Insurance Account Specialist

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Respond to customer inquiries through phone and email while managing routine insurance tasks in the Agency Management System.

• Address customer questions and concerns with professionalism, courtesy, and efficiency.

• Escalate communications to the relevant resources when necessary.

• Assist Sr. Specialists and Account Managers by proactively resolving service-related issues.

• Collaborate with offshore Service Delivery Teams on client projects and provide constructive feedback to those teams.

• Operate client systems independently and handle routine insurance tasks such as endorsements, certificates of insurance, application follow-ups, and quoting.

• Record work in the client and company database.

• Establish relationships with clients and insured parties to aid in client retention and revenue expansion.

• Consult with team members on tasks and requests from insured clients.

• Identify opportunities for process improvement.

• Offer recommendations to the OPEX team and SDU Leadership.

• Assist in maintaining procedures, service level objectives, and guidelines.

• Adhere to established procedures to fulfill quality SLAs while upholding security policies and standards.

• Train new Account Specialists on fundamental tasks and procedures.

• Provide guidance and instruction as necessary to new employees.

• Review and audit the work of new hires.

• Collaborate with colleagues and supervisors to address client needs and contribute to the achievement of internal team objectives.

⛳️ Requirements

• High School Diploma or equivalent qualification.

• Property and Casualty License is highly preferred.

• Professional experience in customer service is required.

• 2-3 years of insurance experience is preferred, encompassing personal lines, commercial lines, life & health, and employee benefits.

• Strong written and verbal communication skills are essential.

• Proficient in Microsoft Office applications, particularly Word and Excel.

• Process-oriented with a keen attention to detail.

• Technological proficiency, with the ability to learn, utilize, and navigate various client and internal systems.

🏝️ Benefits

• Generous PTO plan that includes paid holidays and floating holidays.

• 100% coverage for Employee Healthcare starting on Day 1.

• Eligibility for all medical, dental, and vision benefits from Day 1.

• 401k plan with employer matching, fully vested on Day 1.

• Opportunity to work within a growing, global organization.

• Chance to engage with clients and internal partners to make a meaningful impact.

• Organization-wide emphasis on growth and development.