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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 with a focus on problem-solving, effective communication, and the ability to manage challenging interactions. Proficient in using CRM systems and maintaining compliance with HIPAA and data protection requirements.
Highest-signal resume keywords
Customer Service ExperienceCall Center ExperienceData Entry AccuracyInsurance Industry KnowledgeCommunication 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
Data EntryMicrosoft OfficeCRM SoftwareInsurance ConceptsProblem-SolvingDecision-MakingMultitaskingCritical ThinkingDe-Escalation SkillsAttention to Detail
Soft Skills
EmpathyPatienceActive ListeningCustomer-Focused MindsetCollaboration
Tools & Technologies
Telephony SystemsWeb-Based SoftwareComputer Systems
Industry Keywords
HIPAA CompliancePHI ProtectionInsurance OperationsCustomer Care StandardsInformation Security
About the role
Key responsibilities & impact- Handle customer and internal inquiries primarily by phone
- Research information and resolve customer issues
- Respond accurately and promptly to applicants, policyholders, agents, and medical providers
- Use internal systems, web-based software, CRM, and telephony systems
- Document and maintain customer and business information through accurate data entry
- Apply product knowledge, policies, procedures, and resources to determine resolutions or next steps
- Identify requests requiring escalation, route them appropriately, and complete follow-up
- Maintain knowledge of company products, policies, procedures, and processes
- Manage challenging interactions, de-escalate concerns, and escalate when necessary
- Maintain concise, factual documentation of customer interactions and actions taken
- Protect confidential information and comply with HIPAA, PHI, and company requirements
- Meet Customer Care quality and performance standards while contributing to a positive customer experience and collaborative team environment
Requirements
What you’ll need- Excellent verbal and written communication skills
- Strong problem-solving and decision-making abilities
- Empathetic and patient; able to handle challenging situations
- Customer-focused mindset
- Ability to multitask in a fast-paced environment
- High School Diploma or equivalent
- Proficiency using computer systems and software
- 3–5 years of customer service experience
- Call center experience preferred
- Previous experience in insurance operations, customer service, or insurance agency/call center preferred
- Ability to learn and apply complex insurance-industry concepts, products, and business processes
- Strong attention to detail and accuracy
- Strong active listening, critical-thinking, and de-escalation skills
- Strong computer skills, accurate data entry, Microsoft Office, and basic spreadsheet functions
- Reliable high-speed internet connection
- Secure access to company systems and compliance with information security, privacy, and data protection requirements
- Confidential, quiet, secure, professional home workspace
- Ability to maintain a suitable professional workstation
- Background check required
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance
- Company-provided computer, headset, required software, and systems
