Operations Administrator

Job Description

Job Description

Operations Administrator

Robert Half’s client, a financial services organization, is seeking an Operations Administrator to support agent onboarding, licensing, and contracting processes in San Diego, California. This opportunity is ideal for a detail-oriented professional who enjoys managing documentation, coordinating timelines, and ensuring a seamless experience within a regulated, service-driven environment. The successful candidate will demonstrate strong administrative judgment, clear communication, and the ability to manage multiple cases accurately and efficiently from intake through completion.

Responsibilities:

• Review licensing, onboarding, and contracting submissions for completeness and accuracy before submitting materials to external partners and carriers.
• Maintain accurate agent and case records by updating Salesforce and other internal systems with timely, precise information.
• Proactively follow up on missing documentation, credentials, forms, and appointment details to minimize processing delays.
• Manage cases from initial intake through completion, ensuring all required steps and documentation are thoroughly tracked.
• Navigate external portals and follow varying submission requirements and procedures to ensure accurate and compliant processing.
• Monitor deadlines, turnaround times, and service-level expectations to keep cases progressing efficiently.
• Collaborate with internal teams and cross-functional partners to improve workflows and enhance the onboarding and contracting process.
• Provide responsive, high-quality internal and external support while managing a high volume of administrative requests and case activity.

Qualifications:

• 2+ years of administrative, operations, client service, or coordination experience, preferably within financial services, insurance, banking, or another regulated industry.
• Strong attention to detail and ability to manage confidential documentation with discretion.
• Excellent organizational and follow-up skills with the ability to prioritize multiple deadlines.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office; experience with Salesforce or similar CRM systems strongly preferred.
• Ability to learn and navigate multiple systems, portals, and processes quickly.
• Comfortable working in a fast-paced, high-volume environment while maintaining accuracy and service quality.