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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing personal lines insurance, including processing endorsements, handling claims, and addressing underwriting issues. Proficient in using agency management systems and various insurance-related tools to support business operations.
Highest-signal resume keywords
Insurance LicenseAgency Management SystemsComparative RaterDocuSignMicrosoft Office
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Processing EndorsementsHandling ClaimsBilling and PaymentsTracking RenewalsAddressing Underwriting Issues
Soft Skills
Customer ServiceCommunication
Tools & Technologies
Carrier WebsitesRightFaxPC Operating Systems
Certifications & Qualifications
Insurance License
Industry Keywords
Personal Lines InsurancePolicy ManagementRenewal Tracking
About the role
Key responsibilities & impact- Service personal lines book of business
- Process endorsements
- Handle billing and payments, including monthly installments, questions, and mortgage down payments
- Handle claims
- Track renewals
- Track and process pending and cancelled policies
- Address underwriting issues on policies
- Remarket and quote account rounds for existing personal lines business
- Assist with issuing personal lines new business policies
- Provide backup support and quote new business
- Answer incoming calls
- Distribute mail when needed
- Perform other related duties as assigned by the supervisor
Requirements
What you’ll need- College degree preferred
- Industry knowledge preferred
- Insurance License preferred
- Obtain and maintain applicable licensing
- Proficient in PC operating systems and Microsoft Office
- Experience with carrier websites
- Experience with agency management systems
- Experience with comparative rater
- Experience with DocuSign
- Experience with RightFax
- Ability to perform each essential duty satisfactorily
- Ability to work on-site four days per week in the Plano, Texas office
Benefits
Comp & perks- Exciting opportunities for employees to grow and follow their passions
- 4-1 workweek
- May work remotely one day per week
- Equal opportunity employment