Log In
Sign Up
Job Description
Are you energized by delivering a superior customer experience? Are you a natural relationship-builder that customers can count on? Are you an insurance industry professional looking to take your career to the next level?
We are seeking a passionate Insurance Account Specialist who is committed to providing incredible service to our clients and customers. This role provides crucial support to our clients and our service delivery team by processing requests and responding to inquiries.
Responsibilities:
- Builds relationships with the clients and insureds to support client retention and revenue growth.
- Operate client systems and process insurance tasks (Certificates of Insurance, endorsement binding, carrier quoting, new business submissions, etc.)
- Identify, create, and improve processes to complete daily tasks and get things done for your customers
- Collaborate with coworkers and supervisors to meet client needs and optimize turnaround time
- Thoughtfully and accurately handle questions and concerns via phone, chat, and email
- Provide excellent customer service in all interactions
- Collaborate with our diverse, global teams to meet client needs and accomplish tasks
Qualifications:
- 2-3 years of insurance experience required
- 1 year of commercial property & casualty insurance preferred
- Experience in real estate property & casualty insurance (including umbrella, monoline, package, and liability insurance) preferred
- Ability to study for and successfully pass the Property and Casualty state licensing exam in your state of residence within the first 30 days of employment (Bonus points if you currently have your resident state Property and Casualty License)
- Insurance-related designations are preferred (e.g. CISR, CPCU, etc.)
- Experience with Agency Management Systems
- Strong written and verbal communication skills
- Fluent in Microsoft Office products (Word and Excel)
Benefits & Perks:
- 100% paid employee health insurance on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- 401k with employer match, vested on Day 1
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
- Fun and teamwork-oriented work environment
About ReSource Pro:
ReSource Pro brings to the insurance industry tools, technology and strategic services that enable profitable growth through operations excellence. Headquartered in New York, ReSource Pro’s global service centers address client operational needs around the clock. Recognized as an industry thought leader and listed as one of Inc. 500/5000 Fastest Growing Private Companies annually since 2009, the company is renowned for its focus on innovation, service excellence and trusted partnerships, and its unique productivity platform for insurance operations and sales. Over 4,500 ReSource Pro employees provide dedicated support to hundreds of insurance organizations, consistently achieving a 97% client retention rate for over a decade.
rb80TjDkrg
