P&C Insurance Account Specialist

ReSource Pro Growth Solutions; Tacoma (WA); Remote; USD 54,235,000 - 91,547,000; Full time

Benefits offered by this job

Generous PTO with holidays

100% paid Employee Healthcare on Day 1

Medical, dental & vision on Day 1

401k with employer match on Day 1

Global growth opportunities

Client & partner engagement impact

Growth & development focus

Remote US-based

Job summary

ReSource Pro is seeking an Insurance Account Specialist to handle routine insurance tasks within client systems, meeting quality, quantity, and time deadlines, while adhering to security policies. The role supports Senior Specialists and Account Managers, collaborates with offshore teams, and offers remote work with United States residency requirements.

Applicants should have a HS diploma, Property and Casualty license, 2+ years insurance experience, and proficiency in Microsoft Office;

Qualifications

• High School Diploma or equivalent.
• Property and Casualty license is required.
• Professional customer service and/or processing experience.
• 2+ years of insurance experience.
• Fluent with Microsoft Word and Excel.
• Process-focused with strong attention to detail.
• Tech-savvy; able to learn and use client and internal systems.

Responsibilities

• Respond to customer inquiries via phone/email and complete routine insurance tasks in the Agency Management System.
• 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 and carrier systems and process routine insurance tasks; Document work in client/company database.
• Follow established procedures to meet quality SLAs while maintaining security policies/standards.
• Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals.

Skills

Customer service

Processing

Attention to detail

Teamwork

Education

High School Diploma or equivalent

Property and Casualty License

Tools

Microsoft Office

Job description

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 be responsible for operating within the clients' systems and following established guidelines and procedures. This position will follow ReSource Pro's Information Security policies/guidelines.

We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.

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

In this role, you will...

• Respond to customer inquiries via phone/email and complete routine insurance tasks in the Agency Management System
• 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 and carrier systems and process routine insurance tasks; Document work in client/company database
• Follow established procedures to meet quality SLAs while maintaining security policies/standards
• Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals

What You Need to be Successful...

• High School Diploma or equivalent
• Current Property and Casualty License REQUIRED
• Professional customer service and/or processingexperience required
• 2+yearsinsurance experience required (personal lines, commercial lines, life & health, etc.)
• 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

Your Benefits & Perks...

• 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 withemployermatch, vested on Day 1
• Opportunity to work for a growing, global organization
• Ability to engage with clients and internal partners tomake an impact
• Organization-wide focus on growth and development

Your Compensation...

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.

Your Interview Process...

The standard interview process includes:

1. Behavioral interview with Talent Acquisition
2. Online talent assessment
3. Hiring Manager interview

*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.