Insurance Assistant Job Description

Insurance Assistant Job Description

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Insurance assistant provides seamless administrative support to supervisors and staff, including word processing, sorting mail, and maintaining office supplies.

Insurance Assistant Duties & Responsibilities

To write an effective insurance assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance assistant job description templates that you can modify and use.

Sample responsibilities for this position include:

Composes and types correspondence, memos, presentations, organizational charts, confidential materials
Initiate, establish, and communicate department meetings on behalf of the Senior Leader
Coordinates content from internal subject matter experts and prepares client ready deliverables on a regular basis
Maintains database information, such as mailing lists, vendors, client contacts, RSVP’s, in applicable formats
Manages individual expense accounts budgets for annual client events
Looking through weekly pending reports from Smart Office to identify problems and escalating problems as early as possible to avoid unnecessary delays
Manage & support the new products development which shall include formulation & designing of products specifications, pricing, T&Cs & launch plans
To do periodic competition mapping, distribution mapping & consistent evaluation for existing product upgrade opportunities aimed to increase customer value proposition & sales
Implement sales promotion plans & strategies
Design, Create, launch, execute sales contest & promotions for card sales team & Tele-marketing team

Insurance Assistant Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Insurance Assistant

Typically a job would require a certain level of education.

Employers hiring for the insurance assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Associates, General Education, Business, Management, Finance, Marketing, Accounting, Healthcare, Communications

Skills for Insurance Assistant

Desired skills for insurance assistant include:

Administrative procedures and software applications
Department's policies and procedures
Especially Excel and Word
MS Office Suite
Presentation software
Experience with data entry and Microsoft Office Suite applications
Oracle
Personal lines coverages and markets
Standard office equipment and word processing
Cancellations

Desired experience for insurance assistant includes:

Handle assigned cases of new business and renew policies and ensure the policy contract, invoices and related administrative service are delivered within the service standard and operation procedures and guidelines
Handle complaints from internal and external customers
Prepare and consolidate reports to management
Recommend enhancement to system and conduct system testing
Support project and business initiatives as assigned by the Management
Responsible, detail minded and multi-tasking

Insurance Assistant Examples

1

Insurance Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of insurance assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance assistant
  • Makes travel arrangements for team members as needed
  • Prepare company appointment request forms for agents, using paper forms and electronic filing method
  • Communicate professionally by phone with Insurance companies, State Insurance Departments, Insurance carriers, branch offices, and inter-agency departmental staff such as accounting
  • Process state license renewals using paper forms and electronic forms method
  • Scan and updated license copies to OneApp agency system update renewal expiration dates accurately
  • Accurately maintain and track all work thoroughly and post tracking disposition to OneApp Agency licensing system
  • Monitor OneApp Agency Alerts daily and perform all required licensing processes before deadlines occur
  • Accurately research NAIC, NIPR, and other Licensing and State based websites to determine proper procedures for licensing transactions and requests and changes
  • Assist with initial license applications and enrollments for pre-license classes for newly licensed producers, and schedule testing for state exams
  • Maintain office filing and information updates to OneApp agency system and ImageRight
Qualifications for insurance assistant
  • Ability to do multi-tasking and manage stakeholders and complex metrics
  • Proficient in both spoken and written English & Chinese
  • Hands on PC skill in using MS word, excel including Chinese Word Processing
  • 2-4 years underwriting support experience to including rating, policy issuance, endorsements and thorough understanding of Commercial Property and Casualty Insurance Coverage
  • Ability to open and sort mail, fax and scan documents as needed
  • Maintain office files and assist with warehousing outdated files when needed
2

Insurance Assistant Job Description

Job Description Example
Our company is looking to fill the role of insurance assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for insurance assistant
  • Follows procedures and applies intermediate-level administrative skills and business knowledge to prepare insurance forms/documents (identification cards, certificates, endorsements, schedules, ), correspondence and process other insurance transactions to provide customer service and support efforts to acquire and retain profitable business
  • Manage the daily operations of HCI and the services provided by the Risk & Insurance Department, while maintaining excellent customer service
  • Assists the executive(s) with preparing for meetings, to include preparing materials, obtaining materials in advance, distributing materials, and keeping the executive on schedule
  • Provides phone coverage and screens/triages calls and voice mail
  • Optimizes travel arrangements (transportation, accommodations, agenda) based on the executive’s travel needs and preferences
  • Prepares, updates and organizes information for inclusion in huddle boards, reports, correspondence, presentations, budgets, Edits documents for accuracy, format and arrangement of material
  • Sorts, screens and distributes incoming and outgoing mail for the executive(s)
  • Must be dependable, pay attention to details, and have ability to follow/interpret procedures
  • And other duties as assigned to support broker and service team
  • Run reports and communication with branch offices
Qualifications for insurance assistant
  • Basic knowledge within the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Dependability, attention to detail, and ability to follow standard procedures to accomplish routine tasks
  • Ability to open, create and modify routine documents and enter/retrieve basic information from various applications and systems
  • Ability to exchange basic information verbally and in writing
  • Knowledge of insurance terminology desired
  • Minimum of 1 year of experience in a professional office environment
3

Insurance Assistant Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of insurance assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance assistant
  • Conduct audits of branch and individual licenses for compliance
  • Answer basic licensing and insurance placement questions
  • Assist in the development and delivery of webinars and conference calls
  • Assists with short time frame deadlines associated with acquisitions
  • Agency Onboarding
  • Quote and print finance agreements and process them according to office procedures
  • Take insured clients’ requests for certificates, print certificates and mail or fax as needed
  • Assist in keeping client and policy information in Vision up to date according to office procedures
  • Assist in billing transactions
  • Attend office meetings as necessary
Qualifications for insurance assistant
  • Dependability, attention to detail, and the ability to follow/interpret procedures are a must
  • Effective organizational, time management, adaptability, flexibility, multi-tasking, and communication skills are necessary
  • No phone work whatsoever
  • Open and scan incoming mail
  • Prepare insurance forms/documents (identification cards, certificates, endorsements, schedules)
  • Use intermediate skills and business knowledge to prepare insurance forms/documents (identification cards, certificates, endorsements, schedules, ), correspondence and process other insurance transactions to provide customer service and support efforts to acquire and retain profitable business
4

Insurance Assistant Job Description

Job Description Example
Our innovative and growing company is hiring for an insurance assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance assistant
  • Proof standard communications and insurance review reports
  • Optimum screening of incoming communications and routing and follow-up
  • Communications with both internal and external contacts
  • Collection of policy and appraisal information and the preparation of summaries of insurance
  • Documentation of the insurance review activities in Sales Force
  • Preparing spreadsheets and power point presentations
  • Organization and maintenance of department physical and computer files
  • Timely and thorough preparations of expense reports
  • Perform research and analysis on competitor’s products, including product features and pricing comparisons
  • Assist with developing and maintaining competitive information for the wholesaling team
Qualifications for insurance assistant
  • Must have mathematical skills and the ability to interpret and execute underwriting instructions accurately
  • Copy and scan legal documents
  • Lifting approximately 25 – 35 lbs
  • Strong knowledge of Microsoft Excel and PowerPoint and Data Management procedures
  • An analytical mind with a solution driven approach
  • Willing to stretch long hours to support business needs
5

Insurance Assistant Job Description

Job Description Example
Our company is looking for an insurance assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for insurance assistant
  • May assist client representatives with gathering of information for preparation of renewal specifications, transparency documents, proposals, and premium allocations
  • May assist with communication of international network on administration of global programs
  • Work within the CSA Product team
  • Support the Senior CSA Product Manager to manage the performance of the CSA product range in line with Services commercial objectives
  • Support in margin control and analysis of existing CSA product performance, setting recommended proposition pricing for channel partners
  • Lead detailed end to end CSA proposition design and execution plans, regular trading and effectiveness meetings with key channel partners in particular UK&I
  • Support in production of detailed business cases and investment appraisal including presentations up to Services senior management
  • Previous product management experience preferably within an insurance and warranty environment
  • Experience in leading change and demonstrated ability to accomplish results and meet deadlines and commitments
  • Good ability to work within a commercial team, demonstrating a collaborative style and building trust to energise and inspire colleagues to deliver their common objectives
Qualifications for insurance assistant
  • Intermediate level of skill required to open, create and modify various documents using the Microsoft Office suite (e.g., documents, spreadsheets, e-mail, ) and enter/retrieve information using various applications/systems
  • Intermediate level of skill required to open, create, and modify various documents using Microsoft Office Suite (e.g., documents, spreadsheets, email, ) enter/retrieve information using various applications/systems
  • High School diploma, AA or college degree preferred
  • Experience working in a paperless environment a PLUS
  • Study reports and compare to previous reports
  • Excellent communication and organizational skills, with the ability to prioritize tasks and to handle multiple tasks simultaneously

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