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Underwriting sales representative skills for your resume and career
4 underwriting sales 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.
- General office duties including customer service for private auto.
- Developed and maintained a high level of customer service.
2. Credit Decisions
- Communicated with customers and partners to explain rationale behind credit decision.
- Completed analysis of loan packages to deliver valid credit decisions.
3. Life Insurance
- Reviewed and processed new life insurance applications and premiums, worked directly with agents and vendors regarding application status and outstanding requirements
- Conducted phone interviews with the proposed insured to obtain personal and medical information to complete a life insurance application.
4. Origination
- Performed duties relating to the origination of residential first, second and equity credit lines on mortgage loans.
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What underwriting sales representative skills would you recommend for someone trying to advance their career?
Hank Boyd
Assistant Dean for Civic Engagement & Clinical Professor of Marketing, University of Maryland - College Park
first blush it might seem counterintuitive in that product knowledge used to be cardinal
skill, today's salesforce relies heavily on networking. Numerous academic papers lend
credence to this idea. Great people skills often trump wonkish knowledge about the
product line.
As we wade further into the 21st Century, environmental scanning (or better yet
the innate ability to read prospects) will remain pivotal. Exceptional salespeople
instinctively scan a prospective client's office noticing all the trappings. They are trying to find something they can comment upon, by doing so they can establish common
ground. Once a connection is forged, salespeople move out of the box of being pesky
interlopers into becoming valued associates.
Lastly, if you decide to embark on a career in sales never forget the tried-and-
true axiom of ABC - always be closing. This phrase means having the gumption to ask
for the business. While sales recruits might have congenial and bubbly personalities, if
they cannot look the prospect in the eye and ask for the business, they ought to find
another profession.
List of underwriting sales representative skills to add to your resume
The most important skills for an underwriting sales representative resume and required skills for an underwriting sales representative to have include:
- Customer Service
- Credit Decisions
- Life Insurance
- Origination
Updated January 8, 2025
