Insurance Account Specialist

Insurance Account Specialist

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. Central Time Zone or Mountain Time Zone required to accommodate client needs. In this role, 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 (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

What You Need to be Successful...

• 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

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 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

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 To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. 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 timesplacing 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.