Job Description
Description
We are seeking a dynamic and results-driven Account Manager to join our team in Santa Barbara. The Account Manager will serve as the primary point of contact for clients, building strong and lasting relationships while ensuring a high level of customer satisfaction.
+ Act as the primary liaison between clients and the company, building trust and lasting relationships.
+ Understand and address client needs, providing tailored insurance solutions.
+ Conduct regular check-ins and reviews to maintain client satisfaction and ensure retention.
+ Work closely with internal teams like claims, underwriting, and compliance.
+ Facilitate clear and consistent communication to manage expectations and deliverables.
+ Stay informed on industry trends, regulatory changes, and competitive products.
+ Provide insights on market opportunities and challenges impacting accounts.
Requirements
+ Bachelor's degree in Business Administration, Finance, Insurance, or related field preferred.
+ 3+ years' experience in account management, client services, or sales within the insurance industry.
+ Strong knowledge of insurance products, underwriting processes, and risk management strategies.
+ Exceptional communication, negotiation, and interpersonal skills.
+ Ability to analyze client accounts and identify opportunities for growth and optimization.
+ Proficiency in CRM software and Microsoft Office Suite.
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 ( 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 ( .
Job Tags
Permanent employment, Contract work, Temporary work, Work at office,
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