How to hire an insurance assistant

How to hire an insurance assistant, step by step

Here's a step-by-step insurance assistant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an insurance assistant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new insurance assistant
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the insurance assistant you need to hire. Certain insurance assistant roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   An insurance assistant's background is also an important factor in determining whether they'll be a good fit for the position. For example, insurance assistants from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of insurance assistants and their corresponding salaries.

   Type of Insurance Assistant	Description	Hourly rate
   Insurance Assistant	Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.	$13-20
   Claims Coordinator	Claims coordinators are professionals who are responsible for coordinating activities that are related to handling and processing insurance claims for an organization. These coordinators must serve as liaison officer between the organization, insurance provider, and policyholders to communicate the status and eligibility for coverage for all relevant claims... Show more	$14-22
   Claims Clerk	Claims clerks review the forms and documents for insurance claims to check for missing information and attachments. The data they obtain is entered into their database for safekeeping and quick retrieval... Show more	$12-18

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Endorsements
   • Data Entry
   • Customer Service
   • Insurance Policies
   • Photocopying
   • Loss Runs
   • Related Support
   • Insurance Coverage
   • Computer System
   • Profitable Business
   • Front Desk
   • Medicaid
   • Insurance Transactions
   • Workers Compensation

   Check all skills

   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.
   • Train staff on billing software in regards to CPT codes and pricing, submission procedures, and industry regulations.
   • Perform verification of Medicare and Medicaid coverage and limits.

3. Make a budget

   Including a salary range in your insurance assistant job description is one of the best ways to attract top talent. An insurance assistant can vary based on:

   • Location. For example, insurance assistants' average salary in alaska is 40% less than in connecticut.
   • Seniority. Entry-level insurance assistants 31% less than senior-level insurance assistants.
   • Certifications. An insurance assistant with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in an insurance assistant's salary.

   Average insurance assistant salary

   $35,308yearly

   $16.98 hourly rate

   ---

   Entry-level insurance assistant salary

   $29,000 yearly salary

   Updated January 31, 2026

4. Writing an insurance assistant job description

   A good insurance assistant job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of an insurance assistant job description:

   Insurance assistant job description example

   Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
   
   Peachtree Special Risk Brokers is seeking an Insurance Assistant to work from our Atlanta, GA offices.
   
   The primary job function of this position is to support the clerical and administrative process of the Broker's book of business for both renewals and new business.
   WHO YOU ARE:
   
   You believe in working as a team and thrive in fun, collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success.
   
   WHAT YOU'LL DO:
   Completes and files documentation required for risk acceptance determination. Verifies complete and proper coding. Services the designated book of business as it relates to administration; including by not limited to, handling invoices and setting up files. Confirms appropriate filings in accordance with applicable regulations. Maintains compliance with Quality Control guidelines. Performs other duties as assigned.
   
   WHAT YOU'LL NEED:
   One-year related experience and/or training; or equivalent combination of education and experience. Proficient with MS Office Exceptional telephone demeanor Exceptional and professional written communication skills Ability to maintain a high level of confidentiality
   
   We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right insurance assistant for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your insurance assistant job on Zippia to find and recruit insurance assistant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with insurance assistant candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new insurance assistant

   Once you've decided on a perfect insurance assistant candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new insurance assistant. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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