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What does an Insurance Assistant do?

Learn all about Insurance Assistant duties, skills and much more. Get expert advice on how to become an Insurance Assistant.

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 4 min read

An insurance assistant typically provides administrative support to insurance agents. This may include tasks such as scheduling appointments, maintaining files, and preparing reports. The insurance assistant may also be responsible for handling customer inquiries and processing insurance applications.

Insurance Assistant job duties include:

  • Answer customer inquiries regarding insurance coverage, claims, and billing
  • Process insurance applications and policy renewals
  • Update customer account information
  • Handle customer complaints and resolve issues in a timely manner
  • Verify accuracy of insurance documents
  • Maintain confidentiality of customer information
  • Follow up with customers to ensure satisfaction
  • Generate reports as needed
  • Perform other duties as assigned

Insurance Assistant Job Requirements

An Insurance Assistant typically needs at least a high school diploma, although some jobs may require postsecondary education, and must complete on-the-job training. Some states have certification requirements for Insurance Assistants. Experience in the insurance industry is helpful but not always required.

Insurance Assistant Skills

  • Analytical skills
  • Attention to detail
  • Communication skills
  • Computer skills
  • Customer service skills
  • Interpersonal skills
  • Organizational skills
  • Patience
  • Problem-solving skills
  • Research skills
  • Telephone etiquette

Related: Top Insurance Assistant Skills: Definition and Examples

How to become an Insurance Assistant

An insurance assistant is responsible for providing customer service and administrative support to an insurance company. As an insurance assistant, you will be expected to answer customer inquiries, process insurance applications, and maintain records. If you are interested in becoming an insurance assistant, here are a few tips to help you get started:

1. Obtain a high school diploma or equivalent. Many insurance companies require their employees to have a high school diploma or equivalent. If you do not have a high school diploma, you can still become an insurance assistant by completing a GED program or taking equivalent courses at a community college.

2. Complete a postsecondary education program. While it is not required, completing a postsecondary education program can give you the skills and knowledge needed to succeed in this field. There are many different types of programs available, such as those offered by vocational schools, community colleges, and online universities.

3. Gain experience in the customer service field. Insurance assistants must be able to provide excellent customer service. If you have experience working in customer service, either through previous jobs or internships, you will have a head start on the competition.

4. Apply for jobs at insurance companies. Once you have completed your education and gained some experience, you can begin applying for jobs at insurance companies. Many companies list their open positions on job boards or their own websites.

5. Start your career as an insurance assistant! After landing a job as an insurance assistant, you will be responsible for providing customer service and administrative support to the company’s clients. With hard work and dedication, you can build a successful career in this field!

Related: Insurance Assistant Resume Example

Related: Insurance Assistant Interview Questions (With Example Answers)

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