Insurance Assistant Resume Samples
4.6
(76 votes) for
Insurance Assistant Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the insurance assistant job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
Craft your perfect resume by picking job responsibilities written by professional recruiters
Pick from the thousands of curated job responsibilities used by the leading companies
Tailor your resume & cover letter with wording that best fits for each job you apply
Resume Builder
Create a Resume in Minutes with Professional Resume Templates
CHOOSE THE BEST TEMPLATE
- Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS
- Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES
- Instantly download in PDF format or share a custom link.
SR
S Rolfson
Shanny
Rolfson
16021 Schiller Flats
Los Angeles
CA
+1 (555) 362 0014
16021 Schiller Flats
Los Angeles
CA
Phone
p
+1 (555) 362 0014
Experience
Experience
Houston, TX
Entry Level Insurance Assistant
Houston, TX
Turner-Rempel
Houston, TX
Entry Level Insurance Assistant
- Create work orders for various processes for Underwriter or Underwriter Assistant to follow up on
- Perform data entry task from a paper and/or document image; Utilize system functions to perform data lookup and validation
- Perform duties and special requests as assigned by Team Leader and Manager
- Support financial results by minimizing site waste and rework
- Perform other tasks as assigned
- Document Indexing: Identify objective data and enter ("key what you see") at a high level of productivity and accuracy
- Review and process confidential and extremely time-sensitive information
Los Angeles, CA
Insurance Assistant
Los Angeles, CA
Roberts-Lockman
Los Angeles, CA
Insurance Assistant
- Open and close files. Work with Office Manager with data quality
- Performs other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying
- Perform other related support duties as requested, such as answering phones, assisting customers, scanning, photocopying, check and invoice processing
- Perform other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning and photocopying
- Work in the legal department as an administrative assistant
- Work with Manager with data quality
- Perform other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying
present
Boston, MA
Bilingual Insurance Assistant
Boston, MA
Purdy-Haag
present
Boston, MA
Bilingual Insurance Assistant
present
- Assist in obtaining Premium Finance Quotes
- Spreadsheets, Word documents and database management (NPT)
- Accounting Reconciliation and clearance of Finance Requests
- Ensure accuracy and timely issuance of client documentation including: binders, certificates of insurance, invoices, policies, Auto ID Cards, endorsements and mid-term adjustment
- Maintain electronic file system for scanned policies & email documentation
- Catalogue files for off-site storage
- Maintain proper records for reporting and audit purposes
Education
Education
Associate’s Degree in Quality Control
Associate’s Degree in Quality Control
University of Florida
Associate’s Degree in Quality Control
Skills
Skills
- Dependability, attention to detail, ability to follow/interpret procedures, and employ reason to accomplish non-routine tasks and duties
- Dependability, attention to details, and ability to follow/interpret procedures
- Ability to effectively exchange routine and non-routine information verbally and in writing and apply knowledge of the department's policies and procedures
- Proficient in Microsoft Word, Excel, PowerPoint and Outlook
- Professional phone etiquette
- Excellent verbal and written communication skills
- Problem solving ability
- Good written communication skills
- Verifies information for accuracy/appropriateness and follows up with others for missing or questionable data
- Knowledge of administrative procedures and software applications (such as Microsoft Office Word, Excel, PowerPoint, etc.)
15 Insurance Assistant resume templates
Read our complete resume writing guides
1
Insurance Assistant Account Manager Resume Examples & Samples
- Be able to read and insurance policies
- Related professional designations preferred
- Requires ability to meet deadlines without sacrificing accuracy and attention to detail
- Ability to work independently, multi-task and problem solve
- Proficiency in Microsoft Office programs, including Excel
- Experience with a client management database such as Epic
- Desire to learn with the expectation to grow into an Account Manager role
2
Insurance Assistant Resume Examples & Samples
- Excellent communication skills, both written and verbal with a high level of attention to detail
- Excellent IT skills using Microsoft Office including Word, Excel, Access, PowerPoint and Outlook
- Experience of effectively prioritising work to deadlines and working under pressure
- Able to use own initiative and offer sensible solutions to day to day problems
- Experience of analysing and interpreting data and compiling management/progress reports
- Highly effective interpersonal skills including the ability to empathise with staff needs
3
Commercial Insurance Assistant Resume Examples & Samples
- Receives and processes client requests and reviews documentation for routine policy changes, additions, deletions, renewals or cancellations
- Coordinates client information with Broking Team (Broker, Associate Broker / Broking Coordinator) to initiate renewal process
- Receives policy contracts from Broking Team, provides first level review to ensure apparent client needs have been met
- Under the direction of the principle Account Executive, services existing programs, defines routine risk exposure and provides first level advice on general policy coverage
- Prepares client service summaries, program reports and client survey information for review by Service Team Management
- May supervise the day to day administrative activities of the Account Coordinators/ Broking Coordinators and/or administrative members of the service team
- Reviews endorsements, cover notes and certificates of insurance produced by the Broking Coordinator to ensure their accuracy and completion in support of the team’s service plan
- Handles and services an assigned book of accounts
- Leads by example by demonstrating and sharing with all lines of business the importance of best practice; and
- Minimum one (1) year of commercial insurance experience
- Must have strong computer skills and be proficient with the Microsoft Office Package
- Previous experience with First Nations and Realty business an asset
4
Insurance Assistant Resume Examples & Samples
- Processes applications, determines eligibility, and issues or declines coverage
- Ensures correct processing guidelines are used for each application, change, and update received from clients
- Orders system letters for missing information and approvals, creates free form letters, and ensures that proper documentation is recorded
- Manages tasks according to guidelines to meet departmental standards, based on turnaround time, quality and production standards and client/carrier specific guidelines
- Experience of 1 year in a professional office environment
- Excellent organizational and time-management skills to handle multiple tasks and prioritize effectively
- Detail oriented to ensure accuracy
5
Senior Insurance Assistant Resume Examples & Samples
- Change processing: Make changes to eligibility records according to policy guidelines
- Identifies and escalates complaints and exception processing
- Handle a variety of system and management reports
- Mentor and provides feedback to colleagues
- Performs follow up process as needed by matching issuance output to files and verifying correspondence
- Communicates with colleagues and clients to obtain or provide information
- Manages tasks according to guidelines to meet departmental standards. based on turnaround time, quality and production standards and client/carrier specific guidelines
- Excellent computer skills and the ability to navigate through multiple systems without assistance
6
Senior Claims Insurance Assistant Resume Examples & Samples
- 2-4 years of industry experience required
- Administrative/clerical experience preferred
- Knowledge Outlook and other Microsoft products
7
WC Insurance Assistant Resume Examples & Samples
- Open and scan incoming mail. Process incoming mail. Process outgoing mail
- Serve documents
- Perform other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying, and ordering supplies
- Answer phones
8
Insurance Assistant Resume Examples & Samples
- Perform other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying, and insurance check processing
- Effective organizational, interpersonal, and communication skills required to help resolve routine problems, answer general questions, and know when to escalate more complex issues
- High school diploma (or equivalent) and 1-2 years of customer service and/or administrative experience
9
Insurance Assistant Resume Examples & Samples
- Review, evaluate and categorize incoming documents; verifies information for accuracy/appropriateness and follows up with others for missing or questionable data; prepares and assembles documents for additional handling by other associates or for distributing to outside contacts
- Enter and retrieve information of varying complexity using computer systems and applications to update records, obtain information for others and respond independently to most questions and problems
- Use intermediate skills and business knowledge to prepare insurance forms/documents (identification cards, certificates, endorsements, schedules, etc.), correspondence and process other insurance transactions to provide customer service and support efforts to acquire and retain profitable business
- Provide informal guidance to less experienced associates and provides back-up support in the absence of others
10
Insurance Assistant Resume Examples & Samples
- Effectively manages deadlines
- Enters data in internal databases
- Generates and formats standard legal documents
- Performs other related administrative support duties as requested
- Strong attention to detail and ability to follow/interpret procedures
- Excellent computer skills, including the Microsoft suite of applications and Adobe
- Excellent communication skills, both oral and written, to communicate effectively
- Detail and service oriented
11
Insurance Assistant Resume Examples & Samples
- Reviews, evaluates and categorizes incoming documents; verifies information for accuracy/appropriateness and follows up with others for missing or questionable data; prepares and assembles documents for additional handling by other associates or for distributing to outside contacts
- Enters and retrieves information of varying complexity using computer systems and applications to update records, obtain information for others and respond independently to most questions and problems
- Uses intermediate skills and business knowledge to prepare insurance forms/documents (identification cards, certificates, endorsements, schedules, etc.), correspondence and process other insurance transactions to provide customer service and support efforts to acquire and retain profitable business
12
Insurance Assistant Resume Examples & Samples
- Place outbound calls for leads and offering a companion policy or new business policy, transferring to a licensed agent
- Contact new business customers or existing customer and offer a cross sell
- Reviews, evaluates and categorizes incoming/outgoing documents; verifies information for accuracy/appropriateness and follows up with others for missing or questionable data; prepares and assembles documents for additional handling by other associates or for distributing to outside contacts
- Uses intermediate skills and business knowledge to retrieves information of varying complexity using computer systems and applications to update records, obtain information for others and respond independently to most questions and problems
- Performs other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying and verifying policy details
- Intermediate level of skill required to open, create and modify various documents using the Microsoft Office suite (e.g., documents, spreadsheets, e-mail, etc.) and enter/retrieve information using various applications/systems
- Ability to effectively exchange routine and non-routine information verbally, in writing and apply knowledge of the department's policies and procedures
- High school diploma (or equivalent), 1-2 years of customer service and sales experience
13
Insurance Assistant Resume Examples & Samples
- Prepare and/or generate basic legal documents through use of templates
- Open and close files. Work with Office Manager with data quality
- Make outgoing phone calls to various parties in order to follow up for documents and other requested information
- Perform other related support duties as requested, such as answering phones and assisting clients, processing mail, assisting clients, scanning, photocopying, and check processing
14
Insurance Assistant Resume Examples & Samples
- Establish, organize, and maintain files and records
- Receive and respond to correspondence (some of which may be confidential); proofread, revise, and edit other materials for accuracy, thoroughness, and appropriateness
- Accept, screen, and route telephone calls. Resolve routine and non-routine administrative problems and answer inquiries. Greet and direct visitors, as appropriate, concerning activities and operations of department/division
- Arrange meetings and conferences, schedule interviews and appointments and perform other duties related to maintaining one or more individual schedules; coordinate travel arrangements
- Sort, screen, and distribute incoming and outgoing mail; prepares photocopies and facsimiles, and operates a variety of office equipment. May order and maintain supplies
- Ability to apply basic administrative skills to perform standardized duties (e.g., to create memos, reports, spreadsheets, exhibits for presentations, etc.)
- Use proper grammar, spelling, and punctuation when reviewing and/or editing documents for accuracy and completeness
- Maintain confidential information
- High school diploma (or equivalent) and Administrative experience, which may include successful completion of an administrative assistant certificate program
15
Insurance Assistant Resume Examples & Samples
- Open the incoming mail, route mail to the appropriate associate, prepare outgoing mail (USPS & UPS), go to the post office, utilize and maintains the Pitney Bowes mail machine
- Answer the telephones and route calls
- Assist visitors
- Review and process vendor invoices
- Enter data ensuring accuracy
- Support customer service needs
- Prepare closed files for warehousing and retrieve files
- Prepare documents for mailing and follow up
- Back up the Legal Calendar Clerk (enter court dates, run daily court calendar)
- Copy and scan legal documents. Copy data onto Discs and thumb drives
- Setup conference rooms
- High school diploma (or equivalent) and 1-2 years of customer service and/or administrative experience. Law office experience a plus
- Knowledge of standard office equipment and computers
- Lifting approximately 25 – 35 lbs. (boxes of files and copy paper)
16
Insurance Assistant Resume Examples & Samples
- Open the incoming mail, route mail to the appropriate associate, prepare outgoing mail (USPS & UPS), go to the post office, utilize and maintain the Pitney Bowes mail machine
- Files documents in hard files
- Maintain an orderly file room and files back files
- Prepare closed files for shipment
- Take office supply inventory, order office supplies, unpack supply order
- Assist with data quality reports
- Perform other related support duties as requested, such as answering phones, answering the door bell, meeting and greeting clients and service vendors, prepares conference rooms for meetings
17
Insurance Assistant Resume Examples & Samples
- Reviews, evaluates and categorizes incoming documents
- Verifies information for accuracy/appropriateness and follows up with others for missing or questionable data
- Prepares and assembles documents for additional handling by other associates or for distributing to outside contacts
18
Insurance Assistant Resume Examples & Samples
- Reviews, evaluates and categorizes incoming documents; verifies information for accuracy
- Performs various support duties and processes insurance transactions, such as responding to internal and external requests for information and preparing documents, policy information and files for additional handling by other associates
- Follows procedures and applies intermediate-level administrative skills and business knowledge to prepare insurance forms/documents (identification cards, certificates, endorsements, schedules, etc.), correspondence and process other insurance transactions to provide customer service and support efforts to acquire and retain profitable business
- Enter and retrieve information using various applications/systems
- Ability to effectively exchange routine and non-routine information verbally and in writing, and to apply knowledge of the department’s policies and procedures
- Associate's degree or equivalent plus a minimum of 1-3 years of insurance work experience and customer service experience preferred
- Dependability, ability to follow/interpret procedures and accomplish routine and non-routine tasks
- Intermediate computer skills required, proficiency with Microsoft Office applications preferred (to include Word and Excel)
- Able to adapt to competing priorities, detail-oriented, execution-focused
- Excellent analytical skills to ensure accuracy and integrity of data presented
- Excellent interpersonal and communication skills to interact with sales, service, internal and external customers
- Strong critical thinking and problem solving skills
- Demonstrates innovation and creativity to support continuous improvement
19
Insurance Assistant Resume Examples & Samples
- Reviews, evaluates and categorizes(formatting) incoming documents; verifies information for accuracy/appropriateness and follows up with customers for missing or non-compliant forms
- Enters and retrieves information of varying complexity using computer systems and applications to update records (Missing pages, AIB Tasks, Combine Billing requests), obtain information for others and respond independently to most questions and problems
- Performs other related support duties as requested, such as answering phones, processing mail, scanning, and indexing forms
20
Insurance Assistant Resume Examples & Samples
- Contact new business customers to welcome them to Liberty Mutual and thank them for their business
- Review, evaluate and categorize incoming/outgoing documents: verify information for accuracy/appropriateness and follows up with others for missing or questionable data; prepares and assembles documents for additional handling by other associates or for distributing to outside contacts
- Use intermediate skills and business knowledge to retrieve information of varying complexity using computer systems and applications to update records, obtain information for others and respond independently to most questions and problems
- Use effective communication and sales skills to generate cross sell leads
- Perform other related support duties as requested, such as answering phones, processing/prioritizing mail (both electronic and physical mail), assisting customers, scanning, photocopying and verifying/updating billing information
- High School diploma (or equivalent) with 1-2 years of customer service and sales experience
- Intermediate level of skill required to open, create, and modify various documents using Microsoft Office Suite (e.g., documents, spreadsheets, email, etc.) as well as enter/retrieve information using various applications/systems
- Effective organizational, interpersonal, and communication skills required to help resolve routine problems, answer general questions, and recognize when to escalate more complex issues
- Ability to effectively exchange routine and non-routine information verbally and in writing in order to apply knowledge of the department policies and procedures in order to address customer needs
- Strong multi-tasking ability, flexibility and adaptability
- Some Sales Experience
- Bi-lingual a plus
21
Insurance Assistant / Technical Assistant Resume Examples & Samples
- Set-up prospect and customer files; set-up and process dead files; conduct miscellaneous filing
- Answers telephone and routes calls to others; operates fax machines, scanners, printers and copiers
- Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers
- Inputs prospect and customer data into applications
- Inputs information into agency management system
- Orders and prepares loss runs and motor vehicle reports as directed
22
Insurance Assistant Resume Examples & Samples
- Provide support to a Legal Office
- Perform support duties as requested, such as answering phones, processing mail, assisting clients, scanning, photocopying, check processing and new file openings
- Process invoices in a timely manner
- Working knowledge of how a legal office functions and being able to identify documents an asset
23
Insurance Assistant Resume Examples & Samples
- Answer phones and greet guests
- Open new files in Legal systems
- Processing vendor invoices for payment
- Processing incoming faxes
24
Insurance Assistant Resume Examples & Samples
- Process insurance transactions to provide customer service and support efforts to acquire and retain profitable business
- Handle Short Calendar markings and enter notes in computer system
- Process Caseflow requests and reclaim slips
- Process Scheduling orders
- Work with the Judicial Website
- Interact with the various courts regarding scheduling and file status
- Calendar and update court dates and enter orders received from the court in computer systems
- Perform other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning and photocopying
- Word processing skills in order to post notes
25
Insurance Assistant, Liberty Mutual Benefits Resume Examples & Samples
- Provides outstanding customer service to all telephone, electronic, and written inquiries. Conducts administrative services associated with processing functions, including financial and non-financial transactions
- Processes basic contract changes for all products in the policy administration system within time frames mandated by the department
- Uses skills and business knowledge to prepare insurance forms/documents (identification cards, certificates, endorsements, schedules, etc.), correspondence and process other insurance transactions to provide customer service and support efforts to acquire and retain profitable business
- Communicates via telephone and in writing with internal departments, sales offices and policyholders regarding policy inquiries and service requests as well as offering information on Liberty Life products
- Maintains policy information, schedule, assign or act on required follow-up in accordance with department guidelines
26
Commercial Insurance Assistant Resume Examples & Samples
- Assists insurance professional teams by performing miscellaneous clerical functions including but not limited to photocopying, faxing, scanning, word processing and filing
- Issues Certificates of Insurance and ID cards
- Handles routine inquires and transactions concerning policies and invoices
- Set up accounts via agency management system
- Be able to prepare and issue invoices
- Comply with office process & procedures including office agency management systems
- Identifies and resolves problems and assists on special projects as they come up
- Participate in office phone rotation
- Complies with the Marsh professional standards to ensure quality service to all clients
- Demonstrates proficiency in the use of company-sanctioned e-mail, word processing, and spreadsheet software, as well as in-house, proprietary financial and sales-reporting systems, and navigation within the Internet
- At least 6 months general office experience required, preferably with an insurance company or agency
- Insurance license strongly preferred or ability to obtain a Texas license upon request
- Detail oriented, ability to follow instructions, self-motivated, team oriented, ability to multi-task
27
Wc-insurance Assistant Resume Examples & Samples
- Opening Mail
- Answering Phones
- Mailing correspondence, service of documents
- General Office Assistance
- Scanning, copying
28
Insurance Assistant Resume Examples & Samples
- Work in the legal department as an administrative assistant
- Process mail, invoices and provide customer service and support the legal office
- Perform other related support duties as requested, such as answering phones, assisting customers, scanning, photocopying, check and invoice processing
29
Insurance Assistant Resume Examples & Samples
- Microsoft Office Word, Excel, PowerPoint,
- Organizational, interpersonal, and written and verbal communication skills
- Resolve routine problems, answer general questions, and know when to escalate more complex issues
- High school diploma (or equivalent)
- 1-2 years of administrative experience
30
Orange Legal Insurance Assistant Resume Examples & Samples
- Answer Phones
- Assist with WC and Civil Litigation Mail
- Outgoing Mail
- Send letters
- Prepare insurance forms/documents (identification cards, certificates, endorsements, schedules, etc.)
- Dependability, attention to details, and ability to follow/interpret procedures
31
Insurance Assistant Resume Examples & Samples
- Prepare Legal forms/documents
- Process vendor invoices
- Perform other related support duties as requested, such as answering phones, assisting attorneys and support staff, scanning, photocopying, and check processing
32
Office Insurance Assistant Resume Examples & Samples
- High School diploma or equivalent required. Associate degree with medical certification preferred
- Excellent typing skills (minimum 70 wpm)
- Well-developed communication skills, both written and oral. Is able to communicate effectively with individuals and groups representing diverse perspectives
- Prior healthcare experience or medical terminology class or knowledge of medical terminology, anatomy and physiology preferred
- Ability to add, subtract, multiply and divide
- Familiar with MS Office programs, to include Word and Excel
- Articulates and demonstrates commitment to the philosophy, values, mission and vision of MH
- Continually evolving and changing work priorities
- Occasionally exposed to wet and/or humid conditions; moving mechanical parts; toxic or caustic chemicals; risk of electrical shock and vibration
33
Insurance Assistant Resume Examples & Samples
- Prepare miscellaneous forms/documents (identification cards, certificates, endorsements, schedules, etc.)
- Perform other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying, efiling on Eportal website and insurance check processing
- Legal office experience preferred. Knowledge of legal documents (Subpoenas, notices, etc.)
34
Insurance Assistant Resume Examples & Samples
- Ensure accuracy and timely issuance of client documentation including: binders, certificates of insurance, invoices, policies, Auto ID Cards, endorsements and mid-term adjustment
- Create client files and updates filing documentation as required
- Prepare renewal files for Client Executives 90+ days prior to renewal
- Maintain proper records for reporting and audit purposes
- Ensure all insurance documents are current and correct
- Maintain electronic file system for scanned policies & email documentation
- Catalogue files for off-site storage
- Prepare correspondence/reports/other documents as needed with guidance from client team
- Accounting Reconciliation and clearance of Finance Requests
- May handle the mail service
- Assist in obtaining Premium Finance Quotes
- Comply with Marsh Excellence and Professional Standards to ensure quality service to all clients
- Spreadsheets, Word documents and database management (NPT)
- Identify and resolve problems
- Post secondary education or equivalent work experience (preferably with an insurance, financial services or professional services company)
- Good computer skills with proficiency in email, word processing and spreadsheet software, as well as a working knowledge of presentation software
- Results oriented with a strong client service focus
- Ability to work independently and within a team-based environment
- Ability to work in a fast-paced, dynamic environment with changing priorities
35
Bilingual Insurance Assistant Resume Examples & Samples
- Ensure accuracy and timely issuance of client documentation including: binders, certificates of insurance, invoices, policies, Auto ID Cards, endorsements and mid-term adjustment
- Create client files and updates filing documentation as required
- Prepare renewal files for Client Executives 90+ days prior to renewal
- Maintain proper records for reporting and audit purposes
- Ensure all insurance documents are current and correct
- Maintain electronic file system for scanned policies & email documentation
- Catalogue files for off-site storage
- Prepare correspondence/reports/other documents as needed with guidance from client team
- Accounting Reconciliation and clearance of Finance Requests
- May handle the mail service
- Assist in obtaining Premium Finance Quotes
- Comply with Marsh Excellence and Professional Standards to ensure quality service to all clients
- Spreadsheets, Word documents and database management (NPT)
- Identify and resolve problems
- Post secondary education or equivalent work experience (preferably with an insurance, financial services or professional services company)
- Good computer skills with proficiency in email, word processing and spreadsheet software, as well as a working knowledge of presentation software
- Results oriented with a strong client service focus
- Ability to work independently and within a team-based environment
- Ability to work in a fast-paced, dynamic environment with changing priorities
36
Insurance Assistant Resume Examples & Samples
- Uses intermediate skills and business knowledge to prepare documents, correspondence and process other legal transactions to provide customer service and support efforts to acquire the status of a case
- Performs other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying
- Provides back-up support in the absence of others
37
Insurance Assistant Resume Examples & Samples
- Support Attorneys and Secretaries
- Open and close files
- Work with Manager with data quality
- Perform other related support duties such as maintaining front desk, answering phones and assisting clients, processing mail-incoming and outgoing, assisting clients, scanning, photocopying, check processing and ordering supplies
- Complete electronic invoicing
38
Insurance Assistant Resume Examples & Samples
- Process other insurance transactions to provide customer service and support efforts to acquire and retain profitable business. Perform other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying, and insurance check processing
- Superior oral communications skills on the telephone
- Good written communication skills
- Problem solving ability
39
Insurance Assistant Resume Examples & Samples
- Three years of office experience or equivalent relevant experience
- Proficient in Microsoft Word, Excel, PowerPoint and Outlook
- Answer general questions, and know when to escalate more complex issues
- Friendly and outgoing personality
- Professional phone etiquette
40
Commercial Insurance Assistant Account Manager Resume Examples & Samples
- Coordinate the handling and servicing of assigned commercial insurance accounts with the Account Executives/Producers
- Provide support to the Account Manager/Producer on pre-renewal processes
- Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system input of each account
- Process certificate of insurance requests
- Maintain insurance carriers manuals and marketing materials as required
- Handle the administrative claims process
- Maintain cancellation/reinstatement system for commercial accounts
- Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose
- Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service
- Other responsibilities as assigned by Manager
- Related experience with commercial insurance
- Producers license or willingness to obtain license after hire
41
Insurance Assistant Resume Examples & Samples
- Possesses a high school diploma
- Some prior general office experience is required, preferably with an insurance company or agency
- Possesses fundamental knowledge of office databases and company-sanctioned presentation software
42
Insurance Assistant Resume Examples & Samples
- Processing new files that are received in the office
- Processing invoices and submit for payment
- Perform other related support duties as requested, such as answering phones, processing both electronic and paper mail, assisting customers, scanning, photocopying, and insurance check processing
43
Insurance Assistant Resume Examples & Samples
- Prepare forms/documents
- Process outgoing mail
- Perform other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying
- Processing a large volume of incoming mail and efiling pleadings on the Florida Court Portal
- High school diploma (or equivalent) and 1-2 years of legal office or administrative experience
- Knowledge of legal documents preferred
- Strong organizational skills and ability to work with high volume
44
Insurance Assistant Resume Examples & Samples
- Set up paper and electronic folders
- Maintain Marsh Excellence, paper files and electronic folders
- Log in submissions into Marsh Excellence and send to underwriters
- Assist with meeting preparations
- Obtain, check and transmit punitive wrap quotations, binders and policies
- Confirm compensation with the broker and ensure fees are invoiced and received
- Invoice processing and track that premiums are paid by due dates
- Responsible for following up on any open items, subjectivities or policies
- Monitor the receipt of policies from insurers
- Check the accuracy of policies and request any corrections
- Transmit policies to client and Marsh team
- Archives information as necessary
- Comply with Marsh Professional Standards and Compliance
- Two years’ relevant experience would be an asset
- Proficiency using Microsoft Office Suites and Lotus Notes
- Must be able to manage changing priorities and have experience providing support to several professionals
- Attention to detail and accuracy is absolutely critical
- Must be able to work independently and within a team
- Must possess strong interpersonal skills, including superior written and oral communication skills
45
Insurance Assistant Resume Examples & Samples
- Support the Litigation and Coverage Group with various case opening and processing functions
- Draft a high volume of Litigation Holds for paralegal’s review. Release Litigation Hold upon closure of case and remove custodians from Litigation Holds, as requested by paralegal
- Audit published Litigation Holds on a routine basis, to ensure acknowledgement by custodians
- Process other insurance transactions, in order to provide customer service and support to group members
- Use company software applications and a large number of Litigation related systems to the fullest degree
- Utilize Microsoft Office for tracking case related data
- Assist with preparing files to send to Outside Counsel and uploading files to SharePoint sites
- Establish, maintain, and when necessary, organize files. Print, sort and scan standard case related documents
- Perform other related support duties as requested, such as answering phones, processing mail, assisting customers, scanning, photocopying, invoice processing and special projects, as assigned
- Dependability, attention to detail, and ability to follow/interpret procedures
- Knowledge of standard office equipment and word processing
- Strong technical skills
- High school diploma (or equivalent) and 1-2 years of customer service and/or administrative experience preferred
46
Insurance Assistant Resume Examples & Samples
- Perform support related duties as requested in field legal office. Duties include but are not limited to
- Answering phones, processing mail, assisting customers and clients, scanning and photocopying
- Opening Files
- Processing Invoices
- Logging of settlement and reimbursement checks
47
Commercial Auto Insurance Assistant Account Manager Resume Examples & Samples
- Process lost policy release forms; transmit correspondence to insured and carriers
- Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request
- Handle all client inquiries generated from calls in a call center environment
- Process endorsement requests and secure pricing from carrier if needed
- Manage account documentation including ERM 14 forms; send documentation to insured and follow up to ensure it was received and submitted to the carrier
- Maintain follow-up system with insurance carriers to ensure requests are processed timely
- Furnish underwriters with additional information as requested
- Pursue a program for personal and professional development
- Perform other specific duties and projects as assigned by management
- Provide sales support when the sales assistant is out of the office; this includes providing quotations and entering policy information into EPIC
- Daily management the agency interface system (download) and ensure all transactions are matched so revenue is recorded accurately by month end
48
Entry Level Insurance Assistant Resume Examples & Samples
- Document Indexing: Identify objective data and enter ("key what you see") at a high level of productivity and accuracy
- Update computer records on multiple local databases; Locate, retrieve, maintain, organize an assist users; Retrieve and/or archive documents
- Create work orders for various processes for Underwriter or Underwriter Assistant to follow up on
- Upload documents electronically to Insured’s Account files
- Review and process confidential and extremely time-sensitive information
- Ability to meet employer's attendance policy
- Must be able to sit, stand, and/or walk for long periods of time with or without accommodations
- Must be able to Type 40 + WPM
