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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in client service support within the insurance brokerage sector, including document management, data entry, and effective communication. Holds or is in the process of obtaining relevant insurance licensure while utilizing Microsoft Office tools to enhance operational efficiency.
Highest-signal resume keywords
Active Property & Casualty LicenseActive Life & Health LicenseIntermediate Microsoft Office SkillsDocument Management SupportClient Service Team Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryDocument ManagementClient Presentations PreparationReport DistributionInsurance Verification Processing
Soft Skills
Organizational SkillsEffective CommunicationTeam CollaborationPlanning and Prioritization
Tools & Technologies
Agency Management SystemsMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Outlook
Certifications & Qualifications
Property & Casualty LicenseLife & Health License
Industry Keywords
Insurance BrokerageClient ServiceInsurance MarketplacePolicy and Account ActivitiesEmployee Benefits
About the role
Key responsibilities & impact- Begin client service insurance brokerage training and development through Hylant’s Foundations Training & Development Program
- Develop understanding and adoption of Hylant’s servicing tools and processes
- Obtain Property & Casualty or Life & Health licensure and enhance knowledge of the insurance marketplace, products, and services
- Provide administrative and document management support to client service teams
- Prepare, print, bind, and distribute client presentations and other deliverables
- Run and distribute reports
- Manage physical and electronic client documentation
- Perform data entry and maintain client information in agency management systems
- Process and distribute insurance verification requests, including certificates of insurance and identification cards
- Assist with documents for client renewals and submissions
- Support policy and account activities by gathering, compiling, preparing, following up, and processing information and documents
- Cross-train in specialized Property & Casualty or Employee Benefits functions
- Perform other duties and special projects as requested
Requirements
What you’ll need- High School Diploma or equivalent required
- Associates or Bachelor’s Degree preferred
- Active Property & Casualty or Life & Health License, or the ability to obtain within 100 days of employment
- Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
- Ability to organize, plan and prioritize with effective results
- Intermediate to advanced communication skills, including listening, speaking and writing
- Ability to work well in a team environment
- Must be legally authorized to work in the United States
Benefits
Comp & perks- Hylant’s Foundations Training & Development Program
- Robust curriculum of foundational insurance learning experiences, knowledge, and skills development
- Family-owned, people-first culture
- Career support with purpose
- Team-oriented work environment