Demonstrates expertise in client onboarding, billing management, and policy processing while maintaining compliance with industry standards. Strong organizational skills and effective communication abilities enhance client interactions and support agency goals.

Highest-signal resume keywords

Active Property & Casualty LicenseCustomer Service ExperienceCRM ProficiencyOrganizational SkillsDetail-Oriented

About the role

Key responsibilities & impact

Assist with setup of new accounts and ensure smooth client onboarding
Manage billing inquiries, payment processing, and follow-ups
Process endorsements, cancellations, reinstatements, and policy updates
Identify cross-selling opportunities and pass qualified leads to CAMs or Sales Agents
Maintain precise records in agency systems and ensure compliance with industry and agency standards
Provide timely, friendly, and professional responses to everyday client needs
Collaborate with Client Account Managers and Sales Agents to meet agency goals
Relieve CAMs of administrative tasks so they can focus on policy reviews and client relationships
Embody honesty, empathy, and hospitality in every client interaction

Requirements

What you’ll need

Active Property & Casualty License (or willingness to obtain)
Prior customer service or administrative experience (insurance preferred)
Strong organizational and multitasking abilities
Excellent written and verbal communication skills
Tech-savvy, with comfort in CRM and insurance management systems
Detail-oriented and process-driven, with a proactive mindset
Willingness to undergo an in-depth background investigation verifying clear criminal history
Ability to handle service requests by close of business, with exceptions resolved within 24 hours

Benefits

Comp & perks

Bonus based on performance
Competitive salary
Training & development
Fully remote work
Flexible schedules
Career advancement opportunities
Potentially flexible schedules and office culture

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Billing ManagementPolicy ProcessingClient OnboardingCross-SellingRecord Maintenance

Soft Skills

Excellent CommunicationEmpathyProactive MindsetMultitasking AbilitiesProfessionalism

Tools & Technologies

Insurance Management SystemsCRM Software

Certifications & Qualifications

Property & Casualty License

Industry Keywords

Client Account ManagementInsurance ComplianceAdministrative SupportService RequestsLead Qualification