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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 line accounts, preparing quotes and proposals, and maintaining accurate account files. Strong ability to foster relationships with clients and insurance carriers while ensuring compliance with industry standards.
Highest-signal resume keywords
Active Property & Casualty LicenseInsurance Industry ExperienceCustomer Service ExcellenceVerbal and Written Communication SkillsProficiency with Microsoft Office Suite
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementQuote PreparationPolicy Accuracy CheckingRenewal Control ManagementProposal Development
Soft Skills
Relationship ManagementAttention to DetailInitiativeCollaborationEffective Communication
Certifications & Qualifications
Property & Casualty License
Industry Keywords
Personal Lines InsuranceInsurance CarriersPolicy InquiriesClient RelationshipsAccount Files Management
About the role
Key responsibilities & impact- Manage a book of personal line accounts
- Market accounts to insurance carriers
- Prepare quotes and proposals
- Respond quickly to policy inquiries by email and phone
- Maintain renewal controls on expirations and binders
- Check policies, endorsements, and audits for accuracy
- Maintain accurate and organized account files
- Facilitate positive and effective relationships with clients, insurance carrier staff, and the internal team
- Assist the agency as the point of contact for personal insurance clients
Requirements
What you’ll need- Previous insurance industry experience preferred or professional business experience
- Active Property & Casualty license; or willingness to obtain within 90 days of employment
- High school diploma or GED required; college degree preferred
- Excellent customer service and proactive relationship management
- Strong verbal and written communication skills, with the ability to interact effectively across all levels of the organization
- Proficiency with computer systems, including Microsoft Office Suite
- Ability to follow instructions, take initiative, and work with attention to detail
- Ability to collaborate effectively within a positive team environment
Benefits
Comp & perks- 401k plan where the Company matches 50% of the first 6% you contribute
- Paid parental leave
- Medical, dental, and vision options
- Robust wellness program
- Paid vacation, paid holidays, floating holidays and more
- Bonus opportunities
- Hybrid work schedule may be offered after the probationary period, depending on location and office needs
- Customizable benefits portfolio with comprehensive and affordable choices
- Flexible work schedule
- “Dress for your day” policy
- Structured training
- Licensing support
- Ongoing development opportunities
- Competitive pay
- Comprehensive health benefits
- Retirement savings matching
- Company-paid life and disability plans
- Generous paid time off
- Wellbeing program
- HUB Gives community engagement opportunities