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Insurance Case Administrator

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Robert Half

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Location:
United States , San Diego

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Category:
Insurance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

We are looking for a Case Administrator to join a financial services organization based in San Diego, CA. This role is responsible for helping ensure a smooth and efficient application process from submission through completion between insurance agents and carriers. The Case Administrator will provide high-level customer service, maintain professionalism in all interactions, and support the processing and follow-up of new business cases. This is an excellent opportunity to join a growing team in a critical support function.

Job Responsibility:

  • Answer a multi-line phone system, greet callers, determine the purpose of the call, and resolve issues professionally or route inquiries appropriately
  • Review new applications to confirm all required information and documentation is complete prior to submission
  • Coordinate with external vendors as needed for follow-up items
  • Monitor outstanding requirements and communicate with relevant parties to obtain needed information
  • Process and update cases within the company’s CRM system (Salesforce)
  • Maintain professional communication via phone and email
  • Work efficiently to meet established service expectations and turnaround times
  • Learn and navigate carrier or partner workflows and related online systems
  • Collaborate closely with team members to support shared goals and provide assistance when needed

Requirements:

  • High school diploma or GED required
  • Strong computer skills, including typing speed of 60+ words per minute
  • Proficiency in Microsoft Office, including Word and Excel
  • Experience with Google Workspace and Salesforce is preferred but not required
  • Prior experience in a related administrative, customer service, or case management role is preferred but not required

Nice to have:

  • Experience with Google Workspace and Salesforce
  • Prior experience in a related administrative, customer service, or case management role
What we offer:
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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