INSURANCE ASSISTANT SKILLS, EXPERIENCES, AND JOB REQUIREMENTS

Published: Sep 26, 2025 - The Insurance Assistant demonstrates strong communication, organizational, and analytical skills while managing multiple assignments under pressure. This role requires proficiency in computer applications, accuracy with financial data, and strict confidentiality when working with attorneys and professionals. The assistant also emphasizes customer service excellence and the ability to build lasting business relationships while following company guidelines and legal protections.

Essential Hard and Soft Skills for an Insurance Assistant Resume
  • Application Processing
  • Data Entry
  • Claims Handling
  • Policy Processing
  • Calendar Management
  • Document Preparation
  • Report Compilation
  • Certificate Issuing
  • Payment Management
  • System Management
  • Customer Service
  • Client Communication
  • Team Collaboration
  • Problem Solving
  • Relationship Building
  • Complaint Resolution
  • Negotiation
  • Client Relations
  • Phone Assistance
  • Scheduling Coordination

Summary of Insurance Assistant Knowledge and Qualifications on Resume

1. BS in Accounting with 4 years of Experience

  • Experience working in direct business-to-business sales roles with a focus on serving financial services customers
  • Understanding of the insurance industry and interest in capital markets, data, and software
  • Solid understanding of different parts of the global financial services industry, including market dynamics and customers’ business drivers
  • Ability to present high-level information as well as detailed demonstrations of products and services
  • Demonstrated ability to lead complex sales cycles to a successful conclusion through the use of consultative selling techniques
  • Excellent verbal/written communication and presentation skills
  • Ability to interact with senior executives both internally and externally
  • Ability to work both independently and within a team environment, with focus and high attention to detail
  • Must be fluent in both English and either French, German, Italian or Spanish

2. BS in Risk Management with 5 years of Experience

  • Data entry and administrative experience in any office setting 
  • Working knowledge of MS Office Suite, especially Excel and Word
  • Able to complete tasks in a timely and accurate manner
  • Ability to maintain standards of quality and quantity of output as established by Commercial Lines Management
  • Work experience as an Underwriting Assistant with involvement in the insurance industry 
  • Strong knowledge in Microsoft Office, including Word, Excel, Teams, and Outlook
  • Capable of mastering multiple systems
  • Experience working in a paperless environment
  • Ability to thrive in a high-production and fast-paced environment
  • Must have a professional demeanor with excellent customer service and communication skills

3. BA in Economics with 7 years of Experience

  • Excellent writing, verbal and interpersonal communications skills
  • Excellent professional judgment
  • Able to adapt to handling multiple assignments
  • Computer skills in Word, Excel, Access and PowerPoint
  • Able to work accurately with financial data
  • Able to rapidly learn complex procedures and company guidelines
  • Strong ability to set priorities and work under pressure to meet time deadlines
  • Demonstrated self-starter who is detail-oriented, analytical, and has strong organizational skills
  • Ability to work independently, but is a dedicated member of the team
  • Must maintain a high degree of confidentiality and be able to interface effectively with attorneys and other professionals
  • Customer service-oriented, with the ability to develop long-lasting relationships with internal and external business partners
  • Familiarity with the attorney/client privilege, work product doctrine and other doctrines/privileges that protect attorney-client material from disclosure as well as strategies to ensure protections are in place and maintained

4. BS in Insurance and Actuarial Science with 5 years of Experience

  • Must hold an active PA Property and Casualty Insurance License
  • Ability to work in a fast-paced environment
  • Ability to work independently and as part of a team
  • Excellent customer service, communication and problem-solving skills
  • Self-motivated and possesses valuable selling skills
  • Ability to multitask in a fast-paced work environment and possess organizational skills
  • Experience with Windows-based software including Microsoft Word and Outlook
  • Able to learn computer functions
  • Experience working in an insurance agency 

5. BA in Legal Studies with 4 years of Experience

  • Proficient to a basic level in MS Excel, Word, and Outlook
  • Experience in dealing with customers/clients
  • High level of accuracy and attention to detail
  • Knowledge and experience in credit control
  • Understanding of bookkeeping (QuickBooks/Zero)
  • Proficient data entry skills
  • Possesses basic computer skills such as word-processing
  • Prior experience in customer service or the insurance industry 
  • Great written and verbal communication skills, organizational skills, and problem-solving skills
  • Ability to effectively relate to a customer
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