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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance policy processing, customer service, and data management, with a strong ability to analyze and resolve complex issues while maintaining compliance with regulatory guidelines.
Highest-signal resume keywords
Insurance Policy ProcessingCustomer Service ExperienceData Entry and Processing TechniquesQuoting and Binding PoliciesRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Manual Data EntryQuoting Independent Agent Book RollsAnalyzing Books of BusinessAdjusting QuotesProcessing TransactionsMathematical CalculationsInsurance TerminologyBusiness Processing ProceduresReviewing Automated QuotesTracking Quoting Data
Soft Skills
Effective CommunicationProblem SolvingCustomer-Focused ServiceTime ManagementAttention to Detail
Tools & Technologies
IPMGuidewireSpreadsheetsCarrier Websites
Industry Keywords
Insurance RegulationsSales Regulatory GuidelinesBook Roll ProcessesACG Processing ProceduresBrokered Business Insurance Products
Tech Stack
Tools & technologiesGuidewire
About the role
Key responsibilities & impact- Conduct outbound telephone calls and correspond with customers to gather information, respond to inquiries, and resolve issues
- Recommend account changes, additional coverage, or additional products using insurance policy and procedure knowledge
- Review policies, discuss coverage options, quote replacement coverage, and bind policies when necessary
- Examine policies and determine appropriate adjustments for members and the organization
- Update customer policies and process payments on carrier websites
- Complete account terminations and perform manual data entry
- Quote Independent Agent Book Rolls using agency-provided information
- Enter data in IPM and Guidewire and quote leads that failed automation
- Lead inquiry resolution and provide guidance to business partners
- Participate in projects related to the scope of work
- Gather information and review documents to determine required processing actions
- Create, run, and review reports to identify processing errors
- Investigate data issues and patterns across multiple spreadsheets and source systems
- Track quoting data for reporting
- Balance, review, and edit reports and logs
- Complete account processing and updates in compliance with corporate and regulatory guidelines
- Enter corrections and recode files
- Review and revise automated quotes that failed to bind
- Identify opportunities to improve processing efficiency
- Provide input on processing and correction procedures and develop solutions
Requirements
What you’ll need- High School diploma or equivalent
- Minimum 2 years customer service experience
- Experience providing a high level of customer-focused service
- Experience servicing insurance policies and processing applications, renewals, and amendments
- Experience reading and understanding correspondence from agents and insured
- Experience processing transactions and posting information to appropriate accounts
- Experience performing manual data entry and quoting Independent Agent Book Rolls
- Experience performing manual data entry and quoting leads that failed during automation, using multiple spreadsheets and source systems simultaneously
- Experience reviewing automated quotes unable to bind automatically and revising them to completion
- Experience adjusting completed quotes based on new information before finalizing binding
- Experience maintaining quoting data tracking for reporting
- Experience analyzing books of business for accuracy and identifying necessary revisions
- Knowledge of business practices, business processing procedures, data entry and processing techniques, insurance processing techniques and requirements, insurance terminology, general insurance regulations, underwriting procedures, sales regulatory and compliance guidelines, and book roll processes and procedures
- Ability to operate multiple information sources, computer systems, and programs
- Ability to maintain accurate records and audit computer files
- Ability to write correspondence and memos
- Ability to analyze policy details and make decisions
- Ability to work within time, productivity, and quality constraints
- Ability to promote insurance product sales and provide high-level customer service
- Ability to investigate and resolve complex problems
- Ability to process payments
- Effective communication with coworkers and the public
- Ability to perform high-level mathematical calculations
- Preferred: Knowledge of ACG and Brokered Business insurance products, ACG processing procedures and policies, and reconciliation and balancing procedures
Benefits
Comp & perks- PTO
- Paid sick leave
- Home office work arrangement
- Potential office attendance for important departmental meetings or team building events
- Background and drug screen required for offered employment (screening condition, not a benefit)