Insurance Account Specialist
About The Position
Are you looking to take your career as an insurance professional to the next level? Do you value exceptional customer service, and do you have a track record of delivering it? Come Join ReSource Pro! Your Role... ReSource Pro is seeking an Insurance Account Specialist to process elementary insurance tasks and be responsible for meeting quality, quantity, and time deadlines. This position will be responsible for operating within the clients' systems and following established guidelines and procedures. This position will follow ReSource Pro's Information Security policies/guidelines. We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. In this role, you will... Respond to customer inquiries via phone/email and complete routine insurance tasks in the Agency Management System; Handle questions and concerns from customers professionally, politely, and efficiently; Escalate communications to the appropriate resource when needed Support Sr. Specialists and Account Managers by proactively processing service-related issues; Collaborate with offshore Service Delivery Teams on client work and provide feedback to offshore teams Independently operate client systems and process routine (endorsements, certificates of insurance, application follow-ups, quoting) insurance tasks; Document work in client/company database Build relationships with the clients and insureds to support client retention and revenue growth; Consult with client team members on work and requests from insureds Look for opportunities to improve processes; Provide suggestions to the OPEX team and SDU Leadership; Help maintain procedures, service level goals and guidelines Follow established procedures to meet quality SLAs while maintaining security policies/standards Train new Account Specialists on basic tasks and procedures; Provide direction/instruction as needed to new hires; Check and audit work of new hires Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals
Requirements
- Bachelor's Degree in Business, Risk Management, Insurance, or equivalent
- Living in Pacific Time Zone to accommodate client needs
- Property and Casualty License highly preferred. Or ability to study and successfully pass the Property and Casualty licensing exam for your state in the first 30 days of employment is required
- 2-3 years insurance experience (personal lines, commercial lines, life & health, employee benefits, etc.)
- Strong written and verbal communication skills
- Fluent in Microsoft Office products (Word and Excel)
- Process-focus and strong attention-to-detail
- Technological proficiency - ability to learn, utilize, and navigate a variety of client and internal systems
Responsibilities
- Respond to customer inquiries via phone/email and complete routine insurance tasks in the Agency Management System
- Handle questions and concerns from customers professionally, politely, and efficiently
- Escalate communications to the appropriate resource when needed Support Sr. Specialists and Account Managers by proactively processing service-related issues
- Collaborate with offshore Service Delivery Teams on client work and provide feedback to offshore teams
- Independently operate client systems and process routine (endorsements, certificates of insurance, application follow-ups, quoting) insurance tasks
- Document work in client/company database Build relationships with the clients and insureds to support client retention and revenue growth
- Consult with client team members on work and requests from insureds
- Look for opportunities to improve processes
- Provide suggestions to the OPEX team and SDU Leadership
- Help maintain procedures, service level goals and guidelines Follow established procedures to meet quality SLAs while maintaining security policies/standards
- Train new Account Specialists on basic tasks and procedures
- Provide direction/instruction as needed to new hires
- Check and audit work of new hires Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals
Benefits
- Generous PTO plan with paid holidays + floating holidays
- 100% paid Employee Healthcare on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- 401k with employer match, vested on Day 1
- Opportunity to work for a growing, global organization
- Ability to engage with clients and internal partners to make an impact
- Organization-wide focus on growth and development
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
