Insurance Assistant Resume

Insurance Assistants handle administrative duties at an insurance office. These professionals are required for assistance in selling all types of policies right from child welfare to life insurance. They carry out variety of tasks including answering phone calls, maintaining database, assisting senior executives for scheduling meetings and appointments, etc. Apart from administrative and clerical duties, they create bond reports, prepare forms or invoices, and offer support to the sales team. A high school diploma or degree in relevant field is preferred for this position. A good understanding of computer applications and sound knowledge of insurance policies is necessary. The person must also demonstrate ability to pay attention to minute details, follow appropriate procedures, and hold exceptional customer service skills.

Insurance Assistant Resume Sample

Dorothy J. Palumbo
1305 Maxwell Street
Stamford, CT 06902
Phone: 047-737-8127
Email: dorothy.palumbo@anymail.com

Job Objective:

Customer-oriented and highly efficient Insurance Assistant seeking a challenging position with 'ABC Insurance Corporation' to use my strong background and experience to achieve company targets, and provide excellent client satisfaction.

Summary of Skills:

Comprehensive knowledge of various life insurance policies,
Ability to understand clients' needs, and recommend insurance policies
Adept at explaining features, advantages, and rules to customers
Proficient in answering customer queries over calls, mails and doing various tasks like photocopying, fax or filing documentation
Ability to handle and answer queries and inquiries related to policies
Capable of managing and organizing insurance policy documents
Competent in handling Microsoft Office Suite and other computer applications
Exceptional interpersonal and customer service skills

Work Experience:

Insurance Assistant
Starr Insurance Services, Stamford, CT
July 2016 – Present

Handling incoming calls, and assisting customers for choosing an appropriate life insurance policy
Preparing insurance forms, including identification cards, policy papers, premium schedules, and endorsements for better understanding of the customers
Assisting for the issuance of policy before maturity date in special cases like hospitalization or emergency situations
Building and managing portfolio of insurance customers by maintaining good relationships, and providing quality services
Assisting executives with their daily tasks like recording minutes of client meetings as well as handling the portfolios
Coordinating with insurance agents to promote life insurance policies using unique marketing techniques, and added $50.5M in revenue for the last financial year
Forwarding incoming messages and correspondence to agents working on field to achieve monthly targets

Insurance Assistant
Secura Incorporation, Stamford, CT
March 2015 – June 2016

Identified business opportunities and contacted potential customers to explain life insurance policies
Took responsibility to create underwriting reports for 150+ clients, and communicated the missing information to the team
Researched and analyzed customers' demands, and suggested launching of 3 new MediClaim policies to senior management
Rescheduled missed appointments for clients, and collected payments for medical as well as private insurances
Provided timely professional advice to insurance policy holders by resolving queries, and processed monthly premium transactions
Regularly communicated with team, insurance agents or brokers to research, and collect necessary information for reviewing transactions

Underwriting Assistant
Secura Incorporation, Stamford, CT
September 2013 – February 2015

Performed underwriting support activities associated with information gathering, and prepared list of prospective clients
Completed and prepared documents on certificates, proposals and policy summaries under supervision
Worked with other underwriters to assist in daily processing of multiple insurance products available according to age group
Provided assistance in manual policy issuance by completing paperwork formalities for new clients, and informed them about policy benefits
Answered queries to resolve minimum doubts, and converted potential clients into long-term policyholders by explaining available life insurance policies
Performed various pre-underwriting activities by gathering data, analyzing it, and selecting rates or forms for coverage

Cashier
Crowne Plaza Hotel, Stamford, CT
July 2012 – August 2013

Maintained files and records relating to financial transactions at the receptionist desk
Greeted customers, understood their lodging requirements, and provided them best rooms as per their needs
Prepared final invoices by including other fees like valet parking, room service, WiFi charges, and other special services offered at the hotel
Handled cash drawers during peak hours, and tendered change to customers
Performed bookkeeping duties by maintaining daily transaction records
Processed credit and debit card payment as per the client's convenience
Recorded food orders and processed payments displaying excellent customer service

Education:

Bachelor's Degree in Finance
University of Connecticut, Stamford, CT
2012

Reference:

On request.