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 SmartDollar Program
U-Haul Federal Credit Union
Wellness Program
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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.