Customer Account Manager

Robert Half • San Francisco, CA • 11h ago

Description

We are looking for a Customer Account Manager to join our team on a contract basis in San Francisco, California. In this role, you will be the primary point of contact for post-sale customer service, handling inquiries and resolving issues efficiently. This position requires a blend of customer support expertise, knowledge of commercial insurance, and the ability to work closely with internal teams and AI systems to deliver exceptional service.

Responsibilities:

Address customer inquiries related to certificates of insurance, policy updates, billing matters, renewals, and claims with accuracy and attention to detail.

Take ownership of issue resolution by following up with carriers, tracking progress, and ensuring customers are informed throughout the process.

Develop a deep understanding of policy @types, coverage basics, and carrier procedures to provide confident and accurate responses.

Document interactions and patterns to enhance AI systems and contribute to smarter product development.

Identify recurring problems and friction points, escalating them to Product and Engineering teams for resolution.

Build customer trust and loyalty by providing fast, thorough, and helpful service in every interaction.

Collaborate daily with Sales, Customer Experience teams, and AI systems to ensure seamless customer support.

Maintain detailed and accurate records of customer interactions and resolutions.

Proactively surface opportunities for improving processes and customer experience.

Requirements - Previous experience in customer service, insurance operations, or related high-volume support roles.

Strong communication skills with the ability to explain complex concepts clearly and professionally.

Proficiency in multitasking, including typing, navigating multiple systems, and engaging with customers simultaneously.

Familiarity with commercial insurance concepts and processes.

Comfort using and learning new technology tools, including AI systems.

Detail-oriented approach with a commitment to accuracy and efficiency.

Problem-solving mindset and ability to take ownership of issues until they are resolved.

Enthusiasm for working in a dynamic and innovative environment focused on industry advancement. TalentMatch®

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 (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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