Insurance Account Specialist

ReSource Pro

Insurance Account Specialist processing elementary insurance tasks in Agency Management System. Collaborating with teams and providing exceptional customer service for ReSource Pro.

Posted 7/9/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $19 - $32 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

High School Diploma or equivalent
Property and Casualty License highly preferred
Professional customer service experience required
2-3 years insurance experience preferred (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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Insurance ProcessingClient System NavigationDocument ManagementQuotingEndorsementsCertificates Of InsuranceApplication Follow-Ups

Soft Skills

Professional CommunicationCollaborationProblem SolvingTraining And Mentoring

Certifications

High School DiplomaProperty And Casualty License