[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.
• 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 insurance tasks (endorsements, certificates of insurance, application follow-ups, quoting).
• 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 and 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.

Qualifications

• 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).
• 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.

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.