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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in case management and customer service, with a strong focus on resolving customer needs through effective collaboration with various departments. Proficient in documenting processes and identifying opportunities for internal improvements within the insurance, financial services, or legal industries.
Highest-signal resume keywords
Case Management ExperienceCustomer Service ExperienceKnowledge Of Estate Settlement ProcessesInterpersonal SkillsOrganizational Abilities
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
EmpathyProfessionalismMultitasking
Industry Keywords
Insurance IndustryFinancial Services IndustryLegal IndustryParticipant Interaction RecordsEnterprise Policy
About the role
Key responsibilities & impact- Review customer needs to determine the best course of action for resolution
- Thoroughly research customer needs by reviewing participant interaction records by phone and/or mail
- Collaborate with legal, payment operations, IT, and other departments
- Ensure customer needs are documented according to enterprise policy
- Prepare reporting for account or transaction errors
- Identify and recommend internal process improvements to management
Requirements
What you’ll need- 3+ years of experience in case management, customer service, or a related role
- Bachelor's degree in a relevant field preferred
- Equivalent experience may substitute for the preferred bachelor's degree
- Experience in the insurance, financial services, or legal industry preferred
- Knowledge of estate or beneficiary settlement processes preferred
- Interpersonal skills to handle sensitive situations with empathy and professionalism
- Organizational and multitasking abilities
- Sedentary work physical requirement
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Incentive program linked to performance may be included, depending on the role
- Learning experiences and development pathways
- Accessibility support and reasonable accommodation for applicants with disabilities
- Drug-free and smoke-free workplace