Insurance Account Specialist

ReSource Pro Growth Solutions; Omaha (NE); Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking an Insurance Account Specialist to enhance client relationships and deliver exceptional service. This role involves managing inquiries, processing insurance tasks, and collaborating with teams to ensure client satisfaction. With a strong focus on growth and development, the company offers generous benefits, including 100% paid healthcare from day one and a competitive salary. If you are passionate about the insurance field and enjoy working in a dynamic environment, this opportunity is perfect for you.

Benefits

Generous PTO plan

100% paid Employee Healthcare

401k with employer match

Opportunity for growth

Paid holidays and floating holidays

Qualifications

• 2-3 years of insurance experience in various lines.
• Ability to study and pass the property and casualty licensing exam.

Responsibilities

• Respond to customer inquiries and complete routine insurance tasks.
• Support Account Managers and offshore teams with service-related issues.

Skills

Customer Service

Communication Skills

Attention to Detail

Technological Proficiency

Education

Bachelor's Degree in Business

Risk Management

Insurance

Tools

Microsoft Office (Word, Excel)

Agency Management System

Job description

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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?

Your role...

As an Insurance Account Specialist for ReSource Pro, you will work closely with Account Managers and offshore SDU teams to service an assigned book of business within a client account. You will respond to inquiries from insureds and complete routine, entry-level service requests within the Agency Management System. This is a customer-facing role that is key to building and maintaining client relationships and providing exceptional customer service.

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

After 3 months 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 insurance tasks (endorsements, certificates of insurance, application follow-ups, quoting); document work in client/company database
• Build relationships with 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; check and audit work of new hires
• Collaborate with coworkers and supervisors to meet client needs and contribute to internal team goals

What you need to be successful...

• 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 pass the property and casualty licensing exam within the first 30 days of employment
• 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 with strong attention to detail
• Technological proficiency - ability to learn, utilize, and navigate various client and internal systems

Your Benefits & Perks...

• Generous PTO plan with paid holidays and 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
• Engage with clients and internal partners to make an impact
• Organization-wide focus on growth and development

Your Compensation...

Our salary ranges are competitive within our industry and size, comprising base pay, annual bonus eligibility, benefits, and other opportunities. The typical hourly range is $18.29-$30.87, varying based on experience, qualifications, and geographic location.

Your Interview Process

To be considered, submit your application. If qualified, our Talent Acquisition team will contact you to schedule a Zoom interview.

The Standard Interview Process Includes

• Behavioral interview with Talent Acquisition
• Online talent assessment
• Hiring Manager interview
• Additional steps as needed

Note: Not all candidates will complete every step.

About ReSource Pro

ReSource Pro specializes in the insurance industry, offering strategic operations support to increase productivity and profitability. With over 10,000 employees globally, we serve more than 1,800 clients across various segments, maintaining a +96% client retention rate for over a decade. Recognized in 2024 by Inc. 5000 as one of the fastest-growing US companies, we focus on people, process, technology, and data to deliver value.

Equal Employment Opportunity Policy

ReSource Pro is committed to equal opportunity employment and prohibits discrimination based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or other legally protected characteristics.