Insurance Account Specialist

Overview

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 operate within the clients' systems and follow established guidelines and procedures. This position will follow ReSource Pro's Information Security policies and guidelines.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

• 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 Senior 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 the work of new hires
• Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals

• 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-focused and strong attention-to-detail
• Technological proficiency - ability to learn, utilize, and navigate a variety of client and internal systems

• 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

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees.

This is a remote position, and the salary range for most locations for this role is $18.91-$31.92 per hour
. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.

To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom.

• Behavioral interview with Talent Acquisition
• Online talent…