Client Services Coordinator

Overview

We are seeking a motivated Client Services Coordinator to join our team in San Diego, California. This contract-to-permanent role offers the opportunity to support a fast-paced insurance operation while ensuring a smooth and efficient application process for agents and partners. The ideal candidate is customer-focused, highly organized, and comfortable managing multiple priorities.

Responsibilities

• Verify that all required information and documentation is complete prior to submitting new insurance applications
• Coordinate follow-ups with agents, carriers, and third-party vendors to obtain outstanding requirements
• Process and manage insurance cases within Salesforce, ensuring accurate and timely data entry
• Serve as a primary point of contact for agents by responding to inquiries and resolving application-related issues
• Handle high volumes of inbound and outbound calls with professionalism and attention to detail
• Review submitted applications and proactively follow up to ensure cases progress efficiently
• Collaborate with team members to support shared goals and assist with daily operational needs

Qualifications

• At least 1 year of experience in customer service or a related administrative role
• Proven ability to manage inbound and outbound calls while delivering excellent customer support
• Strong data entry skills with a high level of accuracy and attention to detail
• Effective written communication skills, including professional email correspondence
• Experience with order entry, case processing, or similar workflows
• Familiarity with Salesforce or comparable CRM systems preferred
• Strong organizational skills with the ability to manage office and administrative tasks efficiently

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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