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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills and a commitment to customer satisfaction while effectively educating clients on insurance options and closing sales. Proficient in using AI, machine learning, and data analytics tools in compliance with data governance and ethical standards.
Highest-signal resume keywords
Customer Service SkillsSales ExperienceInsurance KnowledgeData AnalyticsLimited Lines License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Data EntryProduct KnowledgeSales Closing TechniquesInsurance QuotesAI ToolsMachine LearningData Analytics
Soft Skills
EmpathyCustomer FocusCommunication
Tools & Technologies
Cloud-Based Tools
Certifications & Qualifications
High School DiplomaLimited Lines License
Industry Keywords
InsuranceCustomer InquiriesCustomer SatisfactionSales-Based Environment
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Respond to inbound customer inquiries via phone and email
- Identify customer needs and provide optimal or alternative product solutions
- Educate potential clients on insurance options, provide quotes, and close sales
- Maintain in-depth knowledge of products and services, including new product and policy changes
- Enter customer data accurately and research customer information
- Address customer concerns, demonstrate empathy, and move customers toward commitment
- Use AI, machine learning, data analytics, and cloud-based tools responsibly according to data governance, security, and ethical-use standards
Requirements
What you’ll need- High school diploma or equivalent diploma
- Six (6) to twelve (12) months in a customer service environment; previous success in a sales-based environment preferred but not required
- Superb customer service skills and strong customer focus
- Commitment to customer satisfaction
- Must reside in Virginia, Florida, Maryland, Georgia or Texas
- Eligibility to obtain a license for selling travel insurance across all 50 states
- Limited lines license acquired post-hire, requiring background checks but no testing
- Availability for morning, afternoon, or evening shifts with start times between 8am and 3:30pm Eastern time
Benefits
Comp & perks- Uncapped incentive structure
- Performance-based bonuses
- Merit increases
- Professional and personal development courses and targeted development programs
- International mobility and career progression opportunities
- Work Well health and wellbeing programs
- Flexible work-life balance planning
- Health insurance
- Dental insurance
- Vision insurance
- Retirement savings plans
- Paid time off
- Other employee programs
