An insurance assistant provides administrative support to insurance agents, including handling inquiries, paperwork, and maintaining the filing system. They may need a license and a bachelor’s degree, and can eventually become agents themselves. Bilingual skills may be preferred in some regions.
An insurance assistant provides administrative support in an insurance office, working with senior agents and others to meet the needs of insurance clients and prospects. You may need to hold a license to work as an insurance assistant, and some offices prefer to hire people with a bachelor’s degree for these positions. This type of work can prepare people to work as agents eventually, and some offices will provide support and assistance with the necessary exams to work as an agent or broker.
The insurance assistant works at the front desk of the office, handling phone, email, and personal inquiries. Insurance assistants can provide customers with basic information about insurance policies and can offer assistance to customers who need to file claims or make changes to their policies. As agency representatives, they need good communication skills. In some regions, bilingual employees are preferred to reach customers who may not speak the area’s native language.
Another part of the job may involve filling out paperwork at headquarters, reviewing policies to ensure they are in order, and maintaining the office filing system. As customers update their policies and accounts, the insurance assistant needs to document these changes and issue new documentation to reflect the changes to the insurance policies. An insurance assistant may supervise other administrative staff and delegate some tasks to them to focus on more complex and sensitive work.
Each agent has a slightly different work style, and the duties of an insurance assistant can vary. Part of the job is anticipating agents’ needs and making sure the necessary information is ready when they attend meetings and discuss issues with customers. Insurance assistants can also conduct surveys for agents to help them understand any issues that may be associated with a particular customer or policy. For complex and large policies, this search can include a variety of activities, such as tracking real estate ownership records, reviewing medical records from a doctor’s office, and so on.
Insurance offices periodically have openings for assistants and provide information on what they are looking for in their job listings. In addition to educational and licensing requirements, offices may prefer candidates with some experience in the insurance industry. A person interested in becoming an insurance assistant may want to work in an office as a member of the administrative team to build experience and references before applying for assistant positions.
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