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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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[Insurance Assistant]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
