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Insurance Assistant Resume Samples
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0-5 years of experience
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.
0-5 years of experience
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
6-10 years of experience
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
10+ years of experience
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.
0-5 years of experience
- 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
0-5 years of experience
- 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.
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
- 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.
0-5 years of experience
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
0-5 years of experience
Processed commercial lines policy renewals including General Liability, Automobile Liability and Workers Compensation with a special emphasis on construction insurance.
- Assisted the Assistant Vice President and Senior Vice President on client renewals including completion of applications and working directly with underwriters to place business.
- Provided assistance in claim reviews and submissions.
- Maintained renewal list to ensure policies and/or binders were issued and received on time.
- Proactively provided support for the Insureds applications, renewal information, invoices and any other required documents.
- Maintained Schedule of Values, Loss Runs, Vehicle, Equipment and Location Schedules and Insurance Summaries.
- Handled and maintained accounts for Builders Risk, Owners' and Contractors' Protective Liability, Railroad Protective Liability, Contractor Controlled Insurance Programs, Owner Controlled Insurance Programs.
- Serviced client accounts including issuance of Certificates of Insurance and Auto ID Cards.
0-5 years of experience
Sent out submissions and reviewed quotations from underwriters
- Processed insurance certificates
- Assisted Seven brokers on existing and expiring accounts
- Reviewed Policies then gave to broker for final reviewed
- Processed Insurance Certificates
- Created weekly and monthly reports for Brokers and Team Leader
0-5 years of experience
Prepared out of pocket documents for home owners in case their insurance didn't cover the damage.
- Wrote proposals and endorsements for the insurance company.
- Set up home owner's claims.
- Proficient in QuickBooks and Google Docs.
- Communicated daily with customers and insurance adjusters regarding insurance claims.
10+ years of experience
- Evaluated Client Insurance policies
- Maintained Certificate of Insurance database
- Maintained and produced all Automobile Insurance cards
- Supervised Department of Word Processing
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