Walnut Creek, CA, 94597, USA
4 days ago
Project Assistant
Description We are looking for a dedicated Project Assistant to join our team in Walnut Creek, California. This long-term contract position involves supporting policy review and management processes. You will play a critical role in ensuring accuracy, compliance, and efficiency in policy-related tasks while collaborating closely with team members. Responsibilities: • Provide assistance in reviewing and managing company policies to ensure compliance and accuracy. • Execute routine policy transactions, including issuance, endorsements, cancellations, and broker changes, with precision. • Update policy information within the underwriting management system, ensuring adherence to company protocols. • Perform quality assurance checks on provided data to identify and resolve any discrepancies. • Compile data from previous carriers and other sources into standardized internal formats. • Utilize Excel Macros to prepare pricing models based on provided data. • Generate and organize manual forms for mailing by internal teams. • Communicate effectively with underwriters to request missing information and clarify policy details. • Manage and prioritize multiple assignments to meet deadlines in a fast-paced environment. Requirements • High school diploma or equivalent certificate required; an associate degree is preferred. • Minimum of 2 years of relevant experience, including at least 6 months of general experience. • Strong verbal and written communication skills. • Excellent interpersonal and customer service abilities. • Proven organizational skills to handle multiple tasks within strict deadlines. • Basic mathematical skills for data analysis and documentation. • Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook. • Familiarity with Workers Compensation policies and procedures is a plus. 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) .
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