We are looking for a client-focused Account Manager to support commercial insurance accounts in Stockton, California. This permanent opportunity is a Contract position with potential for permanent placement and is ideal for someone who brings insurance knowledge, strong relationship-building skills, and a proactive approach to service. The person in this role will work closely with clients, carrier partners, and internal colleagues to keep accounts organized, responsive, and moving forward efficiently.<br><br>Responsibilities:<br>• Oversee a book of commercial insurance business and serve as a primary point of contact for client account needs.<br>• Guide clients through renewals, coverage updates, endorsements, and certificate requests with accuracy and urgency.<br>• Address incoming questions promptly, provide clear follow-up, and deliver dependable day-to-day account support.<br>• Partner with insurance carriers and internal team members to resolve service issues and support policy-related activity.<br>• Keep client files and policy documentation current, complete, and well organized within internal systems.<br>• Track policy timelines and upcoming expiration dates to help ensure a smooth and timely renewal cycle.<br>• Build lasting client relationships by delivering attentive service and understanding each client’s business needs.<br>• Contribute to administrative and account coordination tasks as needed to support overall team operations.
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p><br></p><p>Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an <strong>Operations Manager</strong> to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment.</p><p><br></p><p><strong>This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.</p><p>• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.</p><p>• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.</p><p>• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.</p><p>• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.</p><p>• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.</p><p>• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.</p><p>• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.</p><p>• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.</p>
We are looking for an experienced Trust Accountant to join a legal organization in Walnut Creek, California in a contract capacity with the potential to become permanent. This position supports the firm’s finance operations by managing trust accounting activities, maintaining compliance with state-specific requirements, and partnering with attorneys and internal accounting teams across a high-volume environment. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to handle detailed financial transactions with accuracy and professionalism.<br><br>Responsibilities:<br>• Monitor trust account activity to ensure handling practices align with applicable state rules and internal financial standards.<br>• Apply incoming funds to the appropriate trust accounts, and carry out settlements and refunds based on attorney direction.<br>• Move approved balances to operating accounts to cover receivables, vendor obligations, and related payments.<br>• Prepare and post matter-level journal entries in the accounting system to maintain complete and accurate transaction records.<br>• Review aged and outstanding checks, investigate discrepancies, and support timely resolution of unreconciled items.<br>• Produce trust balance reports, financial summaries, and ad hoc analyses requested by attorneys or leadership.<br>• Perform bank reconciliations, clear open items, and maintain accurate trust account balances.<br>• Partner with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to support coordinated financial processing.<br>• Contribute to trust accounting initiatives, including control improvements, procedure enhancements, 1099 preparation, and other assigned projects.