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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in client intake processes, policy management, and insurance documentation while effectively communicating in both English and Spanish. Capable of managing high-volume tasks and maintaining accurate records within agency management systems.
Highest-signal resume keywords
Fluent In Spanish And EnglishInsurance Customer Service ExperienceAgency Management System KnowledgeQuoting And Renewals ExpertiseHigh-Volume Inbox Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Intake VerificationPolicy Binding WorkflowsDigital InvoicingCertificate Of Liability Insurance IssuanceWorkers' Comp Waivers GenerationQuoting Portals NavigationFinance Agreement PreparationOperational Detail GatheringCancellation Report PullingPayment Processing Assistance
Soft Skills
Friendly Phone DemeanorProfessional Email CommunicationPatient InteractionHonesty And TransparencyProcess-Oriented Learning
Tools & Technologies
Agency Management SystemCommercial Carrier Quoting PortalsDigital Payment PlatformsEmail Management ToolsAI Tools Familiarity
Industry Keywords
US Commercial InsuranceCoverage LimitsCertificatesRenewalsClient Records Management
About the role
Key responsibilities & impact- Receive and verify client intake forms
- Create and update client records in the agency management system
- Enter application details into commercial carrier and wholesaler quoting portals
- Call clients to gather missing operational details for underwriting
- Process carrier supplemental questionnaires and upload completed forms
- Monitor quoting progress and notify the agency owner when quotes are finalized
- Complete policy binding workflows with carriers
- Prepare finance agreements and track check deposits and clearance
- Issue digital invoices and payment links
- Support migration from the legacy finance system to the new digital platform
- Pull pending cancellation reports
- Make payment reminder calls and assist clients with payments
- Issue Certificates of Liability Insurance
- Prepare building permit certificate packages
- Add Additional Insured endorsements
- Generate Workers' Comp waivers and send them for signature
- Track renewals six weeks before expiration and re-engage clients
- Re-quote expiring policies and shop alternative carriers
- Manage the shared Gmail inbox
- Respond to routine inquiries and escalate owner-level items
- Handle calls in English and Spanish
- Route appointments and meeting requests to the front-desk assistant
- Maintain daily contact with the agency owner
Requirements
What you’ll need- Fluent spoken and written Spanish and English
- Ideally 2–5 years as an Insurance CSR, Administrative Assistant, or VA in US commercial insurance
- Working knowledge of coverage limits, certificates, quoting, and renewals
- Friendly, patient, and personable phone demeanor
- Clear, professional English email communication
- Ability to manage a high-volume inbox
- Fast, process-oriented learner who executes repetitive tasks consistently and accurately
- Honest, transparent, and willing to report mistakes promptly
- Printer and scanner highly preferred
- Familiarity with an agency management system and US carrier/wholesaler quoting portals is a nice-to-have
- Openness to using AI tools
- Business-casual attire for meetings
- Clean background, good camera, good microphone, and strong Wi-Fi
- Availability full-time, 9am to 5pm Eastern Time (EST/EDT)
Benefits
Comp & perks- 13th Month Bonus
- Permanent work-from-home / remote set-up
- Health insurance
- Dental insurance
- Mental health insurance
- Great starting salary
- Growth opportunity
- Performance-based raises
- Prizes and bonuses
- Supportive, flexible leadership
- Professional development journey
- Opportunity to shape a first-ever remote role
- Deepen commercial insurance expertise