Insurance Account Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Execute basic and routine insurance tasks while adhering to quality, quantity, and time constraints.

• Address customer inquiries through phone and email communication.

• Manage customer questions and concerns in a professional, courteous, and efficient manner.

• Redirect communications to the appropriate resources when necessary.

• Assist Senior Specialists and Account Managers by handling service-related issues.

• Work collaboratively with offshore Service Delivery Teams and provide constructive feedback.

• Operate client systems to process endorsements, certificates of insurance, application follow-ups, and quoting activities.

• Maintain documentation in both client and company databases.

• Cultivate relationships with clients and insured parties to enhance retention and revenue growth.

• Consult with team members regarding requests from insured clients.

• Identify opportunities for process improvements and suggest enhancements to OPEX and SDU leadership.

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

• Adhere to procedures to achieve quality SLAs and uphold security standards.

• Train new Account Specialists on fundamental tasks and procedures.

• Provide guidance to new hires and review and audit their work.

• Collaborate with colleagues and supervisors to fulfill client requirements and internal team objectives.

⛳️ Requirements

• High School Diploma or equivalent qualification.

• Property and Casualty License is highly preferred; candidates must be able to study for and successfully complete the state Property and Casualty licensing exam within the first 30 days of employment.

• Required professional customer service experience.

• Preferred 2–3 years of insurance experience, encompassing personal lines, commercial lines, life and health, or employee benefits.

• Excellent written and verbal communication skills.

• Proficiency in Microsoft Office applications, including Word and Excel.

• Detail-oriented with a strong process focus.

• Technologically savvy with the ability to learn, utilize, and navigate various client and internal systems.

• Must reside within the United States.

• Availability in the Central Time Zone or Mountain Time Zone is required to meet client needs.

🏝️ Benefits

• Generous PTO plan including paid holidays and floating holidays.

• 100% paid Employee Healthcare starting on Day 1.

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

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

• Opportunity to work with a growing global organization.

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

• Organization-wide emphasis on growth and development.

• Annual bonus eligibility.

• Option for remote work.