Insurance Assistant Resume Samples

Insurance Assistants assist the insurance agents in executing various tasks such as maintaining insurance records, preparing documentation and gathering information from clients. The job description template of the insurance Assistants describes the following duties – promoting and marketing new insurance contracts for the insurance company, creating pool of potential clients through cold calling and using referrals, evaluating financial status of the clients and suggesting the appropriate insurance policy, monitoring insurance claims, handling mail, calculating insurance premiums and contacting the clients to inform regarding pending premiums and new policies. They also support the clients during claim actions.

Skills and qualifications such as familiarity with various types of insurance plans, basic computer skills, and statistical analyzing capacities with demonstrable communicative traits are commonly seen in the Insurance Assistant Resume. Although no formal education is considered mandatory for this role, many candidates display a degree in the resumes.

Insurance Assistant Resume example

Insurance Assistant Resume

Objective : Lots of experience in many fields of work. Never late always on time. If given this experience to work.

Skills : Have A Lot Of Medical.

Description :

    1. Oversaw activities directly related to making products or providing services.
    2. Directed and coordinated activities of businesses or departments concerned with the production, pricing, sales, or distribution of products.
    3. Reviewed financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.
    4. Managed staff, prepared work schedules and assigned specific duties.
    5. Established and implemented departmental policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members as necessary.
    6. Determined goods and services to be sold, and set prices and credit terms, based on forecasts of customer demand.
    7. Monitored businesses and agencies to ensured that they efficiently and effectively provide needed services while staying within budgetary limits.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Medical Assisting


Sr. Insurance Assistant Resume

Summary : Service-oriented Coordinator with 6 years background in an Industrial se ing. Core competencies include team building, working closely with management team and Microsoft office skills as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.

Skills : Data Entry, Typing 55 Wpm, 10 key, 6 line phone system, Research data.

Description :

    1. Used computers for various applications, such as database management or word processing.
    2. Answered telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
    3. Collected and deposited money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
    4. Created, maintained, and entered information into databases.
    5. Operated office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
    6. Greeted visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
    7. Completed forms in accordance with company procedures.
    8. Scheduled and confirmed appointments for clients, customers, or supervisors.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Management


Jr. Insurance Assistant Resume

Summary : Dedicated and highly organized with the initiative to work creatively to identify and solve problems. Effective skills with experience in training, mentoring, motivating and assisting coworkers. Excellent communication skills with a propensity to work in a team environment.

Skills : Type 37 wpm.

Description :

    1. Prepared presentations and documents using MS PowerPoint and Word.
    2. Prepared documents for invoicing various lines of coverage, for transmitting invoices to clients.
    3. Maintained client contact for premium payments.
    4. Responsible for tracking binder policies, resolving billing issues, corresponding with clients, relaying Notice of Cancellation from carriers.
    5. Performed follow up for binder extensions, policies, and endorsements.
    6. Coordinated and scheduled meetings, including catering arrangements, securing conference rooms and special equipment as well as ground transportation.
    7. Received and processed payments, notified customers of past and present bills.
    8. Made daily cold calls, gave advice for insurance claims.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Planning

Insurance Assistant/Associate Resume

Summary : Work well with others, while also working efficiently on own. Seeking a permanent full-time Secretary/Administrative position that can make into a career with potential growth.

Skills : Secretarial, Administrative, Customer Service.

Description :

    1. Managed attorney's calendar through Legal Files i.e., schedule appointments coordinate depositions and appearances.
    2. Resolved scheduling conflicts with Attorney's approval.
    3. Used computer applications to the fullest degree.
    4. Answered select telephone inquiries based on knowledge of the case.
    5. Responded to written or telephone inquiries with a standard letter.
    6. Established maintains, and when necessary, revises attorney's files.
    7. Performed additional duties as requested such as: Arranges medical exams; Maintain lists of witnesses, Subpoenas, fees, etc.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
General Education

Insurance Assistant III Resume

Summary : Looking to become part of an innovative and progressive company, where can contribute to the growth of the business through own personal commitment and participation.

Skills : Microsoft Office.

Description :

    1. Processes applications, determines eligibility, and issues or declines coverage.
    2. Ensures correct processing guidelines are used for each application, change, and update received from clients.
    3. Performs follow up process as needed by matching issuance output to files and verifying correspondence.
    4. Orders system letters for missing information and approvals, creates free form letters, and ensures that proper documentation is recorded.
    5. Communicates with Marsh colleagues and clients to obtain or provide information.
    6. Responds to customer inquiries in a timely manner.
    7. Identifies process improvements and communicates recommendations to management.
    8. Manages tasks according to guidelines to meet departmental standards.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Insurance Assistant II Resume

Summary : Efficient, accurate and detail-oriented Personal Assistant who takes initiative and has an innate drive to succeed. Highly motivated to expand knowledge and skills.

Skills : Microsoft word, Excel, Quick Books.

Description :

    1. Evaluated leads obtained through direct referrals, lead databases and cold calling.
    2. Finalized sales and collected necessary deposits.
    3. Met with prospective customers and business owners in their homes, businesses and other settings to select or change insurance policies due to needs.
    4. Implemented improvements in manual and electronic billing procedures.
    5. Reported policy changes and company conditions affecting customer satisfaction.
    6. Provided an elevated customer experience to generate a loyal clientele.
    7. Documented all customer inquiries and comments thoroughly and quickly.
    8. Received and processed medical records requests and routed to proper department.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School Diploma

Insurance Assistant I Resume

Summary : Motivated and energetic administrative assistant with areas of expertise in travel arrangements and executive calendar. Proficient in MS Word, Outlook and Excel, office equipment maintenance and operation.

Skills : Technology, IBM SPSS, Microsoft Office Suite, Training & Development, Leadership, Team Leadership, Project Management, Implementation, Medical Records.

Description :

    1. Processed electronic insurance transactions attentively to provide excellent customer service.
    2. Effectively used knowledge of company administrative procedures and software applications to complete tasks.
    3. Drafted presentations and official documents for managerial staff.
    4. Trained and supervised newer team members as they assimilate into the department.
    5. Managed groups of 5-10 team members for various department-wide projects.
    6. Created and implemented an Excel based file storage database.
    7. Maintained the overall entry and analysis of 5,000 individual claims.
    8. Trained team members to effectively utilize Excel in order to navigate the database upon promotion.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Organizational Leadership

Insurance Assistant/Specialist Resume

Summary : Administrative Support Professional with over 20 years of diverse experience in the office environment. Detail oriented with strong organizational and communication skills and the proven ability to meet deadlines while multi-tasking and producing quality work.

Skills : Microsoft Office, Microsoft Word, Excel.

Description :

    1. Processed applications, determined eligibility, performed medical reviews, and issued or declined coverage in accordance with Carrier guidelines.
    2. Ensured processing of applications were within policy guidelines.
    3. Communicated trends and escalated issues as necessary with Team Lead and Supervisor.
    4. Verified correspondence and confirmed proper documentation was recorded.
    5. Analyzed and interpreted data and took appropriate action.
    6. Audited off shore team members' work and advised the correct course of action to taken.
    7. Monitored and maintained workflow to ensure department standards were met.
    8. Assisted in preparing documents for CIGNA and BCBS Audits.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
B.A. In Biology

Insurance Assistant/Consultant Resume

Summary : Seeking a position with a company that values dedication and personal growth of its employees; in return allowing to expand on knowledge and skills enabling to make a positive contribution to the company.

Skills : Mortgage Loan Officer, Loan Processor, Escrow Branch Manager and Marketing, Real Estate Sales.

Description :

    1. Evaluated leads obtained through direct referrals, lead databases and cold calling.
    2. Met with many existing and prospective clients each week to select appropriate insurance policies.
    3. Finalized sales and collected necessary deposits.
    4. Met with prospective customers and business owners in their homes, businesses and other settings.
    5. Implemented improvements in manual and electronic billing procedures.
    6. Reported policy changes and company conditions affecting customer satisfaction.
    7. Politely assisted customers in person and via telephone.
    8. Provided an elevated customer experience to generate a loyal clientele.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Fashion Marketing

Insurance Assistant/Coordinator Resume

Objective : Hands on team player, proficient in multi tasking and organization. Able to handle time sensitive matters and resolve customer/client service issues in a timely fashion with full customer satisfaction.

Skills : Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Windows.

Description :

    1. Secured and processed essential claims information as required by legal counsel.
    2. Researched and arranged requests for refund from Michigan Catastrophic Claims Association.
    3. Evaluated, reviewed and maintained accurate records of monetary resolutions.
    4. Handled the accounting and reconciliation spreadsheets for over payment of claims.
    5. Mitigated all internal and external client customer services needs.
    6. Obtained, prepared and organized all claims documentation for independent medical exams (IME) in accordance with policies and procedures.
    7. Maintained all necessary time lines within the claim process.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma