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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service and administrative skills, with proficiency in Salesforce and Microsoft Office tools. Capable of effectively communicating in both English and Spanish while managing insurance-related inquiries and disputes.
Highest-signal resume keywords
Customer Service ExperienceSalesforce ProficiencyAdministrative ExperienceFCRA Report ReviewSpanish Language Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer ServiceAdministrative SkillsFCRA Report ReviewCase TrackingDispute Resolution
Soft Skills
Timely CommunicationProblem SolvingAttention to Detail
Tools & Technologies
SalesforceMicrosoft WordMicrosoft ExcelMicrosoft Outlook
Industry Keywords
Insurance IndustryFair Credit Reporting Act
About the role
Key responsibilities & impact- Respond to insurance applicants’ questions via phone and email in a timely manner
- Review Fair Credit Reporting Act (FCRA) reports
- Work with consumers to identify, reinvestigate, and resolve disputes within an allotted timeline
- Correct erroneous reports
- Coordinate with insurance clients to ensure updated information is received
- Track case information in Salesforce
- Expand responsibilities to other tasks and projects as experience and knowledge increase
Requirements
What you’ll need- High school diploma or GED required
- Intermediate proficiency in Microsoft Word, Excel, and Outlook
- Minimum of 5 years of customer service experience, preferably in a phone-based environment
- At least 5 years of administrative experience
- Legally authorized to work in the United States without immigration support or sponsorship now or in the future
- Bachelor’s degree preferred
- Experience using Salesforce preferred
- Familiarity with the insurance industry preferred
- Proficiency in Spanish, including speaking and translation skills, preferred
- Willingness to travel to the Milliman office in Brookfield, WI as needed
- Willingness to travel nationwide for meetings, conferences, and team events
Benefits
Comp & perks- Medical, Dental and Vision coverage for employees, dependents, and domestic partners
- Employee Assistance Program (EAP)
- 401(k) plan with company matching and profit-sharing contributions
- Discretionary Bonus Program
- Flexible Spending Accounts (FSA)
- Paid Time Off (PTO), accruing from the first day of work; full-time employees accrue 15 days per year
- Minimum of 10 paid holidays per year
- Family Building Benefits, including adoption and fertility assistance
- Up to 11 weeks of paid parental leave for eligible employees
- Life Insurance & AD&D with 100% of premiums covered by Milliman
- Fully paid short-term and long-term disability
- Skills training and career development
- Learning and mentoring opportunities
- Employee Resource Groups (ERGs)
- Opportunities for professional organization involvement
