Insurance Assistant Resume Samples

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Insurance Assistants work alongside Insurance Agents are perform tasks such as gathering information from clients, maintaining insurance records, preparing documentation, handling mail and correspondence, calculating insurance premiums and awards, and recommending claim actions. Qualifications such as good communication and negotiation skills, customer service orientation, research and attention to details are common experience in Insurance Assistant resume examples. Many candidates display a degree in a relevant field in their resumes, although no formal education is required for the role.

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1

Policy Analyst Insurance Assistant

Agency specialized in commercial property, auto, workers compensation, general liability, excess, and umbrella insurance

  • Managed new and renewal policies received from offices nationwide.
  • Managed assignments to a team of 20 internal and 4 external policy analysts within a 24 hour turnaround.
  • Analyzed new or renewal policies against the binder and the expired policy for accuracy.
  • Created underwriter reports weekly and communicated missing information to team leaders.
  • Created letters documenting contract and endorsement changes to client.
  • Handled phone and email inquiries from regional offices, identified and resolved problems.
Candidate Info
11
years in
workforce
2
years
at this job
2

Insurance Assistant

Verified Medicare, Medicaid and private insurance benefits, coverage and any required pre-certifications and/ or authorizations

  • Answered multi-line phone, scheduled and confirmed patients for upcoming appointments
  • Rescheduled missed appointments and collected co-pays for Medicare and private insurances
  • Filed claims with insurance companies using CPT & ICD-9 codes
  • Checked vision acuities and scribed in patients chart
Candidate Info
5
years in
workforce
7
months
at this job
HS
High School Diploma
C
Administrative Medical Assistant
3

Marketing Insurance Assistant

Assisted in the creation of submission and proposal documents

  • Researched and answered carrier questions and performed follow-up activities
  • Generated presentations, exhibits and charts
  • Updated and maintained marketing information
  • Prepared premium finance quotes/agreements and loss summaries
  • Attended carriers meetings and participated in negotiation process
Candidate Info
9
years in
workforce
9
years
at this job
BS
Business
4

Personal Sales Assistant and Insurance Assistant

Perform various support duties and processes for insurance transactions.

  • Reviewed, evaluated and categorized incoming documents to ensure accuracy and appropriateness of data.
  • Preparation of insurance forms and documents such as vehicle identification cards and policy endorsements to support acquisition and retention of profitable business.
  • Provided additional support to department including responding to customer inquiries, check processing and other various tasks.
  • Use of various computer applications to enter and retrieve necessary customer data.
  • Identified specific reason for customer inquiry and directed customer to appropriate department.
  • Provided guidance to other employees with less experience in a particular subject matter.
Candidate Info
23
years in
workforce
12
years
at this job
5

Insurance Assistant

  • Processed applications, determined eligibility, and issued or declined coverage
  • Ensured correct processing for each application, change, and update received from clients
  • Performed follow up process as needed by matching issuance output to files and verifying correspondence
  • Ordered system letters for missing information and approvals, created free form letters, and ensured that proper documentation was recorded
  • Communicated with clients and Marsh colleagues to obtain or provide information
  • Responded to customer inquiries in a timely manner
Candidate Info
9
years in
workforce
4
years
at this job
6

Insurance Assistant

  • Delivered superior service to underwriting partners by achieving and maintaining time service standards and supporting the Region’s growth, profit and retention goals.
  • Reviewed, evaluated and categorized incoming documents by verifying information for accuracy and appropriateness.
  • Entered and retrieved information of varying complexity using appropriate computer system applications to update records, process insurance applications and obtain information for others.
  • Responded effectively to internal and external requests for information and competently prepares documents, policy information and files for additional handling by other associates or for distributing to outside contacts.
  • Demonstrated open and positive behavior in support of operations’ goals of improved workflow processes and efficiencies.
  • Provided informal guidance to co-workers and back-up support in the absence of others.
Candidate Info
12
years in
workforce
1
year
at this job
7

Insurance Assistant

Reviewed policies for accuracy and assisted with insurance proposals

  • Collected renewal information
  • Provided internal clerical support
  • Participated in renewal strategy meetings
  • Secured Property and Casualty Insurance License
Candidate Info
3
years in
workforce
3
years
at this job
BA
Language Arts
8

Insurance Assistant

Managed calendar and scheduled appointments

  • Handled accounts payable and receivable
  • Prepared bank deposits & insurance documents
  • Controlled supplies and maintained office equipment
  • Answered and directed phone calls
Candidate Info
21
years in
workforce
1
year
at this job
AAS
Associate of Applied Science
BS
Marketing
9

Insurance Assistant - Client Service Unit

  • Managed all ad hoc and renewal insurance certificates and auto ID cards.
  • Prepared and submitted Invoice Control Forms for premiums, endorsements, audits, refunds and premium finance contracts.
  • Updated system policy headers and prepared placement files.
  • Liaised between service teams, clients, and processing centers.
  • Trained staff in certificate processing and evaluated work performance for completeness for accuracy.
Candidate Info
9
years in
workforce
4
years
at this job
C
Medical Coding / Billing
BA
Business Management
Business Administration
10

Insurance Assistant

Edited and verified coverage on Commercial Insurance auto and general liability claims

  • Communicated with other departments when information was missing or incorrect
  • Distributed incoming work to other staff members
  • Filed policy folders and assisted on various projects as needed
Candidate Info
1
year in
workforce
8
months
at this job
BA
Political Science
International Relations

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