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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client management and insurance documentation, with proficiency in the EPIC agency management system and strong analytical skills for processing insurance-related figures. Maintains effective communication and organizational abilities to support client inquiries and coverage strategies.
Highest-signal resume keywords
Active Property & Casualty Producer LicenseEPIC ExperienceMicrosoft Word ProficiencyMicrosoft Excel ProficiencyClient Data Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance DocumentationPolicy ReviewCalculating PremiumsProcessing AuditsClient Inquiry Response
Soft Skills
Timely CommunicationOrganizational SkillsClient Relationship Management
Tools & Technologies
EPIC Agency Management SystemMicrosoft Outlook
Certifications & Qualifications
Property & Casualty Producer License
Industry Keywords
Insurance Coverage StrategyClient Data AccuracyRenewal PoliciesEducational SeminarsClient-Related Documents
About the role
Key responsibilities & impact- Serve as a primary point of contact for assigned clients under direct supervision
- Support and inform coverage strategy and plans
- Issue proofs of insurance, including certificates, evidence, and auto IDs
- Respond to client inquiries, incoming mail, and company requests in a timely manner
- Request changes on behalf of clients
- Review new and renewal policies and endorsements to ensure items were received as ordered
- Process audits, cancellations, and other client-related documents
- Maintain accurate client data in the EPIC agency management system
- Document all activities in EPIC
- Keep current with industry trends through educational seminars and classes
- Complete other assigned functions and duties
Requirements
What you’ll need- Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date
- Computer skills, specifically Microsoft Word, Outlook, and Excel
- Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
- High School diploma required
- Candidates should be comfortable with an on-site presence
- EPIC experience preferred
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) options
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
