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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong administrative and organizational capabilities, with a focus on managing insurance licensing information and providing effective communication support to agency partners. Proficient in problem-solving and maintaining confidentiality while ensuring compliance with regulatory requirements.
Highest-signal resume keywords
Microsoft Office ProficiencyInsurance Licensing ExperienceCustomer Service ExperienceEffective Written And Oral CommunicationProblem-Solving Capacity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Microsoft ExcelAdministrative SupportRegulatory Document ManagementInsurance Licensing ManagementData Tracking
Soft Skills
Self-MotivatedTeam CollaborationMultitaskingIndependenceAttention To Detail
Industry Keywords
InsuranceContinuing EducationCustomer ServiceMergers And AcquisitionsConfidentiality
About the role
Key responsibilities & impact- Initiate, organize, track, and maintain insurance licensing information and continuing education documentation with agency partners
- Provide agency partners with one-on-one guidance and assistance in meeting licensing and continuing education requirements
- Maintain confidentiality of sensitive information and assigned tasks
- Manage affiliation of individual licensees to Acrisure’s agency licenses during mergers and acquisitions and daily operations
- Provide agent and carrier support through written and oral communications
- Maintain day-to-day regulatory documents in an organized and timely manner
- Support team success through effective and accurate administrative assistance
- Resolve limited and non-routine problems as required
- Maintain awareness of immediate team members’ roles and work functions
Requirements
What you’ll need- Strong computing skills, including Microsoft Office and specifically Excel
- Ability to work independently after receiving instructions and guidance
- High degree of interaction with team members
- High problem-solving capacity
- Self-motivated and driven
- Effective written and oral communication skills
- Willingness and ability to work overtime, particularly between September and December
- Enrollment in an associate degree or higher program may be considered in accounting, business administration or general business, insurance, legal studies, or comparable fields
- At least one year in a customer service role and/or administrative role
- Ability to multitask in a fast-paced environment
- Associates degree or higher preferred; equivalent work experience accepted
- Insurance licensing experience or accounting experience preferred, but not required
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
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)
- 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
