Insurance Assistant
What Is an Insurance Assistant and How to Become One
By ZipRecruiter Marketplace Research Team
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.
How to Become an Insurance Assistant
An Insurance Assistant role is often an important step towards a career as an Insurance Agent. The Insurance Assistant position is an entry-level and requires at minimum a high school degree, though many employers prefer candidates with a bachelor’s degree in a related field such as business or finance. Insurance companies often request one year of previous experience in a professional setting—preferably if it’s within the insurance industry. This is an administrative job, so you’ll be expected to demonstrate excellent customer service, attention to detail, and the ability to multi-task. Phone, fax, and email communication skills are essential. Familiarity with basic computer tools and the ability to quickly learn new software are also important.
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