About the Account Manager Role at Robert Half

Robert Half is proud to partner with a premier client seeking a dedicated Account Manager to provide exceptional administrative support in the personal insurance sector. Based in San Ramon, California, United States, this fully remote position offers the perfect blend of flexibility and structure, requiring 37.5 hours per week during PST hours. Ideal for professionals passionate about operational excellence, this long-term contract role focuses on supporting Account Executives who serve high-net-worth clients with personalized insurance solutions. If you're organized, detail-oriented, and thrive in a fast-paced environment, this Account Manager job in San Ramon, CA is your opportunity to make a real impact.

In this role, you'll be the backbone of seamless account management, handling everything from policy documentation to deadline tracking. Robert Half careers like this one emphasize precision and efficiency, ensuring high-net-worth clients receive top-tier service. With a competitive salary context of $25.65 per hour (equating to approximately $53,325 annually based on 37.5 hours/week), this position stands out in the competitive San Ramon job market for remote insurance administrative roles.

Key Responsibilities

As an Account Manager, your day-to-day will involve critical tasks that keep operations running smoothly:

• Prepare and organize policy documents, renewal summaries, and correspondence to empower Account Executives.
• Compile and analyze detailed insurance reports for account reviews and regulatory compliance.
• Maintain accurate client records in agency management systems, prioritizing data integrity.
• Coordinate effortlessly with insurance carriers and internal teams for quotes, endorsements, and documents.
• Proactively monitor deadlines for renewals, claims, and milestones to prevent any disruptions.
• Handle multiple high-priority requests under tight deadlines with poise and efficiency.
• Uphold strict confidentiality and compliance with all regulatory standards in every workflow.
• Support client meetings by creating professional presentation materials and reports.

These responsibilities highlight the dynamic nature of Robert Half Account Manager positions, where multitasking and precision are paramount.

Required Qualifications and Skills

To excel in this Account Manager role, candidates should bring a mix of experience and soft skills tailored to insurance administration:

• Proven administrative support experience, ideally in insurance or high-net-worth client services.
• Familiarity with agency management systems (e.g., Applied Epic, Sagitta) and tools like Microsoft Office.
• Exceptional organizational abilities to juggle priorities in a fast-paced remote setting.
• Sharp attention to detail for error-free documentation and reporting.
• Understanding of personal insurance lines, including policies, renewals, endorsements, and claims.
• Strong communication for carrier and team coordination.
• Flexibility for PST hours and commitment to 37.5 weekly hours.
• Impeccable record of confidentiality and regulatory compliance.

Robert Half seeks candidates who embody these Account Manager qualifications in San Ramon, CA, ensuring our clients receive unparalleled support. A bachelor's degree in business, finance, or a related field is a plus.

Why Join Us? Benefits and Opportunities

Joining this Robert Half opportunity means embracing a rewarding path in insurance administration. Enjoy fully remote work with a stable 37.5-hour schedule, competitive pay at $25.65/hour, and long-term contract stability. Gain exposure to high-net-worth client portfolios, honing skills in a prestigious environment. Robert Half provides access to top-tier clients, professional growth resources, and a collaborative culture that values excellence.

This role isn't just a job—it's a career booster for SEO-optimized job seekers targeting remote Account Manager positions in California. With San Ramon's thriving business scene, you'll contribute to elite personal insurance operations while enjoying work-life balance. Submit your resume today to step into this exciting Robert Half career in San Ramon, CA!

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