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Underwriting account representative skills for your resume and career

Updated January 8, 2025

1 min read

Below we've compiled a list of the most critical underwriting account representative skills. We ranked the top skills for underwriting account representatives based on the percentage of resumes they appeared on. For example, 27.2% of underwriting account representative resumes contained customer service as a skill. Continue reading to find out what skills an underwriting account representative needs to be successful in the workplace.

10 underwriting account representative skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how underwriting account representatives use customer service:

Responded promptly to customer service issues including premium remittance and delinquency.
Coordinated with brokers, sales representatives and clients to deliver superior customer service of Life, Accident and Disability policies.

2. Insurance Coverage

Here's how underwriting account representatives use insurance coverage:

Reviewed applications for insurance coverage, along with supporting documentation such as MVR's and CLUE reports to determine liability.
Work directly with insurance companies to verify insurance coverage, benefits and obtain authorization, estimate patient responsibility and calculate deposits.

3. Market Trends

Here's how underwriting account representatives use market trends:

Analyzed investment strategies across a variety of portfolios Monitored market trends on a daily basis Responsible for cold-calling potential clients
Review applications for coverage; except, exclude, or deny as needed Build and Maintain relationships with Agents Monitor Market Trends

4. Underwriting Guidelines

Underwriting guidelines are a set of rules and requirements an insurer provides to its agents and underwriters. The underwriter then uses these instructions to judge the prospective insured, whether to accept, modify or reject it. These guidelines help the insurers set the criteria for the customer and let them know the amount of money that should be offered to the client, or whether not to offer an insurance policy in the first place.

Here's how underwriting account representatives use underwriting guidelines:

Followed Underwriting guidelines consistently and accurately to ensure actions comply with internal and external regulatory underwriting.
Processed incoming and outgoing calls in order to communicate underwriting guidelines, practices and policies to customers.

5. Credit Card Payments

Here's how underwriting account representatives use credit card payments:

Accepted credit card payments, ACH payments and assisted members with questions regarding their bills.

6. Insurance Products

Here's how underwriting account representatives use insurance products:

Marketed various insurance products to retailers, wholesalers and risk managers developing professional relationships with nationally known insurance brokers.
Analyzed insurance products across multiple companies and advised prospective clients.

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7. Inbound Calls

Here's how underwriting account representatives use inbound calls:

Answered inbound calls and chat requests related to employment verification, career assistance, graduation and general university inquires.
Conducted outbound calls based on application information provided by clients and received inbound calls to obtain vital information for application completion.

8. Inspection Reports

An inspection report is a written document provided after a thorough evaluation of a specific procedure/ process.

Here's how underwriting account representatives use inspection reports:

Review inspection reports and other supporting documents for compliance with corporate guidelines and consistent risk based underwriting philosophy.
Release of loss control recommendations to insured and agents after meticulous and thorough analysis of retrieved policy inspection reports.

9. Insurance Policies

Here's how underwriting account representatives use insurance policies:

Analyze insurance policies & suggest additions or changes to benefit the client.
Facilitated the underwriting of Long-Term-Care insurance policies by tracking medical records, researching customer information, and communicating decisions.

10. Computer System

Here's how underwriting account representatives use computer system:

Asked appropriate questions and listened actively to identify specific questions or issues while documenting required information in computer systems.
Maintained member account information on Credit Union computer systems and insured that appropriate and accurate records are maintained.

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List of underwriting account representative skills to add to your resume

The most important skills for an underwriting account representative resume and required skills for an underwriting account representative to have include:

Customer Service
Insurance Coverage
Market Trends
Underwriting Guidelines

Credit Card Payments
Insurance Products
Inbound Calls
Inspection Reports

Insurance Policies
Computer System

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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Underwriting Account Representative Skills

Updated January 8, 2025

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