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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 abilities while ensuring customer-focused service delivery. Proficient in coordinating cross-functional services and managing underwriting transactions effectively.
Highest-signal resume keywords
Policy IssuanceData EntryCustomer Service SkillsAnalytical SkillsCommunication 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
Policy RatingUnderwriting TransactionsReport PreparationFile DocumentationInvoicing
Soft Skills
Detail-OrientedCollaborativeTeam-OrientedOrganizational Skills
Tools & Technologies
Software Applications
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Service Level AgreementsAccount ManagementCross-Functional Coordination
About the role
Key responsibilities & impact- Issue policies and endorsements
- Document and set up files
- Review account information for data entry into appropriate systems
- Order, prepare, and/or update reports
- Perform policy rating and/or initial entry into rating model
- Process various underwriting transactions and requests
- Correspond with brokers for information at the underwriter’s request
- Handle booking and invoicing
- Coordinate services with other service units as needed
- Work cross-functionally with underwriters, corporate resources, and global teams
- Ensure service level agreements are met and account service delivery meets or exceeds customer expectations
- Perform other duties and special projects as assigned
Requirements
What you’ll need- Bachelor’s Degree preferred
- 2+ Years experience in same or related field preferred
- Analytical and problem solving ability
- Detail-oriented
- Customer-focused
- Collaborative and team-oriented
- Strong communication and organizational skills
- Experience with customer service skills, established processes, and various software applications
- Ability to analyze key pieces of information, determine the appropriate course of action, and handle issues
Benefits
Comp & perks- Multiple medical plans plus dental, vision and prescription drug coverage
- Competitive 401k with generous matching
- PTO beginning at 20 days per year
- Up to 12 paid company holidays per year
- 2 paid days of Volunteer Time Off
- Basic Life and AD&D Insurance
- Short- and Long-Term Disability
- Paid Parental Leave of up to 10 weeks
- Student Loan Assistance
- Tuition Reimbursement
- Backup Child and Elder Care