Customer Account Specialist

Key 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.

Key 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
• Experience building and maintaining successful working relationships
• 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
• Prioritize experience in the premium finance industry but not required

Compensation

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.