Insurance Account Specialist

Summary

Join ReSource Pro as an Insurance Account Specialist and contribute to a growing, global organization. This remote role, based in the US (Mountain or Central Time Zone), involves servicing a book of business, responding to customer inquiries, and completing routine insurance tasks within the Agency Management System. You will collaborate with Account Managers and offshore teams, build client relationships, and contribute to client retention and revenue growth. After three months, you will handle more complex tasks, train new hires, and participate in process improvement initiatives. The position requires a Bachelor's degree, 2-3 years of insurance experience, strong communication skills, and proficiency in Microsoft Office products.

Requirements

• Bachelor's Degree in Business, Risk Management, Insurance, or equivalent
• Living in Mountain Time Zone or Central Time Zone
• 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