Account Manager
Robert Half Office Team
Description We are seeking an Account Manager II to join our team in San Diego, California. This role primarily involves managing third-party group benefits in the insurance industry. As an Account Manager II, you will be responsible for processing eligibility, overseeing group enrollments, and maintaining communication with brokers and HR contacts. This position offers a contract to permanent employment opportunity.
Responsibilities:
• Efficiently process eligibility for various group sizes, from small to large groups, as directed by brokers.
• Oversee and manage the enrollment of members into insurance plans.
• Maintain and nurture relationships with multiple vendors.
• Handle a portfolio of business, ensuring all client needs are met and relationships are maintained.
• Use CRM software to keep track of customer interactions and inquiries.
• Utilize Microsoft Excel to manage spreadsheets, sort data, and perform manipulations (excluding formula usage).
• Act as a point of contact for both brokers and HR representatives, primarily through email and occasionally over the phone.
• Leverage your knowledge of both Health Insurance and Commercial Insurance to provide accurate and helpful service.
• Monitor customer accounts and take appropriate action as needed. Requirements • Must possess proficiency in CRM software for efficient customer relationship management
• Should have extensive knowledge of Health Insurance policies and procedures
• Required to have a thorough understanding of Commercial Insurance
• Proficiency in Microsoft Excel is essential for data management and analysis
• Ability to manage Multiple Vendors effectively and efficiently
• Experience in handling and managing Vendor Relationships is a must 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 “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
Confirm your E-mail: Send Email
All Jobs from Robert Half Office Team