Insurance Account Specialist

Insurance Account Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Insurance Account Specialist based in the United States.

As an Insurance Account Specialist, you will support the delivery of high-quality insurance services by managing routine account tasks and providing exceptional customer support in a fully remote environment. Working closely with clients, internal account teams, and operational partners, you will help ensure efficient policy servicing while maintaining accuracy and compliance with established procedures. This role offers the opportunity to develop strong client relationships, contribute to process improvements, and collaborate across multiple teams to deliver outstanding service. Success in this position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities. If you enjoy working in a fast-paced insurance environment and are passionate about delivering excellent customer experiences, this role provides excellent opportunities for professional growth.

Accountabilities

• Respond to customer inquiries via phone and email while providing professional, timely, and service-oriented support.
• Process routine insurance transactions, including endorsements, certificates of insurance, application follow-ups, and quoting activities within agency management systems.
• Escalate complex customer requests to the appropriate internal resources when necessary.
• Support senior specialists and account managers by handling service-related tasks and collaborating with operational teams.
• Build and maintain strong relationships with clients and insureds to support customer satisfaction and long-term retention.
• Accurately document activities and maintain records within client and internal systems.
• Identify opportunities to improve workflows and contribute suggestions that enhance operational efficiency and service quality.
• Train and mentor new team members on standard procedures, review completed work, and provide guidance when needed.
• Maintain compliance with established service level agreements, quality standards, and information security policies.
• Collaborate with colleagues and leadership to achieve team objectives and meet client expectations.

Requirements

• High school diploma or equivalent required.
• Property & Casualty License strongly preferred; candidates must be willing and able to obtain licensure within the first 30 days of employment if not already licensed.
• Professional customer service experience required.
• Two to three years of insurance industry experience preferred, including personal lines, commercial lines, life and health, or employee benefits.
• Strong written and verbal communication skills with a customer-focused approach.
• Proficiency with Microsoft Office applications, particularly Word and Excel.
• Excellent organizational skills with strong attention to detail and process accuracy.
• Comfortable learning and navigating multiple client and internal technology platforms.
• Ability to work independently while collaborating effectively with cross-functional teams.
• Must reside in the United States, with availability to support clients during Central or Mountain Time Zone business hours.

Benefits

• Fully remote position available to candidates residing in the United States.
• Competitive hourly compensation ranging from $18.91 to $31.92, depending on experience and geographic location.
• Eligibility for annual bonus opportunities as part of the total compensation package.
• 100% employer-paid employee healthcare beginning on Day 1.
• Medical, dental, and vision insurance eligibility starting on Day 1.
• 401(k) retirement plan with employer match and immediate vesting.
• Generous paid time off, paid holidays, and floating holidays.
• Ongoing professional development and career growth opportunities within a global organization.
• Collaborative work environment with opportunities to make a meaningful impact for clients and internal teams.