Insurance Account Specialist

ReSource Pro

Insurance Account Specialist processing policy-service tasks for ReSource Pro, an insurance workflow optimization and technology services provider. Supporting clients, insureds, and offshore service teams through remote customer service and documentation.

Posted 8/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $19 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills and the ability to process insurance tasks efficiently while maintaining quality standards. Proficient in utilizing client systems and Microsoft Office products to support service delivery and improve operational processes.

Highest-signal resume keywords

Property And Casualty LicenseCustomer Service ExperienceInsurance ExperienceMicrosoft Office ProficiencyProcess Improvement

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

Insurance ProcessingClient System NavigationDocument ManagementQuoting TasksEndorsement Processing

Soft Skills

Strong Communication SkillsAttention To DetailCollaborationProfessionalismTraining And Mentoring

Certifications & Qualifications

High School DiplomaProperty And Casualty License

Industry Keywords

Personal LinesCommercial LinesLife And Health InsuranceEmployee BenefitsService Level Agreements

About the role

Key responsibilities & impact

Process elementary and routine insurance tasks while meeting quality, quantity, and time deadlines
Respond to customer inquiries via phone and email
Handle customer questions and concerns professionally, politely, and efficiently
Escalate communications to the appropriate resource when needed
Support Senior Specialists and Account Managers by processing service-related issues
Collaborate with offshore Service Delivery Teams and provide feedback
Operate client systems and process endorsements, certificates of insurance, application follow-ups, and quoting tasks
Document work in client and company databases
Build relationships with clients and insureds to support retention and revenue growth
Consult with client team members on insured requests
Identify process improvement opportunities and provide suggestions to OPEX and SDU leadership
Help maintain procedures, service level goals, and guidelines
Follow procedures to meet quality SLAs and maintain security standards
Train new Account Specialists on basic tasks and procedures
Provide direction to new hires and check and audit their work
Collaborate with coworkers and supervisors to meet client needs and internal team goals

Requirements

What you’ll need

High School Diploma or equivalent
Property and Casualty License highly preferred; ability to study for and successfully pass the state Property and Casualty licensing exam within the first 30 days of employment required
Professional customer service experience required
2–3 years of insurance experience preferred, including personal lines, commercial lines, life and health, or employee benefits
Strong written and verbal communication skills
Fluency in Microsoft Office products, including Word and Excel
Process-focused with strong attention to detail
Technological proficiency and ability to learn, utilize, and navigate various client and internal systems
Must reside within the United States
Central Time Zone or Mountain Time Zone required to accommodate client needs

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
Annual bonus eligibility
Remote work