We have used PortlandJobFinder.com for years and it continues to provide the best local candidates. - Linda

Job Details

Insurance Account Specialist

  2026-05-11     ReSource Pro     Portland,OR  
Description:

Overview 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; Handle questions and concerns from customers professionally, politely, and efficiently; Escalate communications to the appropriate resource when neededSupport 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 teamsIndependently operate client systems and process routine (endorsements, certificates of insurance, application follow-ups, quoting) insurance tasks; Document work in client/company databaseBuild relationships with the clients and insureds to support client retention and revenue growth; Consult with client team members on work and requests from insuredsLook for opportunities to improve processes; Provide suggestions to the OPEX team and SDU Leadership; Help maintain procedures, service level goals and guidelinesFollow established procedures to meet quality SLAs while maintaining security policies/standardsTrain new Account Specialists on basic tasks and procedures; Provide direction/instruction as needed to new hires; Check and audit work of new hiresCollaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goalsWhat You Need To Be Successful… Bachelor's Degree in Business, Risk Management, Insurance, or equivalentLiving in Pacific Time Zone to accommodate client needsProperty and Casualty License highly preferred. Or ability to study and successfully pass the Property and Casualty licensing exam for your state in the first 30 days of employment is required2-3 years insurance experience (personal lines, commercial lines, life & health, employee benefits, etc.)Strong written and verbal communication skillsFluent in Microsoft Office products (Word and Excel)Process-focus and strong attention-to-detailTechnological proficiency - ability to learn, utilize, and navigate a variety of client and internal systemsYour Benefits & Perks… Generous PTO plan with paid holidays + floating holidays100% paid Employee Healthcare on Day 1Eligible for all medical, dental, and vision benefits on Day 1401k with employer match, vested on Day 1Opportunity to work for a growing, global organizationAbility to engage with clients and internal partners to make an impactOrganization-wide focus on growth and developmentYour 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 IncludesBehavioral interview with Talent AcquisitionOnline talent assessmentHiring Manager interviewAdditional 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.#J-18808-Ljbffr


Apply for this Job

Please use the APPLY HERE link below to view additional details and application instructions.

Apply Here

Back to Search