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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 and the ability to analyze market data to support client marketing efforts. Proficient in MS Office tools for reporting and presentations, with a commitment to maintaining industry knowledge and compliance.
Highest-signal resume keywords
Customer Service ExperienceLife And Health Insurance LicenseMarket AnalysisMS Office ProficiencyKnowledge Of ERISA, HIPAA, And ACA
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Market AnalysisClient Proposal PreparationPresentation DevelopmentAttention To DetailOrganizational Skills
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationStrong Work EthicRelationship BuildingAbility To Manage Competing Priorities
Tools & Technologies
MS Office Software
Certifications & Qualifications
Life And Health Insurance License
Industry Keywords
Risk ManagementInsuranceERISAHIPAAACA
About the role
Key responsibilities & impact- Support the client marketing team with accurate and detailed marketing and account analysis to aid in new business creation
- Develop an understanding and complete adoption of Accelevate's servicing tools and processes
- Assist with preparation of client proposals, presentations and deliverables
- Respond to internal and external client inquiries in a timely manner
- Develop and maintain positive relationships with internal and external clients
- Develop and apply market knowledge of key carriers and vendors
- Research and provide updates regarding market changes, competitiveness and new product options
- Perform other duties and special projects as requested
Requirements
What you’ll need- High school diploma or equivalent required
- Associate or bachelor’s degree in risk management and insurance, benefit, human resources or related field preferred
- Ability to obtain and maintain Life and Health insurance license within 100 days
- Customer service experience, ideally within the insurance industry preferred
- Familiarity with relevant regulations, such as ERISA, HIPPA and ACA
- Excellent verbal and written communication skills
- Strong organizational skills with ability to manage competing priorities
- Attention to detail and accuracy
- Passionate work ethic with desire to learn and grow
- Proficient in using relevant MS Office software and systems for reporting, analysis and presentations
- Ability and willingness to travel by car or airplane for meetings, conferences, or other business-related functions
- Must be legally authorized to work in the United States
Benefits
Comp & perks- Hybrid work arrangement
- Full-time employment
- Family-oriented, people-first workplace culture
- Career support and purposeful professional development
- Opportunities to learn and grow