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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in Applied EPIC and Microsoft Office, with a strong focus on maintaining data accuracy and integrity in a high-volume environment. Capable of following structured processes and achieving volume goals while collaborating effectively within a team.
Highest-signal resume keywords
Applied EPIC ProficiencyMicrosoft Office ProficiencyData AccuracyHigh-Volume Workflow ManagementAttention to Detail
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 EntryPolicy DocumentationCertificate of Insurance IssuanceProduction TrackingWorkflow Documentation
Soft Skills
OrganizedDependableCollaborativeTime ManagementCoachability
Tools & Technologies
CSR24Applied EPICMicrosoft OutlookMicrosoft ExcelMicrosoft Word
Industry Keywords
Commercial InsuranceBilling StructuresOperational EnablementData IntegrityTurnaround SLAs
About the role
Key responsibilities & impact- Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts
- Support direct bill and all agency bill types of billing structures as assigned
- Maintain accurate policy records, documentation, and activities in Applied EPIC according to OTech standards
- Review carrier-issued policies, invoices, and notices for accurate and timely data entry
- Issue Certificates of Insurance, Evidence of Property (EOPs), and Auto ID cards using CSR24 and EPIC
- Follow documentation standards, naming conventions, and attachment protocols
- Enter daily work on a Production Tracker
- Participate in workflow documentation updates and operational enablement initiatives
- Meet quality and production standards while maintaining data accuracy and documentation integrity
- Adhere to turnaround SLAs for assigned workflows
- Achieve assigned volume goals for all accounts
Requirements
What you’ll need- Commercial insurance experience is not required; prior insurance experience may be considered for candidates transitioning into Operations
- Proficiency in Microsoft Office (Outlook, Excel, Word)
- Strong technical aptitude and ability to learn Applied EPIC and internal workflow systems
- Ability to follow structured processes and maintain high data accuracy
- Comfort working in a high-volume, deadline-driven environment
- Strong attention to detail and commitment to data integrity
- Coachable and receptive to feedback
- Organized and dependable
- Ability to work within defined guidelines and escalate appropriately
- Collaborative, team-oriented mindset
- Strong time management and personal accountability
Benefits
Comp & perks- Equal Opportunity Employer committed to a work environment free of discrimination and harassment
- Inclusive workplace where employees are empowered to bring their authentic selves to work