ReSource Pro · 20 hours ago
Insurance Account Specialist
United States
Full-time
Remote
Entry, Mid Level
$18.91/hr - $31.92/hr
2+ years expReSource Pro is a trusted partner in the insurance industry, seeking an Insurance Account Specialist to enhance their customer service capabilities. The role involves processing insurance tasks, supporting senior specialists, and maintaining client relationships to drive retention and growth.
ConsultingInsuranceOutsourcingProfessional ServicesStaffing Agency
Responsibilities
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
Qualification
Required
Bachelor's Degree in Business, Risk Management, Insurance, or equivalent
Living in Pacific Time Zone to accommodate client needs
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
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
ReSource Pro
ReSource Pro is a strategic operations partner to insurance organizations seeking growth and optimization.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
DFW Capital
2021-12-13Acquired
2021-12-01Private Equity
2018-04-17Private Equity
Leadership Team
Dan Epstein
Chief Executive Officer
Beth Taylor
Senior Vice President Marketing Communications
Recent News
2025-11-18
2025-11-05
Company data provided by crunchbase