Account Operations Specialist

Zurich Insurance; Stevens Point (WI); On-site; USD 52,000 - 68,000; Full time

Job summary

Zurich Insurance’s Travel Guard team is seeking an Account Operations Specialist in Stevens Point, WI. You will bridge Travel Guard, our agency partners, and internal teams to ensure accurate premium reporting and smooth month-end processes.

You’ll communicate with accounts, help resolve reporting and payment issues, and support top accounts while collaborating with Travel Guard’s sales team for continued growth.

Qualifications

• High school diploma or equivalent required.
• Proficiency in Word, Excel and Outlook.
• Ability to multi-task daily.
• Strong written and verbal communication skills.
• Problem solving, critical thinking, and decision-making skills.
• Team player with a positive attitude.

Responsibilities

• Support accounts that sell travel insurance by ensuring accurate premium reporting.
• Communicate by phone and email with accounts 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.

Skills

Multitasking

Communication

Team player

Problem solving

Critical thinking

Decision making

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Account Operations Specialist

Where will your career take you next? Let’s find out together.

About Travel Guard

This role is part of our Travel Guard team. Travel Guard is a leading travel insurance brand, serving millions of leisure and business travellers worldwide. Established in 1982 we offer a comprehensive portfolio of travel insurance solutions and global assistance services. Travel Guard operates service centres across Asia, Europe, and the Americas, ensuring 24/7 support to help travellers navigate unexpected circumstances that may disrupt their plans.Travel Guard became part of Zurich Cover-More in December 2024.

What you’ll be doing:

In this role you will serve as a vital connection between Travel Guard, our agency partners, and internal teams, helping ensure the accurate reporting and administration of travel insurance programs. You'll build meaningful relationships with top accounts, help solve reporting and payment challenges, and play a key role in month-end reconciliation activities. This position offers a unique blend of customer interaction, analytical work, and cross-functional collaboration, making it an excellent opportunity for someone who enjoys taking ownership, building partnerships, and making a direct impact on business success.

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

What skills and experience you’ll bring on this journey:

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

Why you’ll love working with us!

We value optimism, caring, togetherness, reliability, results-orientation, and forward-thinking.

We have more than 3000 employees worldwide. We are a global group of digital specialists, actuaries, marketers, doctors, nurses, case managers, claims specialists, finance experts, customer service and corporate services professionals. We share a global purpose to look after travellers, at every step of their journey.

Job flexibility. We understand the importance of making sure that work fits into your life, not the other way around.Our hybrid approach ensures you can maintain work-life balance with the flexibility of 3 days in the office and 2 days working from home.

Career growth. This is an extremely exciting time for us at Zurich Cover-More, as we rapidly expand our business across the globe. We’re committed to helping our people thrive through a comprehensive onboarding experience, continuous professional development, and a supportive work environment that empowers growth at every stage of your career.

Take the time you need, for you and your community. We encourage you to take the time you need when you need it. We offer regular annual and personal leave benefits along with volunteer leave and a comprehensive paid parental leave scheme.

Investing in your health and your future. We offer a competitive high-deductible health plan, EAP programs and access to health and well-being activities along with 401(k) program with employer matching to help you plan for your future.

Diversity and inclusion. We respect who you are and thoroughly embrace diversity. Wherever life has taken you, we welcome you to bring your whole self to work. Just be you – because that’s exactly who we’re looking for.

At Zurich Cover-More, we’re proud to be one of the world’s leading travel insurance and assistance providers. Each year, we protect more than 20 million travellers worldwide, making sure we’re there every step of their journey with proactive care, personalised cover and specialist support. Zurich Cover-More partners with many of the world’s best-known brands – think major airlines, travel giants, top banks, credit card providers, and large retailers – to deliver more care, more cover, for all.

Launched in December 2024, Zurich Cover-More is the global travel brand of Zurich Insurance Group, one of the world’s leading multi-line insurers. Our family of customer-facing brands includes trusted names like Travel Guard, Cover-More Travel Insurance, Travelex Insurance, Universal Assistance, World Travel Protection, Freely, and Blue Insurance. Together, we’re redefining what it means to travel safely and with confidence. Whether it’s a long-awaited holiday, a last-minute business trip, or an unexpected detour, we deliver in the moments that matter.