财产与意外保险客户专员
P&C Insurance Account Specialist
你是否希望将保险专业职业生涯提升到新高度？你是否重视卓越的客户服务，并且有相关经验？
加入ReSource Pro！
你的职责…
ReSource Pro正在寻找一名保险账户专员，负责处理基础保险任务并确保按时、按量、按质完成工作。该职位需要在客户系统中操作并遵循既定的指南和流程。该职位需遵守ReSource Pro的信息安全政策/指南。
我们聘请最优秀的人才，因为我们的服务品质取决于执行服务的人员。我们致力于招聘与我们出色文化契合并践行核心价值观的个人：对社区的承诺、团队合作、追求卓越的热情、以服务为中心、以及发挥最佳自我。
所有远程职位均基于美国，候选人必须居住在美国才有资格被考虑。
在此职位中，你将…
- 通过电话/邮件回应客户咨询，并在代理管理系统中完成常规保险任务
- 主动处理与服务相关的问题，支持高级专员和账户经理
- 与离岸服务交付团队协作，处理客户工作，并向离岸团队提供反馈
- 独立操作客户和承保人系统，处理常规保险任务；在客户/公司数据库中记录工作
- 遵循既定流程，满足质量SLA要求，同时维护安全政策/标准
- 与同事和主管协作，满足客户需求，为实现内部团队目标做出贡献
你成功所需的条件…
· 高中文凭或同等学历
- 必须持有当前的财产与责任保险执照
- 需要有专业的客户服务和/或处理经验
- 需要2年以上保险经验（个人险种、商业险种、人寿与健康险等）
- 熟练使用微软办公软件（Word和Excel）
- 以流程为导向，注重细节
- 具备技术能力——能够学习、使用和导航各种客户和内部系统
你的福利与待遇…
· 丰厚的带薪休假计划，包含带薪节假日+浮动节假日
- 自入职第一天起，员工医疗保健由公司全额支付
- 自入职第一天起，即可享受全部医疗、牙科和视力福利
- 401k计划，公司匹配，自入职第一天起即归属
- 有机会在一个快速成长的全球组织中工作
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查看英文原文
Are you looking to take your career as an insurance professional to the next level? Do you value exceptional customer service, and do you have a track record of delivering it?
Come Join ReSource Pro!
Your Role...
ReSource Pro is seeking an Insurance Account Specialist to process elementary insurance tasks and be responsible for meeting quality, quantity, and time deadlines. This position will be responsible for operating within the clients' systems and following established guidelines and procedures. This position will follow ReSource Pro's Information Security policies/guidelines.
We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.
All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.
In this role, you will...
- Respond to customer inquiries via phone/email and complete routine insurance tasks in the Agency Management System
- 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 and carrier systems and process routine insurance tasks; Document work in client/company database
- Follow established procedures to meet quality SLAs while maintaining security policies/standards
- Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals
What You Need to be Successful...
· High School Diploma or equivalent
- Current Property and Casualty License REQUIRED
- Professional customer service and/or processing experience required
- 2+ years insurance experience required (personal lines, commercial lines, life & health, etc.)
- 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
Your Benefits & 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
Your Compensation…
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $18.91-$31.92 per hour. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.
Your Interview Process…
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.
The standard interview process includes:
· Behavioral interview with Talent Acquisition
- Online talent assessment
- Hiring Manager interview
*Additional interview steps may be added depending on the position or if further evaluation is needed.
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
About ReSource Pro:
Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.
Equal Employment Opportunity Policy
ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Originally posted on Himalayas