>Support timekeeping and payroll processes by reviewing data and resolving discrepancies</li><li>Track certifications, licenses, training, and compliance documentation</li><li>Assist with workers’ compensation claims, leave administration, and safety-related reporting</li><li>Ensure compliance with company policies and applicable employment laws</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>We are seeking a <strong>Bilingual HR Assistant</strong> to support daily HR operations for a growing organization with a diverse, bilingual workforce. This position is well-suited for someone early in their HR career who is eager to gain hands-on experience across multiple HR functions. You’ll play a key role in ensuring employees feel supported, informed, and confident in HR processes—while helping the department stay organized and compliant.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with onboarding and new hire paperwork, including I-9 verification</li><li>Maintain employee personnel files and HRIS data accuracy</li><li>Respond to employee questions in both English and Spanish</li><li>Support benefits administration and open enrollment activities</li><li>Assist with interview scheduling and recruitment coordination</li><li>Track training completions, attendance records, and employee acknowledgments</li><li>Support payroll preparation by reviewing timekeeping data</li></ul>
<p>We are seeking a friendly and organized Medical Receptionist to join our healthcare team. In this vital front office role, you will be the first point of contact for patients and visitors, providing outstanding customer service and supporting smooth clinic operations. This is a contract to hire opportunity based in La Jolla, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and check in patients with professionalism and compassion</li><li>Answer and direct all incoming phone calls; manage patient inquiries and appointment scheduling</li><li>Verify patient information and enter data into the electronic medical records system</li><li>Maintain and update patient files and insurance details</li><li>Collect co-pays and process billing as directed</li><li>Assist with general administrative tasks including scanning, faxing, and filing documents</li><li>Ensure the waiting area and reception desk remain tidy and welcoming</li><li>Follow confidentiality protocols and HIPAA guidelines at all times</li></ul><p><br></p>
We are looking for a detail-oriented Staff Accountant to join our team on a contract basis in San Diego, California. This role involves performing essential accounting functions, including reconciliations, journal entries, and financial reporting, while ensuring accuracy and compliance with corporate standards. The ideal candidate will have experience with corporate and sales taxes, general ledger management, and advanced proficiency in accounting software.<br><br>Responsibilities:<br>• Prepare and post recurring journal entries for monthly and quarterly closing processes.<br>• Reconcile general ledger accounts to ensure accuracy and identify discrepancies.<br>• Handle intercompany debit notes and allocate charges across corporate entities.<br>• Assist with fixed asset accounting, including tracking and reporting updates.<br>• Submit financial data using specialized systems and tools, such as Diva and Excel.<br>• Perform daily cash reconciliations to maintain up-to-date financial records.<br>• Support the transition to digital invoicing by managing initial paper-based workflows.<br>• Execute accruals and prepaid transactions during monthly and quarterly close cycles.<br>• Collaborate on tax-related tasks, including corporate and sales tax preparation.<br>• Ensure timely reporting by adhering to closing deadlines and submitting preliminary reports.
<p>Are you someone who thrives in a structured environment where organization, communication, and attention to detail truly matter? Our team is searching for a <strong>highly dependable Administrative Assistant</strong> who enjoys bringing order to busy days and supporting a collaborative office. In this role, you won’t just complete tasks—you’ll help shape the workflow for multiple departments and serve as a supportive backbone to the organization. We’re looking for someone who takes pride in staying ahead of deadlines, anticipating needs before they arise, and ensuring that every employee, vendor, and client receives exceptional service. This position is perfect for individuals who enjoy variety in their day and want to contribute to a company that values teamwork, professionalism, and steady growth.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage day-to-day administrative operations, including scheduling, document preparation, and internal communication.</li><li>Serve as a first point of contact for staff and visitors, ensuring a professional and welcoming environment.</li><li>Assist with meeting coordination, agenda preparation, and follow-up action items.</li><li>Maintain digital and physical filing systems with a high level of accuracy.</li><li>Support various departments with data entry, project tracking, and report preparation.</li><li>Order office supplies, coordinate maintenance, and assist with vendor communication.</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Ladera Ranch, California. This is a Contract to permanent position, offering an excellent opportunity to grow within a dynamic work environment. If you excel in communication and enjoy assisting customers, this role may be the perfect fit for you.<br><br>Responsibilities:<br>• Handle approximately 10 inbound calls daily to address customer inquiries and provide solutions.<br>• Conduct 30-80 outbound calls per day once fully trained, ensuring consistent follow-up with clients.<br>• Send follow-up links and provide clear next steps to guide customers through processes.<br>• Maintain accurate records of customer interactions and transactions in the Salesforce platform.<br>• Resolve customer issues efficiently while delivering exceptional service.<br>• Collaborate with team members to enhance workflow and customer satisfaction.<br>• Assist in order entry and ensure data accuracy.<br>• Uphold high standards in all communications, both verbal and written.<br>• Stay informed about company procedures and updates to provide accurate information to customers.
<p>We’re representing a fast-growing software and technology company in Encinitas seeking an <strong>innovative and detail-focused Senior Accountant</strong> to join their expanding finance team. This role is perfect for someone who thrives in a modern, tech-forward environment and enjoys working on everything from revenue recognition to system enhancements. If you appreciate a blend of traditional accounting work paired with process automation and analytical reporting, this is an excellent and exciting opportunity.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Maintain accurate general ledger accounts across multiple business entities</li><li>Prepare monthly and quarterly reporting packages with KPIs and explanations</li><li>Oversee revenue recognition, including subscription and SaaS models</li><li>Build and improve automated accounting workflows and reporting templates</li><li>Support annual audit preparation, schedules, and documentation</li><li>Assist with ASC 606, consolidations, and management dashboards</li><li>Partner with FP& A and operations for ad hoc analysis</li></ul>
<p><strong>Overview:</strong></p><p> Robert Half is partnering with a growing insurance firm to identify a highly organized and detail-oriented <strong>Licensing Coordinator</strong>. This role is responsible for supporting agent and agency licensing compliance, ensuring all state and regulatory requirements are met in a timely and accurate manner. The ideal candidate thrives in a deadline-driven environment and has experience working within regulated industries.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate and maintain insurance producer and agency licensing across multiple states</li><li>Track license applications, renewals, appointments, and terminations</li><li>Prepare, submit, and monitor licensing documentation through state insurance departments and the NIPR system</li><li>Maintain accurate licensing records and databases, ensuring compliance with state regulations</li><li>Serve as a point of contact for internal teams, carriers, and regulatory agencies regarding licensing matters</li><li>Monitor regulatory changes and assist with implementing updates to licensing procedures</li><li>Support audits and compliance reviews by providing required licensing documentation</li><li>Assist with process improvements to enhance licensing efficiency and accuracy</li></ul><p><br></p>
<p>Join a dynamic CPA firm for tax season! We are seeking an organized and proactive Administrative Assistant to support our accounting professionals and help ensure a smooth, efficient workflow during one of our busiest times of the year. This is a contract role January-April with potential for long term extension.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet clients and handle inbound calls with professionalism and confidentiality</li><li>Manage scheduling, appointments, and maintain calendars for accountants and managers</li><li>Assist with preparation, assembly, and filing of tax documents</li><li>Maintain both electronic and paper filing systems for sensitive financial records</li><li>Perform data entry, scan and upload documents, and generate correspondence as requested</li><li>Track incoming/outgoing client files and ensure all necessary information is collected and accessible</li><li>Support the team with special projects and assist with general office duties as needed</li></ul><p><br></p>
<p>A growing healthcare organization in Oceanside is seeking a <strong>Human Resources Assistant</strong> to support daily HR operations in a fast-paced, people-focused environment. This role is ideal for someone early in their HR career who enjoys organization, accuracy, and being a go-to support resource for employees and leadership. You will work closely with HR leadership to ensure smooth onboarding, compliance, and employee lifecycle support.</p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with new hire onboarding, orientation, and documentation</li><li>Maintain accurate employee records and HRIS data</li><li>Support benefits administration and enrollment tracking</li><li>Assist with recruitment coordination and interview scheduling</li><li>Prepare HR reports and maintain confidential files</li><li>Respond to employee inquiries regarding policies and procedures</li><li>Support compliance initiatives and audit preparation</li><li>Assist with HR projects and internal communications</li></ul>
<p>Our client in the property management sector is seeking a professional, highly organized Executive Assistant to support their executive leadership team. This is a key administrative role responsible for ensuring smooth daily operations, enhancing executive productivity, and serving as a central point of coordination within the organization</p><p>.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide comprehensive administrative support to senior leadership, including calendar management, travel arrangements, meeting coordination, and correspondence handling.</li><li>Prepare presentations, reports, and property-related documents; assist with lease administration, property listings, and compliance tracking.</li><li>Liaison between executives, property managers, tenants, vendors, and internal teams; ensure efficient flow of information.</li><li>Maintain confidentiality of sensitive information and perform data entry and record-keeping for leases, contracts, and compliance files.</li><li>Assist with workflow automation and process improvement projects—bringing digital fluency and a continuous improvement mindset.</li><li>Support onboarding for new property staff and contribute to cross-functional projects as needed.</li></ul><p><br></p>
We are looking for an experienced Human Resources (HR) Manager to join our team on a contract basis in Carlsbad, California. This role is essential in ensuring smooth HR operations, including employee relations, onboarding, benefits administration, and compliance. The ideal candidate will have a strong background in HR practices and be committed to supporting organizational goals.<br><br>Responsibilities:<br>• Manage employee relations, addressing concerns and ensuring a positive work environment.<br>• Oversee onboarding processes for new hires, ensuring a seamless transition into the organization.<br>• Administer benefits programs, providing guidance and support to employees on available options.<br>• Ensure compliance with legal and organizational HR standards and policies.<br>• Assist with payroll processes to ensure timely and accurate compensation.<br>• Maintain and update HR systems to keep employee records current.<br>• Provide general HR support across various functions as needed.<br>• Collaborate with management to implement HR strategies that align with business objectives.<br>• Facilitate training sessions and workshops to enhance employee development.<br>• Monitor and analyze HR metrics to identify and address trends or areas for improvement.
We are looking for a dynamic Marketing Manager to join our team in La Jolla, California. This Contract to permanent position is ideal for someone who excels at blending strategy with execution, driving impactful campaigns, and delivering measurable results. The selected candidate will play a crucial role in shaping brand presence, enhancing client engagement, and supporting growth initiatives.<br><br>Responsibilities:<br>• Collaborate with the Marketing Director to develop comprehensive marketing plans and prioritize quarterly initiatives.<br>• Lead brainstorming sessions to generate innovative ideas for campaigns, client experiences, events, and brand improvements.<br>• Manage large-scale marketing projects, ensuring alignment with strategic goals and smooth execution from start to finish.<br>• Oversee project budgets, timelines, and deliverables, maintaining accountability across internal teams and external partners.<br>• Build efficient workflows and processes to address operational gaps and support scalability.<br>• Coordinate cross-team communication to ensure seamless collaboration with Advisors, Business Development, Operations, and Leadership.<br>• Develop detailed project plans using tools like Asana or Jira to track dependencies and progress.<br>• Analyze campaign performance, track engagement metrics, and optimize strategies based on data-driven insights.<br>• Enhance brand awareness through targeted digital marketing efforts, including email campaigns, social media, and content creation.<br>• Research market trends and audience behaviors to inform strategic decisions and improve marketing outcomes.
<p>We are seeking an experienced <strong>Executive Assistant</strong> to support senior leaders at a healthcare-focused organization in Vista. This role requires someone who is highly organized, proactive, and comfortable operating in a regulated, fast-paced environment. You will play a vital role in supporting leadership effectiveness while maintaining confidentiality and ensuring operational efficiency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-level administrative support to executive leadership</li><li>Manage calendars, meetings, and complex scheduling needs</li><li>Prepare reports, correspondence, and confidential documents</li><li>Coordinate travel arrangements and expense reporting</li><li>Support compliance-related documentation and reporting</li><li>Assist with strategic initiatives and leadership projects</li><li>Serve as a liaison between leadership and internal departments</li></ul>
<p>We are offering a contract opportunity for an Escrow Administrative Assistant based in San Diego, California. This role involves serving as the conduit between Sales and Escrow, preparing final terms and related documents, ensuring adherence to corporate policies and procedures, and facilitating the prompt closure of escrows. The Escrow Administrative Assistant will be expected to conduct extensive computer work, frequent email, and telephone communication.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure the accurate and comprehensive review of closing files using community checklists.</p><p>• Input and manage escrow data in the company's accounting system.</p><p>• Handle contract cancelations and process them accordingly.</p><p>• Scrutinize and clear any changes in terms and conditions before closure.</p><p>• Prepare builder documents for government loans and maintain their accuracy.</p><p>• Aid in division communications with lenders or title companies.</p><p>• Contribute to the preparation and maintenance of the escrow tracker.</p><p>• Organize and file all paperwork promptly to ensure ease of accessibility to other associates.</p><p>• Resolve all escrow tracking and closing issues between all parties.</p><p>• Attend Escrow Closing meetings with Sales associates, Controller, and various office and field managers.</p><p>• Collaborate effectively with all associates in the escrow department.</p>
<p>We are seeking a <strong>Tax Associate / Tax Accountant</strong> to support corporate and multi-entity tax functions for a growing professional services organization in Solana Beach. This role is ideal for someone who wants to expand beyond seasonal tax preparation and gain exposure to planning, compliance, and tax reporting. You will work closely with senior accountants and external advisors to ensure accurate filings and proactive tax strategies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review corporate, partnership, and multi-state tax returns</li><li>Assist with quarterly and annual tax provisions</li><li>Support tax planning initiatives and compliance efforts</li><li>Research tax regulations and summarize findings for leadership</li><li>Maintain accurate tax schedules and supporting documentation</li><li>Assist with audits, notices, and tax authority correspondence</li><li>Support internal reporting related to tax obligations</li></ul>
<p><strong>Robert Half Technology | Partnering with a Leading Global Manufacturing Brand</strong></p><p>Are you passionate about AI and ready to drive real-world innovation across customer experience, operations, and automation? Robert Half Technology is seeking an <strong>AI Innovation Program Manager</strong> to help a major global brand transform how they work using next-generation AI tools such as ChatGPT, Gemini, and emerging automation platforms.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>AI Strategy & Execution</strong></p><ul><li>Drive AI adoption across the company by identifying high-impact use cases and leading implementation efforts.</li><li>Evaluate emerging AI tools (ChatGPT, Gemini, TenX, etc.) and recommend solutions aligned with operational and customer experience goals.</li><li>Support development of AI-driven customer service chatbots, website automation workflows, and digital customer engagement tools.</li></ul><p><strong>Program & Project Management</strong></p><ul><li>Lead AI projects end-to-end: scoping, planning, vendor coordination, testing, rollout, and optimization.</li><li>Build documentation, roadmaps, and adoption strategies to ensure sustained success.</li><li>Partner closely with the Director of Marketing and Director of AI Projects on customer-facing and operational AI initiatives.</li></ul><p><strong>Operations, Inventory & ERP Innovation</strong></p><ul><li>Collaborate with operations, inventory, and supply chain teams to identify opportunities to leverage AI in forecasting, workflow automation, and ERP improvements.</li><li>Recommend AI solutions that improve inventory accuracy, operational efficiency, and cost savings.</li></ul><p><strong>Cross-Functional Collaboration</strong></p><ul><li>Work with marketing, IT, customer service, and manufacturing leadership to translate business needs into AI-powered solutions.</li><li>Serve as an internal AI advocate, educating teams, sharing best practices, and driving adoption.</li></ul><p> </p><p> </p><p><br></p>
<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 team is seeking a detail-oriented Legal Secretary to support two attorneys. This role is vital in ensuring the efficient operation of our legal office and delivering high-quality assistance for casework and administrative tasks.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support two attorneys by maintaining and submitting timesheets accurately and on time (due every Friday, within 2–3 days).</li><li>Prepare and process a variety of legal documents, including summons, subpoenas, complaints, appeals, motions, and pretrial agreements.</li><li>Handle federal and California state court filings—both manual and electronic.</li><li>Format legal briefs, including creating tables of contents and tables of authorities.</li><li>Draft and file pleadings; draft and serve discovery documents as requested.</li><li>Manage the delivery (mail, fax, courier) of legal correspondence to clients, witnesses, and court officials.</li><li>Answer and place telephone calls; schedule and coordinate appointments.</li><li>Support office administration, including photocopying correspondence, documents, and other printed materials.</li><li>Organize and maintain physical and electronic documents, and case files.</li><li>Assist attorneys in collecting case-related information and performing preliminary research.</li><li>Attend legal meetings, hearings, depositions, or client interviews; take detailed notes.</li><li>Review legal publications and conduct database searches to identify relevant laws and court decisions for pending cases.</li><li>Submit articles, case law, or search results to attorneys for review and possible use.</li><li>Complete forms and applications—such as accident reports, trial and courtroom requests, and client documentation.</li><li>Perform other office or case-related duties as assigned.</li></ul><p><br></p>
<p>Robet Half Legal is partnering with an established boutique firm based in San Diego specializing in probate litigation, estate planning, and elder law. The firm is seeking an experienced Probate Paralegal to support the managing partner on a remote, contract-to-hire basis.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Prepare, file, and manage California Judicial Council forms and related pleadings, including</li></ul><ol><li>Petitions for Probate and related supplements/amendments</li><li>Inventory and Appraisal (DE-160/DE-161) and coordination with the Probate Referee</li><li>Notice to Creditors (DE-157) and claims tracking/resolution</li><li>Notice of Proposed Action (DE-165) and objections calendaring</li><li>Requests for Special Administration, Letters, Bonds; Proofs of Publication/Mailing o Accountings (summaries, schedules, exhibits) and waivers of accounting</li><li>Status reports; reports of sale & petitions to confirm sale (as applicable)</li></ol><ul><li>E-file/physical filing; coordinate service, publication, and courtesy copies per local rules.</li><li>Calendar hearings, track probate notes, and draft supplements to clear notes.</li><li>Liaise with court clerks, probate examiners, Probate Referees, banks, brokers, and title</li><li>Utilize Clio for case management and tracking.</li><li>Serve as a primary client contact to gather intake information, assets/liabilities, account statements, deeds, and beneficiary data.</li><li>Set expectations on timelines and next steps; document all communications in the case file.</li><li>Prepare attorney for hearings/meetings with concise status memos and checklists.</li></ul><p><strong>Details</strong>:</p><ul><li>100% remote</li><li>Full time</li><li>Contract-to-hire, 90-day contract period</li><li>Starts immediately</li></ul><p><br></p>
<p>Our client in the construction sector is seeking a highly organized and proactive Executive Assistant to support senior leadership. The selected candidate will play a critical role in ensuring seamless day-to-day operations, coordinating administrative needs, and improving efficiencies within a fast-paced setting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage heavy executive calendars, coordinate confidential meetings, and oversee travel logistics for multiple projects and job sites.</li><li>Prepare and edit reports, presentations, proposals, and correspondence for clients, subcontractors, and internal teams.</li><li>Screen incoming communications, prioritize tasks, and act as a reliable liaison between construction leadership, staff, and external partners.</li><li>Support the preparation and tracking of contracts, change orders, and compliance documents.</li><li>Assist with project management—helping to schedule inspectors, vendors, and coordinate permitting documentation.</li><li>Organize company events, trainings, safety meetings, and project milestone celebrations.</li><li>Maintain the highest level of confidentiality regarding sensitive business information.</li><li>Contribute to workflow automation and process improvements, leveraging digital tools commonly used in modern construction business operations.</li></ul><p><br></p>
<p>We are looking for an <strong>engaging and highly organized Customer Service Representative</strong> to join a company that places a strong emphasis on client experience, professionalism, and teamwork. This role is perfect for someone who enjoys interacting with people, resolving concerns with patience, and helping clients navigate their questions with confidence. You’ll be working as part of a fast-moving environment where attention to detail and effective communication are key. If you take pride in staying organized, balancing several tasks at once, and maintaining a warm, approachable demeanor, this position offers an excellent opportunity to grow your customer service career in a supportive workplace.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer calls, emails, and messages in a professional and timely manner.</li><li>Document all customer interactions and maintain accurate account information.</li><li>Troubleshoot basic issues and escalate more complex concerns to the appropriate department.</li><li>Provide product/service information and guide customers through processes.</li><li>Follow up on open tickets to ensure resolution and positive customer experience.</li><li>Support internal teams by relaying customer needs and feedback.</li></ul>
<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>
