Post job
zippia ai icon

Automatically apply for jobs with Zippia

Upload your resume to get started.

Insurance assistant skills for your resume and career

Updated January 8, 2025
3 min read
Quoted experts
Li Zhang Ph.D.,
Li Zhang Ph.D.
Below we've compiled a list of the most critical insurance assistant skills. We ranked the top skills for insurance assistants based on the percentage of resumes they appeared on. For example, 12.8% of insurance assistant resumes contained endorsements as a skill. Continue reading to find out what skills an insurance assistant needs to be successful in the workplace.

15 insurance assistant skills for your resume and career

1. Endorsements

Here's how insurance assistants use endorsements:
  • Monitored policies, endorsements and audits for accuracy.
  • Managed database by processing renewals and endorsements.

2. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how insurance assistants use data entry:
  • Maintained full responsibility for all administrative activities including records management, data entry, spreadsheet development and file management.
  • Perform a variety of clerical, data entry and customer service in the Central Processing Support Center for commercial lines.

3. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how insurance assistants use customer service:
  • Pioneered company's Commercial Insurance Service Center in assistant role and helped develop new customer service representative position and department structure.
  • Follow up with stakeholders to procure information in addition to continually providing excellent customer service in a fast-paced environment.

4. Insurance Policies

Here's how insurance assistants use insurance policies:
  • Developed new method for filing life insurance policies which combined all policy information within households.
  • Negotiated with insurance companies and brokers regarding terms and conditions of specific insurance policies.

5. Photocopying

Here's how insurance assistants use photocopying:
  • Assisted insurance professional teams by performing miscellaneous clerical functions including photocopying, faxing, scanning, word processing, and filing.
  • Performed support duties including answering phones, processing mail, assisting customers, scanning, photocopying and insurance check processing.

6. Loss Runs

A document that documents the history of claims made against a commercial insurance policy is called a loss run. It is comparable to a credit report and it includes information involving the date of the claim, a description of the event and the amount paid. Normally, a loss run will record five years of claim history.

Here's how insurance assistants use loss runs:
  • Processed loss runs/claim information for policy holders and/or agents.
  • Issued certificates of insurance, Evidence of Property Binders, Insurance Binders, Motor Vehicle Records and obtain loss runs.

Choose from 10+ customizable insurance assistant resume templates

Build a professional insurance assistant resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your insurance assistant resume.

8. Insurance Coverage

Here's how insurance assistants use insurance coverage:
  • Contacted subcontractors via email and telephone to notify of missing and incomplete insurance coverage.
  • Verified commercial insurance coverage and provided evidence of insure to clients and additional insureds.

9. Computer System

Here's how insurance assistants use computer system:
  • Enter and retrieve information of varying complexity using computer systems and applications to process insurance transactions and payments.
  • Completed spreadsheets, entering nurse determinations into appropriate computer systems, and billed vendors accordingly.

10. Profitable Business

Here's how insurance assistants use profitable business:
  • Provide customer support through directing of phone calls and assisting with questions and problems to help acquire and retain profitable business.

11. Front Desk

Here's how insurance assistants use front desk:
  • Organized front desk office duties including phones, customer satisfaction, filing, and more.
  • Cover the front desk/receptionist when needed.

12. Medicaid

Here's how insurance assistants use medicaid:
  • Performed verification of Medicare and Medicaid coverage and limits.
  • Served as chief liaison between Centers for Medicare & Medicaid Services (CMS) and Medicare beneficiaries in West Virginia.

13. Insurance Transactions

Here's how insurance assistants use insurance transactions:
  • Review and process insurance transactions.

14. Workers Compensation

Here's how insurance assistants use workers compensation:
  • Processed general liability, workers compensation, professional liability, commercial auto, property, wholesale liability, Umbrella.
  • Developed training manuals for workers compensation-related call center support processes to improve operations and increase knowledge.

15. Auto Claims

Auto claims are claims made to insurance companies or firms in cases of accidents, collisions, or damages to determine payments made. Insurance companies hire auto claim adjusters to help inspect, assess, and determine the state of damager on an auto vehicle and the costs that would incur.

Here's how insurance assistants use auto claims:
  • Worked with a team of licensed auto claims adjusters.
  • Process PACE payments for Auto claims.
top-skills

What skills help Insurance Assistants find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on insurance assistant resumes?

Li Zhang Ph.D.

Professor, St. Cloud State University

There aren't many universities/colleges that offer a degree in insurance. Having some insurance education, such as a degree, or a certificate, or just taking a few insurance classes, will be sure to make applicants stand out. For those with no insurance background, demonstrating strong transferable skills from previously studied areas to the insurance industry (such as communication skills, analytical skills), strong commitment, ethical and professional attitude will make the applicants very competitive.

What soft skills should all insurance assistants possess?

Li Zhang Ph.D.

Professor, St. Cloud State University

I'd say communication skills. Many positions in insurance need to interact with others. The ability to listen carefully and responding effectively, conveying thoughts/ideas fluently is very important. Also, communicating throng writing is also important (it could range from simply completing the paperwork accurately to preparing annual reports for supervisors)

List of insurance assistant skills to add to your resume

The most important skills for an insurance assistant resume and required skills for an insurance assistant to have include:

  • 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
  • Auto Claims
  • Telephone Calls
  • Health Insurance
  • DMV
  • Back-Up Support
  • Questionable Data
  • Identification Card
  • Life Insurance
  • Schedule Appointments
  • Insurance Carriers
  • Insurance Claims
  • Insurance Verification
  • Medical Bills
  • Policy Changes
  • Insurance Products
  • Insurance Certificates
  • Non-Routine Tasks
  • Commercial Property
  • Hippa
  • Insurance Applications
  • Process Payments
  • Insurance Quotes
  • Marsh
  • Policy Holders
  • Office Equipment
  • EOB
  • Customer Inquiries
  • Travel Arrangements
  • Insurance Payments
  • PowerPoint
  • Computer Programs
  • Subpoenas
  • Administrative Tasks

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Browse office and administrative jobs