Insurance Associate Resume Samples

The main duty of an Insurance Associate is to take responsibility for performing a variety of administrative, clerical, and functional duties typically relating to the insurance department. While duties vary based on the type and size of the facility, the following are certain core duties that are listed on the Insurance Associate Resume – filling applications for insurance policies, calculating premiums for customers, solving doubts of customers; keeping track of customer’s payment and non-payment, participating in preparing training documents, receiving incoming calls, making outbound calls to other departments, handling administrative issues, meeting up-selling and cross-selling goals; and conducting all other tasks as needed.

Those seeking to make a career in this line should denote on the resume the following skills and abilities – strong selling skills, knowledge of various insurance products and services, relevant software proficiency, prior work experience, and telephone mannerism. Formal education beyond a high school diploma is not a must.

Insurance Associate Resume example

Insurance Associate Resume

Summary : Currently seeking an Insurance Associate position that would implement social and interpersonal skills. Excellent working knowledge using ADP (Automatic Data Processing), Envision, Quick Books, Microsoft Excel, Microsoft Outlook, Microsoft Word, and many other Windows's based applications.

Skills : Microsoft Word, Insurance SKills, Communication Skills.

Description :

    1. Registered patients for clinical, same-day surgery, and emergency room services.
    2. Entered insurance and billing data into the Hospital program.
    3. Verified and recertified insurance information for same-day surgery and Clinical services.
    4. Utilization of Microsoft Word, Excel, Medicare Main Frame, and Ameritech Systems.
    5. Communicate with dealerships and Customers - Handle Insurance for all Buildings/ Facilities Worldwide.
    6. Conducted on-site education of employees regarding benefits offered, one on one meetings to explain the difference.
    7. Big emphasis placed on people skills and ability to teach insurance basics and maintaining a positive relationship with company owners and employees.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma


Insurance Associate Resume

Headline : Driven individual with customer service professional skills seeks employment with a growing company. Flexible and versatile - works well under pressure through a sense of humor when appropriate, to alleviate the stress.

Skills : Microsoft Excel, Management Skills.

Description :

    1. Facilitated a fast-paced and dynamic entrepreneurial environment.
    2. Executed training programs.
    3. Screened personal and business calls and directed them to the appropriate party.
    4. Led staff and vendors in providing a high level of service for owners and guests.
    5. Answered a high volume of phone calls and email inquiries.
    6. Filed paperwork and organized computer-based information.
    7. Maintained appropriate filing of personal and professional documentation.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS


Insurance Associate Resume

Objective : Seeking an Insurance Associate position that will harness the knowledge, and challenge that knowledge to help grow into an even more effective manager.

Skills : Microsoft Excel,  Computer Skills.

Description :

    1. Responsible for filling out health insurance forms for patients deductible, out of pocket, and co-insurance information.
    2. Frequently called a number of different health insurance groups, and various others to find out if the patients can be billed for their medical supplies through their plan or through their pharmacy.
    3. Demonstrated completion of tasks in a timely and efficient manner.
    4. Provided strategic consultation and design custom packages for clients seeking insurance policies.
    5. Built relationships and provide support.
    6. Researched and updated customer service and cash management insurance payment errors by thorough document review and callouts to agencies and carriers.
    7. Managed property, liability, workers compensation, litigation, and executive risk claims on a daily basis as well as quarterly reporting.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Managment

Insurance Associate Resume

Objective : Dedicated and accomplished Insurance Associate professional with a broad background of sales and management experience in multiple career fields. Highly analytical and organized with a demonstrated ability to improve efficiency and effectiveness of programs.

Skills : Auditing Insurance Claims, Managerial, and Hiring Associates.

Description :

    1. Front-end claims processor and customer service associate for the Casualty, Estate, Trust, and Annuity Third-party liability team.
    2. Worked on behalf of the Agency for Healthcare Administration or Medicaid for subrogation Process and analyze all incoming claims manually.
    3. Day to Day experienced in computer and excel knowledge Investment experience with Charles Schwab.
    4. Conducted discovery in professional and products liability insurance disputes.
    5. Drafted coverage letters, researched bad faith law, drafted and argued motions, and prepared for trial.
    6. Licensed to broker Auto, home, life, and health insurance Sales leader Office management skills gained.
    7. Handled complaints and office needs Handle claim process for clients.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BS in Business

Insurance Associate Resume

Objective : Looking to obtain a challenging Insurance Associate position with a rewarding career path and opportunity for growth based upon demonstrated results.

Skills : Patient Scheduling, Ekg, Parental Injection, Vitals, Veinpunture.

Description :

    1. Processed and recorded new insurance policies and claims.
    2. Corresponded with insured or agent to obtain information or inform them of account status or changes.
    3. Reviewed and verified data, such as age, name, address, and principal sum and value of the property on insurance applications and policies.
    4. Notified the insurance agent and accounting department of policy cancellation.
    5. Organized and worked with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or canceled.
    6. Calculated premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
    7. Examined letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and the effects of changes.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BBA

Insurance Associate Resume

Objective : A highly organized and efficient team player with a reputation for integrity, dependability, and a strong work ethic. Flexible and versatile team player who will work hard and excel in any environment.

Skills : Multitasking, Delegation, Computer Literate, Microsoft Office Suite Proficient, Organization, And Filing, Clerical Experience, Strong Typist, Customer Service.

Description :

    1. Viewed client's FHA foreclosed homes, determine insurable damage, and file insurance claims on the client's behalf.
    2. Communicated professionally via email and phone to manage the claim process for the client.
    3. Reviewed claim settlement/denial for accuracy.
    4. Maintained and keep up-to-date knowledge of the foreclosure process.
    5. Problem solved alone and with other individuals to handle a file as efficiently as possible.
    6. Filed Hazard Insurance claims on behalf of the Mortgage Servicer on Foreclosure properties.
    7. Worked with Adjusters to obtain either a settlement or a denial.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
AA in Associates in The Arts

Insurance Associate Resume

Objective : Proficient in all aspects of office equipment. Great enthusiastic phone voice, scheduled patients for procedures, surgeries, Physician appointments. Demonstrated proficiency in decision making and team building.

Skills : Long History Scheduling, Receptionist Phone Skille, Multi-Line Phones.

Description :

    1. Managed sales and marketing of automobile and other insurance policies.
    2. Performed administrative responsibilities including coordinating with office staff, maintaining quality control, customer satisfaction, analyzing competitive price data and trends, and provided insurance and investment counsel to clients in an effort to gain commercial accounts.
    3. Filed HUD extensions (on behalf of the Mortgage Servicer) to allow more time to process the Insurance claim.
    4. Obtained computer printout of policy cancellations or retrieve cancellation cards from the file.
    5. Supervised social media marketing strategies.
    6. Reviewed customer feedback.
    7. Worked as a team of 15 and more to provide the highest level of service to customers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Insurance Associate Resume

Objective : Insurance Associate professional dedicated to effective team management and customer satisfaction. Seeking a management role. Skilled in training staff and establishing rapport with clients. Self-motivated with exceptional communication and computer capabilities.

Skills : Managing Skills, Customer Service, Patient Care.

Description :

    1. Answered a multi-line telephone.
    2. Input patient demographic information into the Compulink program.
    3. Retrieved insurance information and communicated with insurance companies to collect benefit information and authorization for treatment.
    4. Scheduled patients for appointments with two physicians.
    5. Pulled patient charts and prepared the charts for patients' appointments.
    6. Also greeted patients and checked them in for their appointments.
    7. Handled incoming calls from policyholders.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Insurance Associate Resume

Objective : Looking to obtain a challenging Insurance Associate position with a dynamic company where one can contribute to maximizing profitability, ensuring customer satisfaction, and reaching sales goals.

Skills : Sales, C, Consultative Selling.

Description :

    1. Included tracking and verifying insurance coverage on all loan/lease assets.
    2. Worked with customers, insurance agencies and regions to obtain insurance coverage.
    3. Answered all incoming calls and make outgoing calls from workflow requests.
    4. Entered/updated faxed insurance certificates, cancellations and reinstatements.
    5. Assisted with various projects and/or assignments as it relates to insurance as needed.
    6. Accountable for process control.
    7. Created strategies to develop and expanded existing customer sales, which resulted in 27% increase in quarterly sales.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business

Insurance Associate Resume

Objective : Responsible for Developing market research and investment theses to guide sourcing efforts, and alsoSourcing new investment opportunities based on investment themes and research.

Skills : Management, Foreclosure.

Description :

    1. Interviewed and screened prospective potential clients in the company database.
    2. Provided quotes as needed based on the client's request, and advised clients on the principles of our insurance policies.
    3. Provided training to junior staff members on the software program and spreadsheets used within the company.
    4. Responsible for communicating efficiently and effectively with underwriters for business-related inquiries and corrections.
    5. Performed compliance filing and daily deposits.
    6. Assisted Director with placement and management of insurance programs, including oversight of several major renewals.
    7. Supported Senior Claims Adjuster, verify and analyze data used in settling claims to ensure the validity of claims and proper procedure.
    Years of Experience
    Experience
    2-5 Years
    Experience Level
    Level
    Junior
    Education
    Education
    Associates of Applied Sciences in Human Services