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Account Manager

United States, San Ramon · Job Posted February 07, 2026
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Job Description

Robert Half client is looking for a dedicated Account Manager to join their team. This position is fully remote but must be flexible to work PST hours for a total of 37.5 hours per week. This position focuses on providing exceptional administrative support to Account Executives who manage personal insurance lines for high-net-worth clients. As a vital part of operations, you will ensure seamless coordination, accurate documentation, and efficient service delivery. This is a long-term contract opportunity ideal for candidates passionate about operational excellence in a fast-paced environment.

Job Responsibility

  • Prepare and organize policy documents, renewal summaries, and related correspondence to support Account Executives
  • Compile and analyze insurance reports to assist with account reviews and compliance requirements
  • Maintain and update client records in the agency management system, ensuring accuracy and attention to detail
  • Coordinate with insurance carriers and internal teams to secure quotes, endorsements, and necessary documents
  • Monitor and manage deadlines for renewals, endorsements, claims, and other critical account milestones
  • Prioritize and efficiently process multiple requests while adhering to strict deadlines
  • Ensure all workflows and documentation comply with confidentiality and regulatory standards
  • Assist Account Executives in preparing presentation materials and reports for client meetings

Requirements

  • At least 2-3 years of experience in administrative or account management roles, preferably in personal insurance or financial services
  • Strong organizational skills and the ability to manage competing priorities independently
  • Proficiency in generating and analyzing reports from agency management systems or carrier platforms
  • Exceptional attention to detail and advanced data management capabilities
  • Excellent communication and interpersonal skills for effective collaboration within teams
  • Ability to thrive in a high-volume, fast-paced work environment

Nice to have

  • Familiarity with systems such as AMS360 or similar is preferred
  • An appropriate state insurance license is a plus, with willingness to obtain if required

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

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