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Account Manager

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Francisco

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for an experienced Account Manager to join our team on a contract basis in San Francisco, California. In this role, you will be responsible for delivering exceptional post-sale customer service and ensuring client satisfaction across various inquiries and processes. This position requires a strong understanding of commercial insurance, excellent communication skills, and the ability to work efficiently in a fast-paced environment.

Job Responsibility:

  • Respond to customer inquiries regarding certificates of insurance, policy changes, billing concerns, renewal timelines, and claims with accuracy and attention to detail
  • Manage customer issues from start to finish, including follow-ups with carriers and ensuring resolutions are communicated effectively
  • Demonstrate a comprehensive understanding of insurance policies, coverage options, and carrier procedures to confidently address customer questions
  • Document and tag interactions systematically to improve the functionality of AI tools used in operations
  • Identify recurring challenges, edge cases, and inefficiencies, and collaborate with internal teams to address these issues
  • Build trust and loyalty with customers by providing consistent, thorough, and helpful service
  • Coordinate with sales, customer experience teams, and other stakeholders to streamline support workflows
  • Utilize multiple systems simultaneously to provide timely and accurate responses during customer interactions
  • Monitor and report connectivity or system-related issues to ensure smooth operations
  • Support the improvement of processes by providing feedback to Product and Engineering teams

Requirements:

  • Previous experience in customer service, insurance operations, or a similar support role
  • Strong ability to explain complex insurance concepts in a clear and engaging manner
  • Proficiency in handling multiple systems and tools while maintaining attention to detail
  • Excellent communication skills, including clear and precise email and phone correspondence
  • Ability to multitask effectively, including speaking, typing, and navigating systems during calls
  • Familiarity with AI tools and a willingness to adapt to emerging technologies
  • Detail-oriented with a focus on delivering accurate and high-quality service
  • Interest in advancing to leadership roles or deeper insurance-focused positions as the company grows
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 20, 2026

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