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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in issuing and renewing certificates for commercial line clients while providing exceptional customer service. Capable of interpreting insurance data and contracts, utilizing Applied Epic and Microsoft Office tools effectively in a high-volume environment.
Highest-signal resume keywords
Commercial Lines Insurance ExperienceActive General Lines LicenseApplied Epic ProficiencyMicrosoft Excel ProficiencyData Entry and Maintenance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Certificate IssuanceData InterpretationInsurance Contract ReviewDocument ProcessingData EntryCustomer ServiceHigh-Volume WorkMicrosoft Word ProficiencyMicrosoft PowerPoint ProficiencyMicrosoft Outlook Proficiency
Soft Skills
CommunicationStress ManagementAttention to Detail
Tools & Technologies
Applied EpicCSR24Spreadsheet SoftwareWord Processing Software
Certifications & Qualifications
General Lines LicenseProperty & Casualty License
Industry Keywords
InsuranceCommercial LinesCertificates of InsuranceAccount Management System
About the role
Key responsibilities & impact- Issue new and renewal certificates for commercial line clients
- Provide customer service for insured parties requesting certificates of insurance
- Read and interpret data to compare against policy guidelines
- Use Applied Epic, spreadsheet software, and word processing software to obtain insurance data and issue certificates
- Review insurance contracts to determine certificate type and required information
- Communicate with Account Managers and others to obtain information
- Process and print insurance documents
- Prepare documents for mailing
Requirements
What you’ll need- High School diploma or equivalent
- 1-2 years of insurance experience required; commercial lines specific experience preferred
- Active General Lines or Property & Casualty License required (company will help candidate obtain licensure if needed)
- Ability to enter, transcribe, store, and maintain data electronically
- Ability to evaluate information against a given standard
- Ability to work under stress in a high-volume environment
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- Applied Epic experience preferred; knowledge of a similar Account Management System (AMS) is acceptable
- Working knowledge of CSR24 preferred
- Ability to lift 25 pounds
- Repeated use of sight to read documents and computer screens
- Repeated use of hearing and speech to communicate on telephone and in person
- Repetitive hand movements, such as keyboarding, writing, and 10-key
- Ability to walk, bend, sit, reach, and stretch in all directions
Benefits
Comp & perks- Medical, dental, vision, and prescription drug coverage
- 401K
- Equity prescription incentive plan
- Multiple supplemental benefits for physical, emotional, and financial wellbeing
- Company-paid holidays
- PTO
- Employee Wellness Program