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ReSource Pro

Outsourced policy administration and claims processing

Insurance Account Specialist

InsuranceConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • Professional customer service and/or processing experience is required.
  • At least 2 years of insurance experience is required, including personal lines, commercial lines, life and health, or similar experience.
  • A current Property and Casualty license is preferred and must be obtained within 30 days of hire.
  • Fluency in Microsoft Office products, including Word and Excel, is required.
  • Process focus and strong attention to detail are required.
  • Technological proficiency, including the ability to learn, use, and navigate client and internal systems, is required.

Responsibilities

  • Respond to customer inquiries by phone and email, and complete routine insurance tasks in the Agency Management System.
  • Support senior specialists and account managers by proactively processing service-related issues.
  • Collaborate with offshore Service Delivery Teams on client work and provide feedback to those teams.
  • Independently operate client and carrier systems, process routine insurance tasks, and document work in client and company databases.
  • Follow established procedures to meet quality service-level agreements while maintaining security policies and standards.
  • Collaborate with coworkers and supervisors to meet client needs and contribute to internal team goals.

About the Company

ReSource Pro

Outsourced policy administration and claims processing

What this company does: ReSource Pro provides insurance process outsourcing services for insurance carriers, managing general agents (MGAs), and brokers, helping them improve operational efficiency and support profitable growth. How its product works: It delivers tailored back-office services—such as policy administration, claims processing, and customer support—often via technology-enabled processes and a blend of experienced staff and industry know-how to handle administrative tasks, scale operations, and adapt to market changes. How it is different from competitors: It focuses on customized, end-to-end outsourcing solutions within the insurance sector, combining industry expertise with technology transformation to improve market responsiveness and customer servicing, rather than offering generic outsourcing. What its goal is: To help its clients manage rising costs, talent shortages, and evolving market conditions so they can grow profitably and better serve their policyholders.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, New York
Founded
2003

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