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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in maintaining policy status and facilitating client enrollment in coverage while ensuring exceptional customer service and collaboration with sales and agency operations teams.
Highest-signal resume keywords
General Lines Life & Health Insurance LicenseCustomer Service SkillsAttention to DetailSales ExperienceProduct Knowledge Mastery
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Excellent Listening SkillsComprehension SkillsStrong Desire to Win
Tools & Technologies
Computer Skills
Certifications & Qualifications
Active General Lines Life & Health Insurance License
Industry Keywords
Policy Status MaintenanceClient EnrollmentService RequestsInbound Service CallsCarrier Requirements
About the role
Key responsibilities & impact- Maintain up-to-date policy status
- Conduct welcome call on all new business
- Follow-up on pending carrier requirements and documentation
- Receive inbound service calls and emails and work as necessary
- Refer renewal and cancel save opportunity to retention or sales as necessary
- Work with Sales and Agency Operations leadership to meet strategic goals and execution requirements
- Help new clients successfully enroll in coverage
- Answer policy questions
- Assist with service requests
- Work closely with sales and agency operations teams to ensure a smooth customer experience from enrollment through the life of the policy
Requirements
What you’ll need- An active General Lines Life & Health insurance license is required
- Valid General Lines Life and Health Insurance License
- Excellent customer service skills
- Proven track record of achieving objectives
- Excellent listening and comprehension skills with attention to detail
- Ability to develop mastery of product knowledge and application process details
- Excellent computer skills
- Strong desire to win in the marketplace and achieve excellent results against challenging goals
- Experience in Sales a plus
Benefits
Comp & perks- Competitive pay
- Outstanding benefits
- Work from home / 100% remote
