Insurance Account Specialist

Are you looking to take your career as an insurance professional to the next level? Do you value exceptional customer service, and do you have a track record of delivering it?

Your role... 
As an Insurance Account Specialist for ReSource Pro, you will work closely with Account Managers and offshore SDU teams to service and assigned book of business within a client Account. You will respond to inquiries from insureds and complete routine, entry-level service requests within the Agency Management System. This is a customer-facing role that is key to building and maintaining client relationships and providing exceptional customer service.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

After 3 months 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

• Bachelor's Degree in Business, Risk Management, Insurance, or equivalent
• Living in Mountain Time Zone or Central Time Zone
• Property and Casualty License highly preferred. Or ability to study and successfully pass the Property and Casualty licensing exam for your state in the first 30 days of employment is required
• 2-3 years insurance experience (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

• 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 $18.29-$30.87 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 a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. 

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.