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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and insurance sales, with a strong focus on relationship-building, effective communication, and problem-solving. Proficient in underwriting processes and capable of managing multiple priorities in a fast-paced environment.
Highest-signal resume keywords
Active Property & Casualty LicenseCustomer Service SkillsUnderwriting ExperienceSales ExperienceStrong Communication 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
UnderwritingRisk EvaluationPolicy ManagementSales QuotingBilling Clarification
Soft Skills
Relationship BuildingAttention to DetailProblem-SolvingOrganizational SkillsCollaborative Approach
Tools & Technologies
DynamicsGenesysMicrosoft Applications
Certifications & Qualifications
High School DiplomaProperty & Casualty License
Industry Keywords
Insurance SalesCustomer SupportEligibility AssessmentPolicy ChangesHigh-Volume Calls
About the role
Key responsibilities & impact- Provide responsive support to customers by phone and email
- Answer inquiries about eligibility and coverage
- Quote and bind new business
- Process cancellations and non-renewals
- Clarify billing questions
- Evaluate risk and determine eligibility within underwriting guidelines
- Document customer interactions and maintain policy information
- Handle high-volume inbound calls and outbound customer follow-up
- Build strong customer relationships through prompt, accurate, and friendly service
- Deliver service to customers and brokers while building trusted relationships
- Communicate coverage options, program benefits, and value
- Service existing policies, including policy changes and other transactions within underwriting authority
- Evaluate applications and risks to ensure appropriate coverage and pricing
- Escalate complex risks as needed
- Meet established sales, service, and production goals
- Complete training and develop product and underwriting knowledge
Requirements
What you’ll need- High school diploma or equivalent
- Active Property & Casualty (P&C) or Personal Lines insurance producer license in your state of residence
- Previous experience in a customer-facing insurance sales or service role
- Associate or bachelor’s degree preferred
- Underwriting experience preferred
- Strong sales and customer service skills
- Ability to explain coverage, policy, and billing information clearly and confidently
- Strong communication and relationship-building skills
- Strong organization and attention to detail
- Ability to manage multiple priorities and follow through in a fast-paced environment
- Collaborative, solutions-focused approach
- Strong problem-solving and critical-thinking skills
- Proficient computer skills
- Experience with Dynamics, Genesys, and Microsoft applications preferred
- Experience working in a hybrid or remote environment preferred
- Reliable high-speed internet
Benefits
Comp & perks- Eligibility for overtime
- Medical, dental and vision coverage
- FSA/HSA options
- Life insurance
- Retirement benefits
- Paid time off
- Tuition reimbursement
- Generous 401K match
- Volunteer benefits
- Paid vacation
- Educational incentives
- Family friendly benefits
- Investment incentives
- Fully remote work option within the continental United States
- In-office/hybrid work option from the Mount Laurel, NJ office