Account Specialist

Repwest Insurance Company • Phoenix, AZ

49d

About The Position

Since 1973, Safestor Tenant Insurance, a product of Repwest Insurance, has provided outstanding coverage to tenants across the self-storage industry. Established by experts from both the self-storage and commercial insurance industries, we understand what it takes to protect both your self-storage facility and tenants. We are seeking a highly organized and proactive Account Specialist to oversee daily operations, support clients, and lead a team, the account specialist team. This role is ideal for someone who thrives in a fast-paced environment, loves solving problems, and enjoys working directly with clients to deliver exceptional service.

Requirements

• Minimum 1 year in a leadership or team lead role
• Advanced knowledge of Microsoft Suite and Excel
• Self-motivated and self-disciplined while providing prompt follow-up to all customer inquiries
• Achieve assigned goals and balance priorities
• Excellent organizational and time management skills
• Willingness to learn and take on new responsibilities
• Excellent communication and interpersonal skills
• Negotiation skills
• Works well in a team environment
• Comfortable working in a feedback culture

Responsibilities

• Lead and support a team of Account Specialists, ensuring performance goals are met
• Assist clients with monthly reporting, invoicing, and collections within Salesforce CRM
• Provide guidance to customers on limited self-storage licenses and ensure compliance
• Prepares work to be processed by gathering, sorting, organizing, and recording data, information, and documents
• Manage inbound and outbound calls, ensuring professional and efficient communication
• Collaborate cross-functionally with other departments as needed
• Secure customer rapport through genuine and exceptionally responsive interactions
• Ensure adherence to legal timelines and compliance requirements per State Departments of Insurance
• Other duties as assigned

Benefits

• Full Medical Coverage
• Prescription Plans
• Dental& Vision Plans
• New indoor fitness gym
• Gym Reimbursement program
• Registered Dietitian Program
• Weight Watchers
• Onsite Medical clinic for you and your family
• Career Stability
• Opportunities for advancement
• Valuable on-the-job training
• Tuition Reimbursement program
• Free online courses for personal and professional development at U-Haul University
• Business and travel insurance
• You Matter Employee Assistance Program
• Paid holidays, vacation and sick days
• Employee Stock Ownership Plan (ESOP)
• 401 (k) Savings Plan
• Life Insurance
• Critical Illness/Group Accident
• 24-hour physician available for kids
• Subsidized gym/membership
• Metlaw Legal Program
• Metlife auto and home insurance
• Mindset App Program
• Discounts on Cell Phone plans, hotels and more
• Lifelock Identity Theft
• Savvy consumer wellness programs-from health care tips to financial wellness
• Dave Ramsey's SmartDollar Program
• U-Haul Federal Credit Union
• Wellness Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees