Customer Account Specialist

About the role

Since 1977, we’ve grown to more than 500 Associates across 30+ locations in the United States, Puerto Rico, and Canada. Every day, we work to deliver on our Corporate Mission Statement: "To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals." We empower our Associates to provide legendary Customer service unparalleled in our industry.

Responsibilities

• Provide legendary service by responding promptly and professionally to inquiries from Agents, Brokers, Carriers, and insured Customers, ensuring all account interactions are accurately documented.
• Manage a designated territory of canceled loans by coordinating return premium discussions, establishing suitable repayment options, and maintaining clear notes throughout the collection process.
• Analyze arrears and collaborate with agency partners to understand causes, resolve issues, and communicate impacts to internal and external stakeholders.
• Mentor new associates, participate in process-improvement initiatives, collaborate cross-functionally (Sales, Service, Finance), and perform additional duties as assigned to support organizational objectives.

Requirements

• 3+ years of work experience in any of the following: administrative, customer service, insurance, commercial lending, or related
• Excellent verbal and written communication skills
• Basic proficiency in Microsoft Word, Excel, and Outlook
• Ability to successfully work in group settings and autonomously
• Strong organizational skills and time management skills
• High school diploma completed, some college preferred but not required
• Prior experience in the premium finance industry is preferred but not required

Benefits

• Compensation range: $42,000 – $56,000 plus a full benefits package
• Employee Benefits: Parking and commuter benefits based on location, LiveWell wellness program, Employee Assistance Program, Gym membership subsidies
• Work Life Balance: Comprehensive benefits package including Medical, Prescription, Dental, Voluntary vision, Voluntary life/dependent life, Group term life, AD&D
• Preparing for Your Future: 401(k) with company match
• Company Culture: Comprehensive paid training program, team events, corporate outings, lunches, occasional surprises (even the occasional ice cream truck!)

Pay

The salary range for this position is $42,000 – $56,000 plus a full benefits package. If an offer is made, final compensation will reflect relevant market data along with the candidate’s prior experience, education, and qualifications to ensure internal equity.

Schedule

This is a full-time, in-office role with hours Monday–Friday, 8:00 AM – 5:00 PM. The position will transition to a hybrid schedule upon successful completion of training.

Application

You’re legendary. We’re hiring. Let’s talk! Apply today for an opportunity to join one of North America’s top insurance premium financing companies.