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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in broker support and operational workflow management, with a strong focus on meeting SLAs and KPIs. Proficient in utilizing tools like Salesforce and Microsoft Office to enhance the broker experience and streamline processes.
Highest-signal resume keywords
Broker Support ExperienceOperational Workflow ManagementService Interaction with Commercial TeamsProficiency in SalesforceKnowledge of Insurance Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operational Process ImprovementProposal Issuance MonitoringTicket Logging and TrackingQuality and Productivity KPI Management
Soft Skills
Effective CommunicationCollaboration with Internal Departments
Tools & Technologies
SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Insurance ManagementBroker ExperienceCommercial Team LiaisonUnderwriting Interaction
About the role
Key responsibilities & impact- Chat support for brokers, answering questions about non-auto products
- Monitoring the issuance of proposals, identifying pending items and working to resolve them within the operational workflow
- Reviewing and approving processes within established authority limits
- Liaising with internal departments and the commercial team to handle operational requests
- Meeting SLAs and quality and productivity KPIs
- Logging and tracking tickets and requests
- Supporting continuous improvement of operational processes and the broker experience.
Requirements
What you’ll need- Bachelor's degree preferably completed in Business Administration, Insurance Management, or a related field (preferred)
- Experience providing service and interacting with brokers, commercial teams, and underwriting (required)
- Knowledge of insurance across other lines of business (desired)
- Proficiency with Word, Excel, PowerPoint and Salesforce (desired)
Benefits
Comp & perks- Market-competitive compensation
- Flexible working hours
- Transportation allowance
- Meal allowance
- Food allowance
- Life insurance
