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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex client portfolios and providing exceptional customer service in the insurance industry, with a focus on health and dental products. Proficient in data analysis and process improvement to enhance client interactions and operational efficiency.
Highest-signal resume keywords
Client Portfolio ManagementCustomer Service ExcellenceData Analysis and ReportingInsurance Industry KnowledgeProcess Improvement
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 AnalysisMicrosoft ExcelMarket ResearchQuotation PreparationReimbursement Processing
Soft Skills
Customer FocusProfessionalismCollaborationAssertive CommunicationLogical Reasoning
Industry Keywords
Health InsuranceDental InsuranceANS RegulationsClient Needs AssessmentContinuous Improvement
About the role
Key responsibilities & impact- Manage a portfolio of highly complex clients through in-person, telephone, and/or digital-channel service, ensuring that each client’s needs are addressed promptly and accurately.
- Provide customer service through attentive, dialogue-based interactions focused on understanding client needs, clarifying questions, and providing the necessary information regarding coverage for insurable and/or non-insurable benefits.
- Support clients with reimbursement requests and/or estimates through in-person, telephone, and/or digital-channel service, ensuring effective reimbursement of expenses incurred for care received outside the contracted provider network.
- Perform the procedures required for market studies by gathering the data and/or information needed to complete quotation forms, identifying the best terms and options for the client within the renewal period.
- Prepare reports and/or presentations containing loss-ratio indicators by organizing data and information and conducting quantitative and qualitative analyses, making policy results available to the client.
- Identify opportunities for improvement by mapping processes, procedures, and workflows during execution, and recommend actions that support continuous improvement in customer service.
- Perform other related professional activities inherent to the position, as required by the department, through training, professional development, and guidance from the immediate supervisor, supporting ongoing professional growth.
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Human Resources Management, or a related field.
- Intermediate proficiency in Microsoft Excel.
- Experience in the insurance industry, particularly with health and dental products, and knowledge of current ANS regulations.
- Customer focus, professionalism, collaboration, innovation, organization, resilience, logical reasoning, and assertive communication.
Benefits
Comp & perks- Health and Dental Insurance
- Life Insurance
- Meal voucher
- Transportation voucher
- Profit Sharing (PLR)
- Wellhub
- Wellz
- Extended maternity and paternity leave
- Day off
- Discounts on personal insurance policies, including auto, life, home, travel, and other types of insurance.