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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management skills, ensuring timely communication and follow-up with clients and underwriters. Proficient in Salesforce for maintaining accurate records and managing multiple requests efficiently.
Highest-signal resume keywords
Client Relationship ManagementSalesforce ProficiencyStrong Ownership MindsetOrganizational SkillsFluent English Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong Communication SkillsProblem-SolvingDiscipline Under Pressure
Tools & Technologies
SalesforceCRM Software
Industry Keywords
InsuranceConstruction BackgroundClient RequestsUnderwritingPremium Payments
About the role
Key responsibilities & impact- Own the full client relationship from the first request through issuance and payment.
- Prepare and submit client requests to the correct carrier with complete, accurate files.
- Follow up with underwriters until each request reaches a decision.
- Execute approved bonds the same business day.
- Collect premium payments from clients.
- Manage 25 to 35 open requests per week across email, text, and phone.
- Reply to client emails within 2 hours and to texts within 30 minutes.
- Keep Salesforce records current and close tasks as soon as the work is done.
- Route all pricing, carrier, and terms questions to licensed producers.
Requirements
What you’ll need- Fluent, confident English on the phone with US clients. This is the first and strictest screening filter.
- Comfortable speaking with clients and underwriters by phone, not only in writing.
- Strong ownership mindset. You close loops without being prompted and treat a missed deadline as your problem to solve.
- Proven organization under high volume with multiple open requests at once.
- Disciplined Salesforce or CRM habits.
- A quiet, reliable home office with strong internet.
- Availability from 8:30am to 6:30pm US Central, Monday through Friday, with light Sunday email coverage.
- Nice to have: insurance or construction background. Training on the product is provided.
- Nice to have: Spanish, which is relevant for part of the client base.
Benefits
Comp & perks- We offer health insurance for contractors
- Holiday Extra Pay
- The work hours generally align with standard business hours in the US, with some potential flexibility depending on the client's needs.
- This is a 100% home-based position
- We prioritize the mental health of our team members and offer mental health days to support their well-being.
- In addition to the base salary, performance-based incentives are provided.
- There is an annual review and appraisal process in place.
- There are ample opportunities for professional growth and advancement within the company.