Insurance Account Specialist

ReSource Pro; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking an Insurance Account Specialist to enhance customer service and build client relationships. This entry-level role involves responding to inquiries, processing insurance tasks, and collaborating with teams to ensure client satisfaction. With a focus on growth and development, the company offers competitive compensation and generous benefits, including healthcare from day one. Join a dynamic team where your contributions will make a significant impact in the insurance sector.

Benefits

Generous PTO plan with paid holidays

100% paid Employee Healthcare from Day 1

401k with employer match

Opportunity to work for a growing organization

Qualifications

• 2-3 years insurance experience in personal lines, commercial lines, or employee benefits.
• Ability to study and pass the Property and Casualty License exam within 30 days.

Responsibilities

• Respond to customer inquiries and complete routine insurance tasks.
• Build relationships with clients to support retention and revenue growth.

Skills

Strong written and verbal communication skills

Technological proficiency

Attention to detail

Education

Bachelor's Degree in Business, Risk Management, Insurance

Tools

Microsoft Office (Word and Excel)

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 exam within 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 (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 from 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 and part of a total compensation package including bonuses and benefits. The typical hourly salary range for most locations is $18.29-$30.87. Actual salary depends on experience, location, and other factors.

Your Interview Process

To be considered, submit your application. Qualified candidates will be contacted for interviews via Zoom.

The Standard Interview Steps:

• Behavioral interview with Talent Acquisition
• Online talent assessment
• Hiring Manager interview

Additional steps may be added as needed. Not all candidates will complete every step.

About ReSource Pro

ReSource Pro specializes in the insurance industry, providing strategic operations, business process management, and technology solutions. With over 10,000 employees globally, it serves more than 1,800 clients and has a +96% client retention rate. Recognized in Inc. 5000 multiple times, it is a leading organization committed to growth and innovation.

Equal Employment Opportunity Policy

ReSource Pro is an equal opportunity employer, prohibiting discrimination and harassment of any kind based on protected characteristics.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Other

Industries

• Insurance