How To Become An Insurance Assistant: What It Is and Career Path

What is an insurance assistant and how to become one

Updated January 8, 2025

4 min read

Insurance assistants work for insurance sales agents to perform clerical assignments. They call clients and address their questions regarding insurance policies, and follow their orders to ensure that coverage is renewed. They also supply insurance brokers with customer information and advise them of any problems or complaints with the program evolving the interests of a customer.

On a daily basis, insurance assistants assist in handling claims and provide related parties with facts. They regularly contact consumers as well for future sales. They also collect potential prospective consumers' information to identify their preferences and opportunities for insurance better. From time to time, they are responsible for invoicing customers for their insurance and maintain files.

Most insurance assistants have a bachelor's degree or equivalent, although it's not always required. Many who wish to train for this profession will want to research or earn a degree in finance. It is also necessary to learn administrative skills, and completing a related certificate can also help candidates compete for work in this field.

ScoreInsurance AssistantUS Average

Salary

2.8

Avg. Salary $35,308

Avg. Salary $59,228

Stability level

6.2

Growth rate -3%

Growth rate 0.3%

Diversity

6.7

Race

American Indian and Alaska Native 0.48%

Asian 3.89%

Black or African American 13.78%

Hispanic or Latino 14.38%

Unknown 4.28%

White 63.20%

Gender

female 81.22%

male 18.78%

Age - 44

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 44

Stress level

6.2

Stress level is manageable

7.1 - high

Complexity level

6.4

Complexity level is intermediate

7 - challenging

Work life balance

9.5

Work life balance is excellent

6.4 - fair

Key steps to become an insurance assistant

Explore insurance assistant education requirements

Most common insurance assistant degrees

Bachelor's

45.0 %

Associate

22.9 %

High School Diploma

17.0 %

Start to develop specific insurance assistant skills

Skills	Percentages
Endorsements	12.84%
Data Entry	9.93%
Customer Service	8.70%
Insurance Policies	8.02%
Photocopying	4.93%

Complete relevant insurance assistant training and internships

Accountants spend an average of 1-3 months on post-employment, on-the-job training. New insurance assistants learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as an insurance assistant based on U.S. Bureau of Labor Statistics data and data from real insurance assistant resumes.

Research insurance assistant duties and responsibilities

Cold-Cal to generate leads for individual life and disability insurance and annuities.
Analyze Medicaid models, Medicare and HIPAA transaction documents.
Assign ICD-9 and CPT codes to office visit and inpatient and outpatient procedures.
Process electronic claims, pre-existing and subrogation investigation, point of service, and PPO and HMO processing.

Prepare your insurance assistant resume

When your background is strong enough, you can start writing your insurance assistant resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on an insurance assistant resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable insurance assistant resume templates

Build a professional insurance assistant resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your insurance assistant resume.