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Insurance Assistant Jobs (NOW HIRING)

USI Insurance Services

Insurance Assistant

Dallas, TX · On-site

... insurance summaries. • Assist in reconciliation of accounts receivable by account. • 1 year + of customer service experience. • High school diploma or graduate equivalent degree required. • ...

USI Holdings Corporation

Insurance Assistant

Dallas, TX · On-site

... insurance summaries. • Assist in reconciliation of accounts receivable by account. Knowledge, Skills and Abilities: • 1 year + of customer service experience. • High school diploma or graduate ...

Taylor Caldwell Insurance Agency

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Insurance Service Assistant

Spokane, WA · On-site

$20 - $25/hr (+ commission)

Our insurance agency is growing, and we're looking for a Secretary / Service Assistant to join our team! We're seeking someone who is: * Organized and dependable * Friendly and professional * Great ...

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How much do insurance assistant jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for insurance assistant in the United States is $20.34, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $23.08 per hour, depending on experience, location, and employer.

What is an insurance assistant?

Insurance Assistants are administrative professionals who support insurance agents, brokers, or underwriters in their daily tasks. Their responsibilities often include processing paperwork, answering client inquiries, handling claims documentation, updating records, and assisting with policy renewals. They play a vital role in ensuring that insurance operations run smoothly and efficiently, providing both customer service and organizational support. Insurance Assistants may work in various settings, such as insurance agencies, brokerages, or corporate insurance departments.

What does an insurance assistant do?

An insurance assistant performs administrative tasks for an insurance agent. Their job duties include handling customer phone calls, producing reports for the agent, reviewing insurance applications for accuracy, and helping customers file new claims. Qualifications for an insurance assistant typically include a high school diploma, although some employers may prefer post-secondary education. People in this administrative position are often gaining experience and skills to pursue a career as an insurance agent.

What are the key skills and qualifications needed to thrive as an insurance assistant, and why are they important?

To thrive as an Insurance Assistant, you need strong organizational skills, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or relevant coursework. Familiarity with insurance management software, Microsoft Office Suite, and document processing systems is typically required. Excellent communication, customer service, and multitasking abilities set top performers apart. These skills ensure efficient processing of policies, accurate record-keeping, and effective support for agents and clients in a fast-paced environment.

What are some common challenges faced by insurance assistants, and how can they be addressed?

Insurance Assistants often manage a high volume of administrative tasks, such as processing claims, handling client inquiries, and maintaining policy records, which can be challenging during peak periods. Effective time management and strong organizational skills are key to staying on top of deadlines and ensuring accuracy. Collaborating closely with underwriters, agents, and other team members also helps streamline workflows and resolve any complex issues quickly. Adopting digital tools and staying updated on industry regulations can further enhance efficiency and job satisfaction.

What is the difference between Insurance Assistant vs Insurance Agent?

AspectInsurance AssistantInsurance Agent
CredentialsTypically no licensing required, but some roles may need basic insurance knowledgeRequires state licensing and certification to sell insurance products
Work EnvironmentOffice setting, supporting insurance teams and handling administrative tasksClient-facing, sales-oriented, often working in the field or office
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance agencies, brokerages, independent agents
Common Search & ComparisonAdministrative support, customer service, insurance documentationSales, policy selling, client consultations

In summary, an Insurance Assistant primarily handles administrative and support tasks within insurance companies or agencies, often without licensing requirements. An Insurance Agent, on the other hand, is licensed to sell insurance policies directly to clients and focuses on sales and client relationships. Both roles are essential in the insurance industry but serve different functions.

More about Insurance Assistant jobs

What cities are hiring for Insurance Assistant jobs?

Cities with the most Insurance Assistant job openings:

What are the most commonly searched types of Insurance jobs?

The most popular types of Insurance jobs are:

Who are the top companies hiring for Insurance Assistant jobs?

The top employers for Insurance Assistant jobs are:

What states have the most Insurance Assistant jobs?

States with the most job openings for Insurance Assistant jobs include:

Insurance Assistant jobs near you
Infographic showing various Insurance Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $42,312 per year, or $20.3 per hour.

Insurance Assistant

USI Insurance Services

Dallas, TX • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

USI Insurance Services rating

8.9

Company rating: 8.9 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

50th of 315 rated insurance

Job description

Job Opportunity

Under general supervision, assist management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects.

•Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.

•Verify, invoice, and process insurance policies, endorsements and/or claims.

•Maintain accuracy and completeness of customer database on agency management system.

•Process routine to complex transactions.

•Process and revise draft insurance proposals or quotes.

•Proofread documents for accuracy and completeness.

•Answer incoming calls.

•Open, date stamp, process in-coming mail, and sort outgoing mail.

•Administer claim reports.

•Review expiration lists.

•May issue binders, policies, and endorsements as directed.

•Create and maintain files according to policies and procedures guidelines.

•Prepare or request loss summaries and/or detailed insurance summaries.

•Assist in reconciliation of accounts receivable by account.

•1 year + of customer service experience.

•High school diploma or graduate equivalent degree required.

•Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.

•Working knowledge of Microsoft Office suite of products.

•Ability to navigate multiple computer systems and applications. Utilize search tools to find information.

•Analytical ability with high attention to detail and accuracy.

•Strong verbal, written, and interpersonal communication skills.

•Strong organizational, multi-tasking, and prioritizing skills.

•Ability to work effectively in a team environment and across all organizational levels.

•Ability to follow policies, procedures, and regulations.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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