Insurance Account Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $18 - $31 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

🦅 H1B Visa Sponsor

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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

• Process elementary and routine insurance tasks while meeting quality, quantity, and time deadlines • Respond to customer inquiries via phone and email • Handle customer questions and concerns professionally, politely, and efficiently • Escalate communications to the appropriate resource when needed • Support Senior Specialists and Account Managers by processing service-related issues • Collaborate with offshore Service Delivery Teams and provide feedback • Operate client systems and process endorsements, certificates of insurance, application follow-ups, and quoting tasks • Document work in client and company databases • Build relationships with clients and insureds to support retention and revenue growth • Consult with client team members on insured requests • Identify process improvement opportunities and provide suggestions to OPEX and SDU leadership • Help maintain procedures, service level goals, and guidelines • Follow procedures to meet quality SLAs and maintain security standards • Train new Account Specialists on basic tasks and procedures • Provide direction to new hires and check and audit their work • Collaborate with coworkers and supervisors to meet client needs and internal team goals

🎯 Requirements

• High School Diploma or equivalent • Property and Casualty License highly preferred; ability to study for and successfully pass the state Property and Casualty licensing exam within the first 30 days of employment required • Professional customer service experience required • 2–3 years of insurance experience preferred, including personal lines, commercial lines, life and health, or employee benefits • Strong written and verbal communication skills • Fluency in Microsoft Office products, including Word and Excel • Process-focused with strong attention to detail • Technological proficiency and ability to learn, utilize, and navigate various client and internal systems • Must reside within the United States • Central Time Zone or Mountain Time Zone required to accommodate client needs

🏖️ 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 • Annual bonus eligibility • Remote work