Customer Service Professional II
Sartorius
Insurance Account Specialist
ReSource Pro
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $19 - $32 per hour
Job Level
JuniorMid-Level
About the 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.
- 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
Requirements
- Bachelor's Degree in Business, Risk Management, Insurance, or equivalent
- Living in Mountain Time Zone or Pacific 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
