Insurance Account Specialist

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ReSource Pro

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ReSource Pro is a company dedicated to serving the insurance industry by offering a variety of managed services aimed at improving business operations. With over 20 years of experience, ReSource Pro specializes in transforming insurance operations through solutions that include technology optimization, extending teams with skilled staffing, and enhancing processes for improved productivity. The company serves carriers, MGAs and wholesalers, as well as retail agents and brokers, helping them focus on profitability, compliance, and growth. ReSource Pro is recognized as one of the fastest-growing companies, known for its strategic and innovative approach to insurance services.

staffing • insurance • trained specialists • processing • business advisory services

5001 - 10000 employees

🏢 Enterprise

⚡ Productivity

📋 Description

• As an Insurance Account Specialist, you will work closely with Account Managers and offshore SDU teams • Respond to inquiries from insureds and complete routine, entry-level service requests within the Agency Management System • Handle questions and concerns from customers professionally, politely, and efficiently • Support Sr. Specialists and Account Managers by processing service-related issues • Independently operate client systems and process routine insurance tasks • Document work in client/company database • Build relationships with clients and insureds to support retention and revenue growth • Consult with client team members on work and requests from insureds • Look for opportunities to improve processes • Train new Account Specialists on basic tasks and procedures

🎯 Requirements

• 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 pass the exam in the first 30 days of employment • 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-focused and strong attention-to-detail • Technological proficiency - ability to learn 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