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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on communication, compliance with insurance regulations, and the ability to process transactions accurately. Maintains an active Property & Casualty or Personal Lines license while pursuing ongoing product knowledge.
Highest-signal resume keywords
Customer Service ExperienceActive Property & Casualty LicenseInsurance Compliance KnowledgeStrong Communication SkillsMultitasking Ability
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 Transactions ProcessingTyping Speed of 20 WPMBasic Technical TroubleshootingResearch SkillsDigital Tools Proficiency
Soft Skills
Empathetic CommunicationRapport BuildingAttention to Detail
Certifications & Qualifications
Property & Casualty LicensePersonal Lines License
Industry Keywords
Insurance ComplianceRegulatory StandardsMember SatisfactionPerformance MetricsContact Center Experience
About the role
Key responsibilities & impact- Engage with members via phone, email, and other channels to assist with quotes, new policies, billing inquiries, underwriting questions, and policy changes.
- Build rapport and trust by asking thoughtful questions, understanding member needs, and offering accurate solutions to minimize transfers and escalations.
- Process insurance transactions such as endorsements, cancellations, and coverage updates while ensuring compliance with industry regulations and internal policies.
- Collaborate with insurance carriers and internal teams to resolve issues and provide timely, accurate information.
- Maintain required certifications and actively pursuing opportunities to grow product knowledge.
- Meet performance metrics related to service quality, responsiveness, and member satisfaction.
Requirements
What you’ll need- High School diploma or GED required; some college degree preferred.
- At least 6 months of customer service experience required (healthcare, retail, hospitality, food and service industry); some contact center experience is a plus.
- Strong written and verbal communication skills with a professional and empathetic tone.
- Ability to multitask across multiple applications while maintaining focus and accuracy.
- Must have an Active Property & Casualty or Personal Lines license
- Typing speed of 20 WPM with 90% accuracy.
- Solid understanding of insurance compliance and regulatory standards.
- Strong research and internet skills; quick learner across various subjects and systems.
- Basic technical troubleshooting skills and comfort with digital tools.
Benefits
Comp & perks- Medical, Dental & Vision Coverage with multiple plan options
- Telemedicine & Mental Health Support for convenient care
- Paid Time Off (PTO) that grows with your tenure
- 401(k) with Company Match to help you plan for the future
- Employee Assistance Program (EAP) with free counseling and wellness resources
- Company-Paid Life & Disability Insurance for added peace of mind
- Tuition-Free Business Degrees through Rochat School of Business for employees and eligible family members
- Voluntary Benefits including accident, critical illness, hospital coverage, and more
- Additional Perks like legal assistance, identity protection, and pet insurance
