Account Specialist

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Account Specialist

Since 1973, Safestor Tenant Insurance, a product of Repwest Insurance, has provided outstanding coverage to tenants across the self-storage industry. Established by experts from both the self-storage and commercial insurance industries, we understand what it takes to protect both your self-storage facility and tenants. We are seeking a highly organized and proactive Account Specialist to oversee daily operations, support clients, and lead a team, the account specialist team.

This role is ideal for someone who thrives in a fast-paced environment, loves solving problems, and enjoys working directly with clients to deliver exceptional service.

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

* Prepares 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

Skills & Abilities:

* 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

Perks of joining Repwest:

Get your career moving with a company that empowers team members to be the healthiest version of themselves! We provide robust wellness benefits, events, and resources to help team members become the happiest and healthiest they can be.

Here are just some of the programs Repwest has available:

* Full Medical Coverage

* Prescription Plans

* Dental& Vision Plans

* New indoor fitness gym

* Gym Reimbursement program

* Registered Dietitian Program

* Weight Watchers

* Onsite Medical clinic for you and your family

* 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

* Business and travel insurance

* You Matter Employee Assistance Program

* Paid holidays, vacation and sick days

* Employee Stock Ownership Plan (ESOP)

* 401 (k) Savings Plan

* Life Insurance

* Critical Illness/Group Accident

* 24-hour physician available for kids

* Subsidized gym/membership

* Metlaw Legal Program

* Metlife auto and home insurance

* Mindset App Program

* Discounts on Cell Phone plans, hotels and more

* Lifelock Identity Theft

* Savvy consumer wellness programs-from health care tips to financial wellness

* Dave Ramsey's Smart Dollar Program

* U-Haul Federal Credit Union

* Wellness Program

#LI-MM1

U-Haul is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.