Insurance Account Specialist
New
Based in the United States, Central or Mountain Time Zone business hoursFull-TimeMiddle
Salary$18.91 to $31.92
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Job Details
- Experience
- Two to three years of insurance industry experience preferred
- Required Skills
- Microsoft ExcelCustomer serviceAccount Management
Requirements
- High school diploma or equivalent required.
- Property & Casualty License strongly preferred; candidates must be willing and able to obtain licensure within the first 30 days of employment if not already licensed.
- Professional customer service experience required.
- Two to three years of insurance industry experience preferred, including personal lines, commercial lines, life and health, or employee benefits.
- Strong written and verbal communication skills with a customer-focused approach.
- Proficiency with Microsoft Office applications, particularly Word and Excel.
- Excellent organizational skills with strong attention to detail and process accuracy.
- Comfortable learning and navigating multiple client and internal technology platforms.
- Ability to work independently while collaborating effectively with cross-functional teams.
- Must reside in the United States, with availability to support clients during Central or Mountain Time Zone business hours.
Responsibilities
- Respond to customer inquiries via phone and email while providing professional, timely, and service-oriented support.
- Process routine insurance transactions, including endorsements, certificates of insurance, application follow-ups, and quoting activities within agency management systems.
- Escalate complex customer requests to the appropriate internal resources when necessary.
- Support senior specialists and account managers by handling service-related tasks and collaborating with operational teams.
- Build and maintain strong relationships with clients and insureds to support customer satisfaction and long-term retention.
- Accurately document activities and maintain records within client and internal systems.
- Identify opportunities to improve workflows and contribute suggestions that enhance operational efficiency and service quality.
- Train and mentor new team members on standard procedures, review completed work, and provide guidance when needed.
- Maintain compliance with established service level agreements, quality standards, and information security policies.
- Collaborate with colleagues and leadership to achieve team objectives and meet client expectations.
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