Insurance Account Specialist

🕒 July 14

🇺🇸 United States – Remote

💵 $18 - $31 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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ReSource Pro

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💼 Consulting

📦 Logistics

🏥 Healthcare

Consulting • Logistics • Healthcare

ReSource Pro is a company dedicated to serving the insurance industry by offering a variety of managed services aimed at improving business operations. With over 20 years of experience, ReSource Pro specializes in transforming insurance operations through solutions that include technology optimization, extending teams with skilled staffing, and enhancing processes for improved productivity. The company serves carriers, MGAs and wholesalers, as well as retail agents and brokers, helping them focus on profitability, compliance, and growth. ReSource Pro is recognized as one of the fastest-growing companies, known for its strategic and innovative approach to insurance services.

📋 Description

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

🎯 Requirements

• High School Diploma or equivalent • Property and Casualty License highly preferred (must have ability to study and successfully pass the Property and Casualty licensing exam for your state in the first 30 days of employment is required) • Professional customer service experience required • 2-3 years insurance experience preferred (personal lines, commercial lines, life & health, employee benefits, etc.) • Strong written and verbal communication skills • 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

🏖️ Benefits

• 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