Insurance Case Administrator

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.

Primary Responsibilities:

+ 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 Qualifications /

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 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. 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 "," 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) .