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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client accounts within the insurance sector, ensuring effective communication and relationship management while utilizing AMS360 for accurate record-keeping and service delivery.
Highest-signal resume keywords
P&C Insurance LicenseL&H Insurance LicenseClient Relationship ManagementAMS360 ProficiencyInsurance Underwriting Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Account ManagementUnderwriting Information GatheringPolicy Changes HandlingRenewal Account ManagementRecord Maintenance
Soft Skills
Interpersonal SkillsCommunication SkillsOrganizational SkillsDetail-OrientedTask Management
Tools & Technologies
AMS360
Certifications & Qualifications
Active P&C Insurance LicenseActive L&H Insurance License
Industry Keywords
InsuranceCustomer ServiceCarrier RelationshipsCompetitive QuotesService Items
About the role
Key responsibilities & impact- Serve as the first point of contact for clients, providing prompt and professional service
- Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines
- Assist with gathering underwriting information and preparing submission materials
- Maintain strong carrier relationships to secure competitive quotes and solutions for clients
- Ensure successful renewal and retention of accounts through proactive service and relationship management
- Maintain accurate and up-to-date records in the AMS360 agency management system
- Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs
- Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately
- Report to the Operations Manager
Requirements
What you’ll need- 5+ years of experience in insurance, customer service, or a related field preferred
- Active P&C Insurance License or L&H Insurance License
- Active state-issued Insurance license (P&C and/or L&H) required
- Strong interpersonal and communication skills, both written and verbal
- Proven ability to manage multiple tasks and priorities in a deadline-driven environment
- Familiarity with AMS360 or similar agency management systems is a plus
- Detail-oriented with strong organizational skills
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance and AD&D
- FSA / HSA
- Accident insurance
- Critical illness insurance
- Hospital indemnity insurance
- Supplemental health insurance
- EAP
- Pet insurance
- 11 paid holidays
- Flexible PTO
- 401K