Account Operations Specialist

Zurich Insurance Group • Stevens Point, WI

21h • Hybrid

About The Position

The Account Operations Specialist is part of the Travel Guard team and serves as a connection between Travel Guard, agency partners, and internal teams. The role supports accurate reporting and administration of travel insurance programs, builds relationships with top accounts, helps resolve reporting and payment challenges, and contributes to month-end reconciliation activities. It combines customer interaction, analytical work, and cross-functional collaboration.

The position follows a Monday-Friday schedule, with month-close scheduling and additional hours as needed to maintain service levels. The role uses a hybrid work approach: three days in the office and two days working from home.

Requirements

• High school diploma or equivalent.
• Proficiency in Microsoft Office programs, specifically Word, Excel, and Outlook.
• Ability to effectively multitask and manage multiple tasks daily.
• Exceptional written and verbal communication skills.
• Effective problem-solving, critical-thinking, and decision-making skills.
• Ability to work as a team player with a positive attitude.
• Ability to work a Monday-Friday schedule, with month-close scheduling and extra hours as needed to maintain service levels.

Responsibilities

• Support accounts that sell travel insurance by ensuring accurate premium reporting.
• Communicate by phone and email with accounts about reporting questions and issues.
• Ensure timely payments from accounts and follow up on outstanding payments.
• Participate in month-end account reconciliation.
• Build and maintain relationships with top accounts and Travel Guard’s internal sales team.

Benefits

• Hybrid work arrangement with three days in the office and two days working from home.
• Regular annual and personal leave.
• Volunteer leave.
• Paid parental leave scheme.
• Competitive high-deductible health plan.
• Employee Assistance Program (EAP) programs.
• Access to health and well-being activities.
• 401(k) program with employer matching.
• Comprehensive onboarding, continuous professional development, and a supportive work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED