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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in policy issuance, client relationship management, and compliance monitoring within the insurance industry. Proficient in underwriting and rating processes, with a strong ability to analyze insurance policies and maintain necessary licenses.
Highest-signal resume keywords
Policy Issuance ExperienceCurrent State Specific LicensePersonal Lines UnderwritingClient Relationship ManagementInsurance Industry Knowledge
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 IssuanceUnderwritingRatingCompliance MonitoringPolicy AuditingInsurance AnalysisMulti-Line UnderwritingAutomation Usage
Soft Skills
Team CollaborationWritten CommunicationVerbal CommunicationRelationship Building
Tools & Technologies
Suspense SystemQuality Control Processes
Certifications & Qualifications
Insurance License
Industry Keywords
Insurance ExperiencePersonal LinesCommercial LinesPolicy ServicingClient Service
About the role
Key responsibilities & impact- Issue policies according to company guidelines
- Assist underwriter with meeting or exceeding assigned production goals
- Develop and maintain client, carrier, and agent relationships through timely, accurate service
- Audit, correct, and verify information before policy issuance
- Monitor accounts for compliance with company policies and procedures and take corrective action
- Request policy cancellations and reinstatements according to terms, company policy, and statutory regulations
- Conduct ratings to ensure policy information is accurate
- Maintain suspense system and follow up on policies, endorsements, inspections, correspondence, and claims from outside sources
- Review and process policy servicing inquiries from carrier requests
- Forward carrier policy servicing inquiries to Quality Control
- Maintain necessary licenses to produce business
- Support various processing departments
- Perform other assigned duties
Requirements
What you’ll need- Appropriate insurance experience
- One year of Associate Policy Issuance experience or its equivalent
- Current state specific license
- Ability to understand and analyze necessary components of insurance policies
- Knowledge of personal lines and/or commercial lines multi-line underwriting and rating
- Ability to use company automation
- Ability to develop, foster and maintain excellent working relationships with clients
- Ability to work in a team environment
- Maintain current knowledge of the insurance industry
- Good written and verbal skills
- Ability to work extended hours when necessary
- English language fluency required
Benefits
Comp & perks- Eligible full-time teammates enjoy medical, dental, vision, life, disability, and AD&D insurance
- Tax-advantaged savings accounts
- 401(k) plan with company match
- Paid company holidays
- Vacation and sick days
- New parent leave
- Restricted stock units for eligible positions
- Deferred compensation plan for eligible positions