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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in writing and servicing business policies while maintaining strong client relationships and ensuring compliance with quality control standards. Proficient in managing documentation and effectively communicating with policyholders and carriers.
Highest-signal resume keywords
Property & Casualty LicenseMS Office Suite ProficiencyAgency Management Systems KnowledgeQuality Control ComplianceWritten And Oral Communication 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 WritingPolicy ServicingAccount RetentionCross-SellingDocumentation ControlQuote AccuracyClient Relationship ManagementCompetitive AnalysisProblem-SolvingQuality Control
Soft Skills
Interpersonal SkillsPlanning And Organizing SkillsAdaptabilityExceptional Telephone Demeanor
Certifications & Qualifications
Property & Casualty LicenseInsurance Designation (CPRIA, CISR, CIC, ARM)
Industry Keywords
InsuranceClient ServiceRenewal PoliciesBusiness PoliciesCoverage Needs
About the role
Key responsibilities & impact- Write all new business policies
- Maintain and service all renewal policies
- Assist insureds with service needs, including questions, changes, and cancellations
- Identify competitive carriers for remarketing existing business and account retention
- Account round existing clients and cross-sell other departments within the organization
- Ensure quotes are accurate and complete before proposal
- Develop and maintain client relationships to identify changing coverage needs
- Seek new business referrals from current clients, friends, family, and teammates
- Manage documentation control across scanned, paper, electronic, and verbal records
- Apply Quality Control Compliance standards for the department
- Analyze and answer policyholder and carrier requests by telephone, email, or in person
Requirements
What you’ll need- High School diploma or GED
- Proficient with MS Office Suite
- Knowledge of agency management systems
- Exceptional telephone demeanor and strong written and oral communication skills
- Ability to maintain a high level of confidentiality
- Property & Casualty License or ability to obtain within 6 months
- 1-2 years of experience in a similar position
- Associate or bachelor’s degree in a business or financial-related discipline preferred
- Insurance Designation (i.e. CPRIA, CISR, CIC, ARM) preferred
- Planning and organizing skills
- Interpersonal skills
- Written and oral communication skills
- Problem-solving skills
- Quality-control skills
- Adaptability
Benefits
Comp & perks- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts
- Commitment to personal and professional growth and development