Post job

Insurance assistant vs insurance representative

The differences between insurance assistants and insurance representatives can be seen in a few details. Each job has different responsibilities and duties. Additionally, an insurance representative has an average salary of $35,958, which is higher than the $35,308 average annual salary of an insurance assistant.

The top three skills for an insurance assistant include endorsements, data entry and customer service. The most important skills for an insurance representative are customer service, patients, and health insurance.

Insurance assistant vs insurance representative overview

Insurance AssistantInsurance Representative
Yearly salary$35,308$35,958
Hourly rate$16.98$17.29
Growth rate-3%6%
Number of jobs34,57987,843
Job satisfaction--
Most common degreeBachelor's Degree, 45%Bachelor's Degree, 45%
Average age4446
Years of experience4-

What does an insurance assistant do?

Insurance assistants work alongside insurance agents to gather information from clients, maintain insurance records, prepare documentation, handle mail and correspondence, calculate insurance premiums and awards, and recommend claim actions. Qualifications like good communication and negotiation skills, customer service orientation, research skills, and attention to detail are required for this position.

What does an insurance representative do?

An insurance representative serves as a client's point of contact in insurance companies. Their responsibilities include researching client opportunities, reaching out to potential clients to offer products and services, discussing terms and policies, providing detailed advice, and assisting in every procedure, ensuring convenience and client satisfaction. Aside from securing sales, an insurance representative may also process applications and claims while adhering to the company's policies and regulations. Furthermore, they may also perform clerical tasks such as handling calls and correspondence, arranging appointments, and maintaining records of all transactions.

Insurance assistant vs insurance representative salary

Insurance assistants and insurance representatives have different pay scales, as shown below.

Insurance AssistantInsurance Representative
Average salary$35,308$35,958
Salary rangeBetween $29,000 And $42,000Between $29,000 And $44,000
Highest paying City-Lacey, WA
Highest paying state-Washington
Best paying company-Santander Bank
Best paying industry-Finance

Differences between insurance assistant and insurance representative education

There are a few differences between an insurance assistant and an insurance representative in terms of educational background:

Insurance AssistantInsurance Representative
Most common degreeBachelor's Degree, 45%Bachelor's Degree, 45%
Most common majorBusinessBusiness
Most common college-University of Pennsylvania

Insurance assistant vs insurance representative demographics

Here are the differences between insurance assistants' and insurance representatives' demographics:

Insurance AssistantInsurance Representative
Average age4446
Gender ratioMale, 18.8% Female, 81.2%Male, 29.8% Female, 70.2%
Race ratioBlack or African American, 13.8% Unknown, 4.3% Hispanic or Latino, 14.4% Asian, 3.9% White, 63.2% American Indian and Alaska Native, 0.5%Black or African American, 9.4% Unknown, 3.6% Hispanic or Latino, 16.1% Asian, 4.9% White, 65.9% American Indian and Alaska Native, 0.1%
LGBT Percentage11%7%

Differences between insurance assistant and insurance representative duties and responsibilities

Insurance assistant example 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.
  • Show more

Insurance representative example responsibilities.

  • Cold-Cal to generate leads for individual life and disability insurance and annuities.
  • Confer with AAA members to discuss options and plans for the insurance needs of family and services provide.
  • Promote AAA insurance to current, former, and potentially new customers by providing quality and accurate product knowledge.
  • Assist field agents with Medicare applications, review Medicaid state system regarding eligibility.
  • Review medical web sites and Medicare inquiry system to determine eligibility for Medicaid and other insurance policies.
  • Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
  • Show more

Insurance assistant vs insurance representative skills

Common insurance assistant skills
  • Endorsements, 13%
  • Data Entry, 10%
  • Customer Service, 9%
  • Insurance Policies, 8%
  • Photocopying, 5%
  • Loss Runs, 4%
Common insurance representative skills
  • Customer Service, 18%
  • Patients, 16%
  • Health Insurance, 6%
  • Medicaid, 4%
  • Insurance Coverage, 4%
  • Data Entry, 4%

Browse office and administrative jobs