Description Insurance client in Walnut Creek is in need of a sales assistant to cover a maternity leave for 6-7 months. In this position you will assist as a liaison between clients and carriers. Duties include: • Respond to customer inquiries by understanding inquiry; reviewing previous inquiries and responses; gathering and researching information; assembling and forwarding information; verifying customer's understanding of information and answer. • Record customer inquiries by documenting inquiry and response in customers' accounts. • Provide client services including, but not limited to, policy changes, conversions, address changes, loan/withdrawal requests, process premium payments, premium resolution, process mail, etc. • Prepare premium reminders and manage client reminder calendar • Prepare monthly and quarterly client policy cash value and sub account reports • Perform and complete newly issued policy audits • Prepare work to be processed by gathering, sorting, organizing, and recording data, information, and documents. • Maintain quality service by monitoring standards and managing client expectations, advising supervisor of potential problems. • Maintain client service database and electronic folders • Help with client reviews • Account management duties and policy performance reviews and restructure as assigned • Perform other duties as assigned. Requirements • Experience in assisting customers is essential • Proficiency in creating reports is required • Excellent customer service skills and communication skills are mandatory • Must be able to work in a fast-paced environment • Problem-solving and decision-making skills • Must be detail-oriented and organized • Must be able to handle confidential information responsibly • Must be able to handle multiple tasks simultaneously • Flexibility to work in shifts is appreciated. Excellent in MS Office, including MS Excel 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. © 2024 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) .