[Hiring] Insurance Account Specialist @ReSource Pro

Role Description

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.

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

Qualifications

• High School Diploma or equivalent
• Current Property and Casualty License required
• Professional customer service and/or processing experience required
• 2+ years insurance 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

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

Company Description

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.