Insurance Assistant Resume Sample

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Valentina Koss
8011 Sporer Mission,  Dallas,  TX
+1 (555) 413 6508

Work Experience

Commercial Insurance Assistant Account Manager
05/2018 - PRESENT
San Francisco, CA
  • Manages tasks according to guidelines to meet departmental standards based on turnaround time, quality and production standards and client/carrier specific guidelines
  • Two years’ relevant experience would be an asset
  • Minimize interference in academic achievement by health concerns
  • Educate students toward the achievement of healthy lifestyle as a foundation for pursuing personal and professional goals; and
  • Contribute to the maintenance of a safe and healthy atmosphere, in which student’s faculty and staff live and work
  • Set up and maintain paper and electronic folders
  • Log in submissions and send to underwriters
Commercial Auto Insurance Assistant Account Manager
12/2012 - 01/2018
Philadelphia, PA
  • Sorts and files more complex records and documents to maintain accurate recordkeeping; collates receipts and puts them in appropriate order
  • Enters and edits documents using PowerPoint, Excel, and Word to ensure all documents produced adhere to established standards
  • Maintains supplies inventory by checking stock to determine inventory levels, anticipates needed supplies, places and expedites orders for supplies, and verifies the receipt of supplies
  • Stamps and sorts packages and mail and distributes to appropriate parties in a timely manner to ensure proper routing
  • Maintains tidy office area to ensure orderliness of facility. Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies
  • Obtain a company sponsored Florida Insurance P&C License
  • Ensures timely and accurate production/processing of relevant documents/information (includes report preparation)
  • Contributes to achievement of Service Level Agreements (SLAs), Key Performance Indicators (KPIs) and business objectives
Insurance Assistant
04/2006 - 09/2012
Dallas, TX
  • Obtain, check and transmit quotations, binders and policies
  • Ensure fees are invoiced and received
  • Check the accuracy of policies and request corrections
  • Transmit policies to client and Marsh Global team
  • Experience with invoicing, bookkeeping and basic accounting would be an asset
  • Provides insurance support services to ensure adequate support of our professional CA and management staff
  • Greets and directs visitors, and completes and issues all necessary documentation, including the creation of badges and guest lists
  • Operates office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers to support efficient business continuity


Hollins University
2001 - 2006
School's Degree in Business

Professional Skills

  • Excellent organizational, communications and project management skills
  • Experience working in a high performance team environment, strong team player
  • Time management skills and the ability to manage multiple simultaneous tasks
  • Basic understanding of contract administration, contract management, legal and commercial business terms, and basic negotiation skills
  • Think tactically and utilize basic problem solving skills
  • Prior experience working in an insurance agency or as a member of a Risk Management team
  • Exercising strong time management

How to write Insurance Assistant Resume

Insurance Assistant role is responsible for basic, legal, microsoft, compensation, training, database, litigation, security, bookkeeping, insurance.
To write great resume for insurance assistant job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Insurance Assistant Resume

The section contact information is important in your insurance assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Insurance Assistant Resume

The section work experience is an essential part of your insurance assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous insurance assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance assistant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Assistant resume experience can include:

  • Strong verbal and written communication skills, bilingualism (French/English) is a strong asset
  • Utilize time management skills wisely
  • Develops good client contact through careful and patient explanation of the Examination Before Trial process, including scheduled dates, adjournments, etc
  • Experience with automated systems and Microsoft Office products
  • Provides informal guidance to less experienced associates and provides back-up support in the absence of others
  • RIBO license is a strong asset

Education on an Insurance Assistant Resume

Make sure to make education a priority on your insurance assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Insurance Assistant Resume

When listing skills on your insurance assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical insurance assistant skills:

  • Strong verbal and written communication skills, bilingualism required (French and English)
  • Collaborating with colleagues throughout Marsh business to deliver a high standard of Client experience.
  • Intermediate level of skill required to open, create and modify various documents using the
  • Intermediate level competency using Microsoft Office suite with advanced level competency in Excel and an ability to demonstrate this
  • Walt Disney World work experience and an understanding of various business segments
  • Excellent at building relationships at all levels of an organisation

List of Typical Experience For an Insurance Assistant Resume


Experience For Bilingual Insurance Assistant Resume

  • Compliance and or legal experience
  • Responding to incoming e-mails from external clients regarding policy cancellations and other correspondence
  • Completing incoming correspondence received from external clients regarding policy maintenance
  • Processing of system enrollments and disenrollments
  • Processing of Drives and E-Stamps
  • Maintaining internal policy detail in our Epic software

Experience For Commercial Insurance Assistant Account Manager Resume

  • Maintains a basic understanding of the core aspects of relevant Insurance and related legislation
  • Respond to various written inquiries, including requests for and receipt of information as well as the status of claims
  • Adheres to Company policies and performance standards
  • Updates reports based on predefined templates on a regular basis to ensure accurate entry
  • 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
  • Effectively exchange routine and non-routine information verbally and in writing, and to apply knowledge of the department’s policies and procedures
  • Always do what is best for the customer and in the best interest of our customers
  • Read, understand and identify Certificate requirements

Experience For Commercial Insurance Assistant Resume

  • Ensure that Endorsements and Certificates are accurate and complete
  • Distributes Certificate requests to the Department to meet the Company guideline on turnaround time
  • Work closely with CSA, CSR and Account Managers to handle any changes made to a policy
  • Knowledge of administrative procedures and software applications (such as Microsoft Office Word, Excel, PowerPoint, etc)
  • Maintains frequent contact and correspondence with client’s representatives and appropriate carrier representatives

Experience For Commercial Auto Insurance Assistant Account Manager Resume

  • Complies with the Marsh Compliance and Transparency Standards
  • Prepares documents for compliance with Excess and Surplus lines regulations
  • 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
  • Prepare insurance forms/documents (identification card, certificates, endorsements, schedules, etc.)
  • Motivation and dependability are key for this assignment!
  • Process legal documents and pleadings

Experience For Office Insurance Assistant Resume

  • Process other law office related transactions to provide customer service and support efforts to acquire and retain profitable business
  • Manage the property and casualty insurance policy library. Input new policies into the electronic library. Print and store hardcopies
  • Complete special projects and other administrative support as requested
  • Assist Short Term Disability Case Managers, Long Term Disability Case Managers, and/or Claims Technicians with their daily tasks in an effort to help deliver a superior customer experience
  • Communicate with various medical professionals / vendors to gather information regarding the application for and ongoing management of disability benefits
  • Support Senior Account Executives with portfolio management

Experience For Entry Level Insurance Assistant Resume

  • Calls adversaries to request Motion adjournments and prepares letters for the courts and adversaries, logs, enters Motions and Notice of Entry
  • Coordinates Subpoena requests for NPW
  • Collaborates with various units within the company
  • Fields telephone calls from attorneys while they are in court and/or at appearances
  • Performing account service support, billing activity, including data entry for invoice generation, monitoring receivables, and trouble shooting under general supervision in effort to comply with professional standards. -
  • Provide support to the Home Office Service of Process team
  • Monitor various electronic mailboxes and voicemails
  • Provide administrative support to Account Executive’s with portfolio management
  • Produce templates, reports and letters

Experience For Orange Legal Insurance Assistant Resume

  • Be part of the Legal Department administrative team
  • Maintain and update excel spreadsheets
  • O Prepare routine office forms/documents
  • Greet visitors, set up conference facilities and answer phones
  • Provide back-up support in absence of others
  • Assist the Account Management team with all aspects of the account-service process
  • Quickly respond to policy inquiries (email, phone)
  • Provide support to clients and attorneys as needed
  • Support related functions in law office

Experience For Insurance Assistant / Technical Assistant Resume

  • Provide support to the Account Managers on pre-renewal processes
  • Process certificate of insurance requests and endorsements on accounts
  • Primary back up of front desk/reception
  • Active Maine Property and Casualty license, or ability to obtain within six months of hire
  • Support production and account managers with proposals and policy summaries
  • Handle correspondence and the clerical processing of accounts including applications, attachment processes, pre-renewal data collections and agency management system entry
  • Creation of master certificate
  • Contact carrier for payment and policy status

Experience For Insurance Assistant, Liberty Mutual Benefits Resume

  • Obtain policy documents from carrier websites
  • Prepare policy documents for delivery to client
  • Open new files and complete file set-up on new referrals
  • Review court websites for Civil Action File Numbers and Service information
  • Ship files to storage
  • Assist legal staff (attorneys, paralegals and secretaries) to ensure deadlines and other tasks are met
  • Prepare checks requests and process checks requested
  • Perform all tasks assigned by legal staff
  • Accurately schedules, adjourns and/or confirms Examinations Before Trial with all involved parties on a daily basis

Experience For Insurance Assistant Account Manager Resume

  • Arranges for Examination Before Trial Reporter and/or interpreter as necessary
  • Keeps statistics for the attorneys in the office
  • Orders and keeps tracks of all supplies for the office
  • Review Court website for Service information
  • Open new referrals and complete new referral form
  • Perform data entry and word process accurately
  • Process quotations and binders for Workers Compensation Pool business and Flood Insurance for Commercial Lines clients
  • Obtain property and casualty producer license

List of Typical Skills For an Insurance Assistant Resume


Skills For Bilingual Insurance Assistant Resume

  • Experience within a busy administration role within an office environment (advantageous)
  • Insurance experience advantageous but not essential
  • Active / Valid P & C License issued by the CA DOI
  • Demonstrate data entry proficiency at 45 w.p.m
  • O Legal Office experience required
  • Experience in sales and/or customer service
  • Business office experience

Skills For Commercial Insurance Assistant Account Manager Resume

  • Corresponding with clients as appropriate. Responsible for assisting with renewal process by creating and maintaining files and managing information
  • Running reports, billing, a lot of followup working closely with brokers, end of the month ensuring invoices are done at by month end
  • Servicing a portfolio of existing clients and developing relationships with new clients
  • Providing insurance quotes and renewals and identifying up-sell/cross-sell opportunity
  • Requesting Certificates of insurance then reviewing them for accuracy

Skills For Commercial Insurance Assistant Resume

  • Processing incoming mail (both electronic and paper)
  • Greeting of visitors to the office and directing them where to go upon entry
  • Licensing Requirements: None required
  • Maintaining relationships with insurers
  • Meeting sales targets and compliance requirements
  • Understanding and awareness of the insurance industry
  • Developing your technical expertise in all major classes of insurance and Marsh’s specialist services
  • Opening new files in various systems when received by the office
  • Ordering office supplies and stationary

Skills For Commercial Auto Insurance Assistant Account Manager Resume

  • Performs miscellaneous clerical functions, including but not limited to, photocopying, faxing, scanning, word processing and filing
  • Primarily involves bending, sitting, walking, standing and reading
  • Process incoming mail to include electronically scanning, calendaring, and reviewing
  • Responsible for all Calendaring related to legal operations, including running various Calendar reports
  • Responsible for calendaring related to legal operations, including running various calendar reports

Skills For Office Insurance Assistant Resume

  • Is continuously performing detailed tasks, being subject to interruptions
  • Debtor management by monitoring outstanding payments
  • Responsible for maintaining records and archiving
  • Process incoming new files and setting up in the systems
  • Assist with coordinating premium financing and the collection of premiums
  • Open new legal files in the office, calendaring deadlines, e-filing legal documents
  • Assist with developing and maintaining loss analysis worksheets on commercial accounts

Skills For Entry Level Insurance Assistant Resume

  • Policy checking and endorsement processing of all Commercial policy types
  • Process paper and electronic documents and tasking to appropriate staff members and sending to document repository
  • Policy checking and endorsement processing of automobile and workers compensation insurance policies
  • Process electronic and paper mail by scanning and dropping into the Case Management system
  • Microsoft Office suite (e.g., documents, spreadsheets, e-mail, etc.) and enter/retrieve information using

Skills For Orange Legal Insurance Assistant Resume

  • Basic understanding of MS Office and computer proficiency required
  • Computer proficiency in a MS Windows environment, including Outlook, Word, Excel and Internet Explorer
  • Computer proficiency in an insurance tracking database or claims management system; electronic document management programs, such as eDocs
  • Communicates with colleagues and clients, both internally and externally, to obtain or provide information including resolution on escalated issues
  • Property/casualty license appropriate to the position or be willing to sit for exam within 60 days of hire date
  • Data entry, typing letters and emails. Monitors various electronic mailboxes and voicemails

Skills For Insurance Assistant / Technical Assistant Resume

  • Contacts clients to schedule Depositions following Special Service Instructions
  • Attends weekly attorney meetings to review upcoming weekly calendar
  • Timely and accurate processing of invoices and insurance documentation
  • Process incoming paper and electronic mail and scan documents
  • Assist with marketing clients to carriers
  • Processes all incoming electronic invoices for payment
  • Ensures the forwarding electronic documents to claims, clients and insureds on a daily basis
  • Process certificate of insurance requests which cannot be forwarded to the certificate processing team
  • Obtain and provide account managers, producers and marketing loss reports from our insurance carriers

Skills For Insurance Assistant, Liberty Mutual Benefits Resume

  • Responsible for the invoicing of commercial policies
  • Accurately and timely prepares all deposition related documents (including Notices, Cross Notices, and letters)
  • Processes all incoming invoices for payment
  • Responsible for Calendaring related to legal operations
  • Prepare necessary checks for Court filing fees, e-file documents with certain Court venues

Skills For Insurance Assistant Account Manager Resume

  • Process certificate of insurance requests which can not be forwarded to the certificate processing team
  • Opens new files referred to our office for handling in the Case Management System
  • Answers most questions and resolves most problems; refers complex issues to higher levels
  • Client centric and provision of high level of service
  • Positive attitude, people person
  • Great attendance and work ethic

List of Typical Responsibilities For an Insurance Assistant Resume


Responsibilities For Bilingual Insurance Assistant Resume

  • Fields telephone calls for the office and is the first point of contact for the office
  • Correct direction of phone calls to people in the office
  • Uses intermediate skills and business knowledge to generate pleadings/forms/documents and correspondence to provide customer service and support legal office operations
  • Prepares letters for the courts and adversaries, logs, enters Motions and Notices
  • Multi-task and quickly learn various computer systems
  • Knowledge of administrative procedures and software applications (such as Microsoft Office Word, Excel, Outlook, Adobe, etc.)

Responsibilities For Commercial Insurance Assistant Account Manager Resume

  • Well-organized, self-starter who can work independently and collaboratively with various teams and stakeholders
  • Basic understanding of insurance policies for commercial insurance exposures, including automobile liability, general liability, workers’ compensation/employers liability, crime/fidelity insurance, and professional liability/errors and omissions insurance
  • Communicate with professionalism, both verbally and in writing
  • Understand commercial insurance policy provisions such as additional insured and waiver of subrogation endorsements
  • Coordinating requests for additional information between the carriers and clients, related to both new business submissions and renewals for all lines of insurance
  • Assisting the account manager with some aspects of marketing the insurance coverages to intended carriers, reviewing carrier proposals, creating formal renewal proposals for the client

Responsibilities For Commercial Insurance Assistant Resume

  • Managing and administering client’s insurance requests, processing of key automobile insurance identification cards and responding to and answering various insurance questions
  • Opening New Files
  • Understand and analyze insurance coverages, forms and policies
  • An active interest in IT/data security issues
  • An eager, enthusiastic disposition, curiosity, self-motivation and a positive attitude
  • Administrative procedures and software applications (such as Microsoft Office Word, Excel, PowerPoint, etc.)
  • Organizational, interpersonal, and communication skills required to help resolve routine problems, answer general questions, and know when to escalate more complex issues

Responsibilities For Commercial Auto Insurance Assistant Account Manager Resume

  • Doesn't need previous industry experience
  • Send email and/or mail communications to benefit enrollees. Creates free form letters, and ensures that proper documentation is recorded
  • Pull and create reports from MMx Benefits administration system
  • Completes maintenance tasks in enrollment platform
  • Promote the AJG brand within the local business community

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