Account Specialist

About the role

This position is not eligible for employer sponsorship. To ensure a fair and consistent evaluation process, candidates are expected to complete all interviews and assessments independently and without the use of artificial intelligence tools (including AI-generated responses, prompts, or real-time assistance). Use of AI throughout the application and recruiting process may result in removal from consideration. Our goal is to get to know your authentic experiences, communication style, and problem-solving approach.

Responsibilities

• Lead and support a team of Account Specialists, ensuring performance goals are met
• Assist clients with monthly reporting, invoicing, and collections within Salesforce CRM
• Provide guidance to customers on limited self-storage licenses and ensure compliance
• Prepare work to be processed by gathering, sorting, organizing, and recording data, information, and documents
• Manage inbound and outbound calls, ensuring professional and efficient communication
• Collaborate cross-functionally with other departments as needed
• Secure customer rapport through genuine and exceptionally responsive interactions
• Ensure adherence to legal timelines and compliance requirements per State Departments of Insurance
• Other duties as assigned

Requirements

Full-time, Onsite Position

Qualifications

• Minimum 1 year in a leadership or team lead role
• Advanced knowledge of Microsoft Suite and Excel
• Self-motivated and self-disciplined while providing prompt follow-up to all customer inquiries
• Achieve assigned goals and balance priorities
• Excellent organizational and time management skills
• Willingness to learn and take on new responsibilities
• Excellent communication and interpersonal skills
• Negotiation skills
• Works well in a team environment
• Comfortable working in a feedback culture

Skills

• Self-motivated and self-disciplined while providing prompt follow-up to all customer inquiries
• Achieve assigned goals and balance priorities
• Excellent organizational and time management skills
• Willingness to learn and take on new responsibilities
• Excellent communication and interpersonal skills
• Negotiation skills
• Works well in a team environment
• Comfortable working in a feedback culture

Benefits

• Medical insurance
• Prescription drug plans
• Dental & Vision plan with hearing care discounts
• Onsite medical clinic for team members and eligible family members
• New indoor fitness gym (Midtown Phoenix campus)
• Reimbursement Program for U-Haul-related activities
• Registered Dietitian Program
• WeightWatchers® CV
• CVS Virtual Care
• Wellness Program (Healthier You initiatives & challenges)
• Mindset App Reimbursement
• Pet Insurance & Wellness plans
• Career stability
• Opportunities for advancement
• Valuable on-the-job training
• Tuition Reimbursement Program
• Free online courses for personal and professional development at U-Haul University®
• 401(k) Savings Plan
• Employee Stock Ownership Plan (ESOP)
• Company-paid life insurance
• Voluntary life insurance options
• Short-Term and Long-Term Disability
• Critical Illness, Accident & Hospital Indemnity plans
• Business & business travel insurance
• MetLaw Legal Program
• MetLife Auto & Home Insurance
• LifeLock Identity Theft Protection
• Dave Ramsey’s SmartDollar® Financial Wellness Program
• U-Haul Federal Credit Union
• Paid holidays, vacation, and sick time
• You Matter Employee Assistance Program (EAP)
• Discounts on cell phone plans, hotels, computers, vehicles & more
• Community involvement & volunteer opportunities
• U-Haul Mothers Program (Paid maternity leave)

Pay

Competitive salary based on experience and qualifications

Schedule

Full-time, Onsite Position