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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and problem-solving skills while effectively managing broker relationships and ensuring engagement through excellent communication. Proficient in Microsoft Office tools to support reporting and documentation needs.
Highest-signal resume keywords
Bilingual (English & Spanish)Customer Service Experience (2+ Years)Administration Experience (3+ Years)Proficient in MS Office (Word, Excel, PowerPoint)Strong Analytical and Problem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Analytical SkillsProblem-Solving SkillsStatistical SkillsDocument InterpretationMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Soft Skills
Excellent Oral CommunicationExcellent Written CommunicationOrganizational SkillsTeam CollaborationIndependent Work
Industry Keywords
Broker RelationshipsCustomer EngagementConfidential Information HandlingSales SupportReporting
About the role
Key responsibilities & impact- Field and handle support inquiries from brokers
- Work with Sales, Marketing, Licensing/Contracting, Accounting, and other departments
- Manage broker relationships
- Ensure contracted brokers are equipped to sell products throughout the year
- Conduct continual outreach to keep brokers engaged
- Create, update, and maintain Microsoft documents for reporting, electronic filing, and other purposes
- Organize and prioritize large volumes of information
- Review emails and share information with appropriate staff
- Handle confidential and non-routine information
- Explain policies when necessary
- Work independently and/or within a team on special nonrecurring and ongoing projects
Requirements
What you’ll need- Bilingual (English & Spanish)
- Strong analytical, problem solving, and statistical skills
- Ability to read and interpret documents
- Excellent oral and written communication skills
- Proficient in MS Office, including advanced-level Word, Excel, and PowerPoint skills
- A high school diploma is required
- 2+ years of Customer Service experience
- 3+ years of Administration experience
- Candidates should be comfortable with an on-site presence
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
