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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance servicing and agency support, with a strong focus on casualty submissions and policy processing. Proficient in managing workflows, maintaining documentation accuracy, and adhering to regulatory requirements while providing excellent customer service.
Highest-signal resume keywords
Insurance Servicing ExperienceCasualty Submissions SupportMicrosoft Office ProficiencyAttention To DetailEffective Communication Skills
About the role
Key responsibilities & impact- Support brokers with the intake, review, and preparation of new business and renewal Casualty submissions
- Coordinate with retail agents to obtain required documentation, loss information, and supplemental materials
- Support retail agents in gathering information and documents through task reminders, workflow management tools, and Outlook
- Track submission status, follow up with carriers and agents, and maintain organized workflow queues
- Assist with quote preparation, binding documentation, initial policy file setup, and post-issuance policy processing
- Process endorsements accurately and within established service standards
- Process cancellation and reinstatement notices
- Process pre-audit correspondence, closed event audits, and premium-bearing audits
- Ensure electronic files are properly documented and maintained in accordance with record-keeping requirements
- Respond to internal and external inquiries in a timely and professional manner
- Adhere to company policies, procedures, and regulatory requirements
- Participate in process improvement efforts and cross-training as assigned
Requirements
What you’ll need- 1-3 years of experience in insurance servicing, customer service, or agency support (casualty or commercial lines experience preferred)
- Excellent interpersonal and communication skills, both verbal and written
- Ability to efficiently navigate internal policy management systems
- Proficiency with Microsoft Office applications, including Outlook and Excel
- High attention to detail and commitment to data accuracy
- Effective written and verbal communication skills
- Ability to work independently and collaboratively in a hybrid environment
- Ability to perform efficiently in a deadline-driven, high-volume setting
Benefits
Comp & perks- Discretionary incentive compensation may be awarded
- Comprehensive health care coverage
- 401k plan
- Tuition reimbursement
- Remote work schedule
- Potential for hybrid work in the future in the Denver, CO area only
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance ServicingPolicy ProcessingWorkflow ManagementData AccuracyQuote PreparationDocument PreparationEndorsement ProcessingCancellation ProcessingAudit ProcessingRecord-Keeping
Soft Skills
Interpersonal SkillsCommunication SkillsCollaborationIndependenceTime Management
Tools & Technologies
Microsoft OutlookMicrosoft ExcelInternal Policy Management Systems
Industry Keywords
Casualty InsuranceCommercial LinesCustomer ServiceAgency SupportRegulatory Compliance