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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 while managing financial transactions and maintaining accurate records. Proficient in Microsoft Office applications and capable of handling multiple tasks efficiently in a collaborative environment.
Highest-signal resume keywords
Customer Service ExperienceMoney Handling SkillsMicrosoft Word ProficiencyAnalytical Problem-SolvingTelephone Etiquette
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Payment ProcessingCollections ManagementRemote Deposit ScanningDocument ScanningData EntryInventory TrackingPolicy Application ReviewRecord OrganizationCash MonitoringMulti-Tasking
Soft Skills
Verbal CommunicationWritten CommunicationDependabilityTeam CollaborationProfessionalism
Tools & Technologies
DC90 Collection SystemIBM SystemMicrosoft OutlookMicrosoft Excel
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Customer Privacy RightsOffice Equipment OperationRecord Retention PolicyDistrict Agent PaymentsNSF Check Processing
About the role
Key responsibilities & impact- Provide excellent customer service to Security Plan Life Insurance Company’s internal and external customers
- Process office, mail, credit card, and District Agent payments
- Record collections, balance funds, mark receipts, make deposits, and enter collections into the DC90 collection system
- Answer phones using the standard company greeting and maintain individual and District email accounts
- Greet walk-in customers
- Process NSF checks and provide copies to District Manager and Field Audit staff
- Manage incoming and outgoing District mail and print labels as needed
- Track agent postage and District supply inventory; place supply orders
- Perform daily Remote Deposit check scanning
- Update daily cash monitoring, activity balancing, outstanding check, and production tracking documents
- Scan and submit life, fire, service request, and claim information to the appropriate departments
- Maintain a daily log of documents scanned to the Austin office
- Check new policy applications for completeness and accuracy
- Create and submit money move request forms
- Research and review images from the DC83 system to provide policy information
- Organize and file records according to the company’s record retention policy
- Complete other duties and projects assigned by the Regional Office Administrator
- Protect sensitive customer information and respect customer privacy rights
Requirements
What you’ll need- High school diploma or GED
- Two to three years’ experience providing customer service
- One to two years’ experience handling money and accurately making change for customers
- Dependable transportation with valid driver’s license and liability insurance
- Knowledge of Microsoft Word, Outlook, and Excel
- Excellent verbal and written communication skills
- Ability to handle volume with precision
- Ability to learn the proper functions of the IBM system
- Proven analytical, evaluative, and problem-solving abilities
- Ability to effectively prioritize and execute tasks
- Experience working in a team-oriented, collaborative environment
- Excellent telephone etiquette
- Ability to multi-task and meet assigned deadlines
- Remain professional when dealing with customers and co-workers
- Ability to reach high and low, retrieve files, and operate computer and office equipment
- Ability to frequently stand, walk, sit for long periods, lift up to 20 lbs., open filing cabinets, and bend or stand on a stool
Benefits
Comp & perks- Dependable transportation with valid driver’s license and liability insurance
- Occasional local travel
- Indoor office environment with regulated heating and cooling
