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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 efficiently managing financial transactions and office tasks. Proficient in Microsoft Office applications and capable of maintaining accurate records and documentation.
Highest-signal resume keywords
Customer Service ExperienceMoney Handling SkillsMicrosoft Word, Outlook, ExcelAnalytical 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
Office Payment ProcessingDocument ScanningRecord KeepingData EntryCash MonitoringInventory ManagementPolicy Application ReviewRemote Deposit Check ScanningMulti-TaskingTask Prioritization
Soft Skills
Verbal CommunicationWritten CommunicationDependabilityCollaborationProfessional Conduct
Tools & Technologies
DC90 SystemIBM System
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
InsuranceCustomer InteractionFinancial TransactionsRecord Retention PolicyField Audit
About the role
Key responsibilities & impact- Provide 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 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 the 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 cash monitoring, daily activity, outstanding check, and production tracking documents
- Scan and submit life, fire, service request, and claim documents to the appropriate departments
- Maintain a daily log of documents scanned to the Austin office
- Review new policy applications for completeness and accuracy
- Create and submit money move request forms to Field Audit
- Research DC83 images to provide policy information when appropriate
- Organize and file records according to the company’s record retention policy
- Perform other duties and projects assigned by the Regional Office Administrator, including contacting policyholders regarding potential lapses and updating office pay client records
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
- Professional conduct when dealing with customers and co-workers
- Ability to reach high and low; retrieve files; operate a computer keyboard 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 as necessary
Benefits
Comp & perks- Regular full-time employment
- Primarily indoor general office environment with regulated heating and cooling
- Occasional local travel