Published: Sep 26, 2025 - The Insurance Associate manages day-to-day claims operations, including maintaining processes, systems, and prompt responses to inquiries from internal teams, lenders, and external parties. This role supports policy renewals, prepares underwriting documentation and reports, and ensures accurate maintenance of databases and insurance-related records. The associate also requires staying current with industry trends, compiling timely reports, and contributing to special projects to support regional and national management.

Tips for Insurance Associate Skills and Responsibilities on a Resume
1. Insurance Associate, Reliance Partners, Chattanooga, TN
Job Summary:
- Verify benefit eligibility and ensure the accuracy of data
- Facilitate workflow of designated area (regions/insurance companies) to ensure all patients are completed within a 24-48-hour turnaround time
- Record and maintain each insurance company benefit process based upon diagnosis in the company database for CPT codes such as 96920, 96921, and 96922
- Develop appropriate clinical data about cover letters, letters of medical necessity, prior approval requirements and required forms
- Analyze and rectify complaints to provide customized solutions to customers
- Establish and maintain a flow of required information relative to insurance benefits with customer contacts and/or patients, including required prior authorizations and recommended pre-determination of covered diagnosis
- Obtaining any documentation to gain authorizations and/or establish medical necessity
- Execute all written correspondence within the required time frames to Insurance Plans
- Conduct appropriate written and telephone contact and follow-up with insurance plans relative to benefits, medical necessity, and prior approval
- Identify and recommend improvement opportunities based upon root cause analysis of denied diagnoses, pre-determinations, and prior authorizations
Skills on Resume:
- Verify Eligibility (Hard Skills)
- Data Accuracy (Hard Skills)
- Workflow Management (Hard Skills)
- Clinical Documentation (Hard Skills)
- Customer Solutions (Soft Skills)
- Insurance Communication (Soft Skills)
- Authorization Processing (Hard Skills)
- Problem Analysis (Soft Skills)
2. Insurance Associate, Western Surety Company, Sioux Falls, SD
Job Summary:
- Communicate patterns to the staff, as well as report all findings to management
- Communicate patterns, denial of pre-determination/pre-certification to the Claim Specialist, Appeal Specialist, and manager
- Track all customer activity in the department database
- Coordinate activities with the respective Sales Account Representative or Region Manager
- Ensure compliance with the parameters of the Reimbursement Reassurance Program
- Comply with the obligations of the Health Insurance Portability and Accountability Act (HIPAA) and all associated agreements entered into by the Company
- Effectively maintain a current database of patient benefits, and the means to summarize the status and results, and report this information to management
- Assist customers with reimbursement strategies and procedures to maximize payments
- Plan for day-to-day activity to handle and coordinate projects promptly
Skills on Resume:
- Pattern Reporting (Hard Skills)
- Claims Communication (Soft Skills)
- Activity Tracking (Hard Skills)
- Project Coordination (Soft Skills)
- Program Compliance (Hard Skills)
- HIPAA Knowledge (Hard Skills)
- Database Management (Hard Skills)
- Customer Assistance (Soft Skills)
3. Insurance Associate, American Fidelity Assurance, Oklahoma City, OK
Job Summary:
- Support the Estate and Business Planning Specialist and their collaboration with other senior wealth management professionals in planning and insurance offerings through day-to-day sales and service of the First Republic life insurance business line
- Manage business utilizing the Smart Office agency management system
- Prepare memos, letters, documents, and reports for internal and external distribution by translating conceptual direction into succinct communications
- Work closely with Compliance and Operations on requested approvals or reviews
- Manage calendaring and department-wide communications
- Track commission and revenue generated by the Estate and Business Planning Specialist
- Manage the client opportunity list and the client insurance underwriting file
- Provide general administrative support such as email and calendar management, logistics and event management, preparation of marketing materials and presentations
Skills on Resume:
- Wealth Planning Support (Soft Skills)
- Sales Service (Hard Skills)
- Document Preparation (Hard Skills)
- Compliance Coordination (Hard Skills)
- Calendar Management (Hard Skills)
- Revenue Tracking (Hard Skills)
- Client Management (Soft Skills)
- Administrative Support (Soft Skills)
4. Insurance Associate, HITT Contracting Inc., Falls Church, VA
Job Summary:
- Assessing capital allocation decisions for Athene and management of Athene’s balance sheet
- Active involvement in evaluating and setting company strategy, annual and long-term budgeting
- Managing rating agency and regulator communications, investor relations, management compensation and capital structure
- Performing company and industry due diligence, including risk assessment and quantitative and qualitative analysis of business and market trends
- Conducting financial modeling and analysis, incorporating various business projections and capital structures, while stress testing critical assumptions
- Partnering with external due diligence advisors such as accountants, tax experts, consultants and lawyers
- Partner with teams across the Apollo Platform to conduct analyses and drive value
- Working with counterparties to raise financings for Athene
- Assist the senior management with additional ad hoc projects
Skills on Resume:
- Capital Allocation (Hard Skills)
- Strategic Planning (Hard Skills)
- Regulatory Communication (Soft Skills)
- Due Diligence (Hard Skills)
- Financial Modeling (Hard Skills)
- Advisor Collaboration (Soft Skills)
- Cross-Team Partnership (Soft Skills)
- Financing Support (Hard Skills)
5. Insurance Associate, Ares Insurance Solutions, New York, NY
Job Summary:
- Reviews all new loans to ensure proper set-up for all types of insurance related to that loan
- Reviews premiums due and ensures premium payments are made to the private mortgage insurance companies, FHA, and others
- Ensures payment of all insurance premiums as billed by reviewing insurance billings received and affecting the system so the funds are pulled from the escrow and insurance information is updated properly in the system
- Ensures that proper coverage is in place at all times and that there is no lapse of insurance coverage
- Monitors all loans to ensure proper coding of properties located in flood zones
- Reviews all new loans placed on the system for proper flood zone coding, including the appropriate identification of required flood insurance
- Monitors throughout the life of the loan to ensure proper flood insurance coverage
- Performs periodic audit with all third-party providers of flood insurance information and compares against the bank’s portfolio of loans
- Prepares a monthly report documenting compliance with the National Flood Insurance Program
- Reviews reports of policies set to expire and contacts the insurance agency or the customer to get information to renew or takes action to force-place a policy
- Orders force-place insurance coverage on loans that have had a lapse in insurance
- Monitors loans with force-placed insurance
Skills on Resume:
- Loan Review (Hard Skills)
- Premium Management (Hard Skills)
- Escrow Processing (Hard Skills)
- Coverage Assurance (Hard Skills)
- Flood Coding (Hard Skills)
- Policy Monitoring (Hard Skills)
- Audit Compliance (Hard Skills)
- Report Preparation (Hard Skills)
6. Insurance Associate, Invenergy, Chicago, IL
Job Summary:
- Pays premiums and prepares a monthly report
- Processes all private mortgage insurance by verifying and updating private mortgage insurance information
- Cancels private mortgage insurance in accordance with the Home Owners Protection Act
- Monitors new loan and closed loan reports for proper reporting to the private mortgage insurance companies
- Ensures insurance claims are processed and funds are released to facilitate repairs
- Processes all homeowners, automobile, and boat insurance updates and issues payments by updating the core servicing system with current insurance information
- Issue payments from the customer’s escrow
- Sorts incoming mail and reviews inbound mail for insurance invoices, declarations, and cancellations
- Distributes non-insurance-related mail to the appropriate loan service staff
- Receives paper and electronic notification of insurance premiums due
- Generates checks electronically
- Generates manual checks to pay the premium in a timely fashion
- Responds to customer calls
- Contacts and follow-ups by phone or email to reach insurance agents regarding policies
Skills on Resume:
- Premium Payment (Hard Skills)
- Insurance Processing (Hard Skills)
- Policy Cancellation (Hard Skills)
- Loan Monitoring (Hard Skills)
- Claims Handling (Hard Skills)
- System Updates (Hard Skills)
- Mail Management (Hard Skills)
- Customer Communication (Soft Skills)
7. Insurance Associate, EPIC Brokers, Birmingham, AL
Job Summary:
- Manage the day-to-day operations of claims, including the maintenance of claims processes and systems
- Respond to insurance-related inquiries from internal groups, lenders and suppliers/contractors
- Maintain close relationships with external parties, including the broker and adjusters
- Manage the insurance inbox and respond to all inquiries promptly
- Maintain and update existing reports and databases
- Assist with policy renewals including documentation preparation, underwriting submissions and related reports (i.e., premium adjustment reports)
- Maintain up-to-date knowledge of insurance markets, current developments and trends in the field of insurance and risk management through industry publications, surveys and participation in professional associations and organizations
- Compile and organize various scheduled and ad-hoc reports in an accurate and timely manner
- Participate in special projects to support the Regional and National management
Skills on Resume:
- Claims Management (Hard Skills)
- Inquiry Response (Soft Skills)
- Relationship Building (Soft Skills)
- Inbox Oversight (Hard Skills)
- Report Maintenance (Hard Skills)
- Policy Renewal (Hard Skills)
- Market Knowledge (Hard Skills)
- Project Support (Soft Skills)
8. Insurance Associate, Amwins Group Inc., Houston, TX
Job Summary:
- Interact directly with high-net worth clients, along with their trusted advisors such as accountants, attorneys, agents and business managers-
- Provide excellent service for the risk management division for Nucleus Advisors
- Complete insurance applications and liaise with insurance carriers throughout the underwriting process
- Coordinate and schedule medical appointments
- Assist with insurance policy requests, inquiries and updates
- Facilitate premium payments via wire transfer, ACH transfer or check payments
- Prepare quotes and obtain illustrations for new opportunities
- Complete client suitability documentation to fulfill compliance requirements
- Track and update appointments with carriers and insurance state licenses
Skills on Resume:
- Client Interaction (Soft Skills)
- Risk Management (Hard Skills)
- Application Processing (Hard Skills)
- Appointment Coordination (Hard Skills)
- Policy Assistance (Soft Skills)
- Payment Facilitation (Hard Skills)
- Quote Preparation (Hard Skills)
- Compliance Documentation (Hard Skills)
9. Group Insurance Associate, Brown & Riding Insurance Services, Dallas, TX
Job Summary:
- Support with insurance procurement across all countries of operation in the Pacific
- Act proactively and collaboratively with all business departments
- Assist with the management and renewal of insurance policies with multiple renewal dates throughout the year
- Provide support and assistance in responding to general inquiries from the business regarding insurance provisions in contracts or coverage available through group insurance policies
- Work with property management teams and risk engineers to manage risk engineering, loss prevention advice and recommendations
- Assist in strengthening risk and insurance awareness at an asset and operational level
- Support the management of claims in conjunction with business units and external service providers, including insurers and notify them of any potential and actual claims under contracts of insurance
- Support the insurance due diligence process for new transactions and construction projects
- Working with brokers to obtain coverage summaries and premium forecasts
Skills on Resume:
- Insurance Procurement (Hard Skills)
- Cross-Department Collaboration (Soft Skills)
- Policy Renewal (Hard Skills)
- Coverage Support (Soft Skills)
- Risk Management (Hard Skills)
- Awareness Building (Soft Skills)
- Claims Support (Hard Skills)
- Due Diligence (Hard Skills)
10. Insurance Associate, Lockton Affinity, Overland Park, KS
Job Summary:
- Assess and determine the risk exposures/items that should be insured
- Manage the insurance policy renewal calendar
- Assist the commercial bidding team as a subject matter expert and ensure commercial contracts accurately reflect acceptable insurance and liability clauses
- Provide expert insight into the applicability of insurance products to manage risks within new business models and manage the process to price the cover
- Coordinate input to determine required insurance cover levels
- Ensure compliance with local insurance requirements and take out local insurance
- Arrange and coordinate actuary analysis requirements
- Conduct market benchmarking of insurance costs and coverage
- Collect and analyze data for insurance policy discussions
- Manage and coordinate the policy tendering process
- Manage relationships with brokers, assess and optimize existing broker coverage
- Organize loss prevention workshops and arrange visits/surveys to reduce insurance premiums
- Manage the claims handling process
- Track and analyze data for insurance losses and consider if the current cover is sufficient
Skills on Resume:
- Risk Assessment (Hard Skills)
- Policy Renewal (Hard Skills)
- Contract Review (Hard Skills)
- Product Insight (Hard Skills)
- Coverage Compliance (Hard Skills)
- Actuary Coordination (Hard Skills)
- Broker Management (Soft Skills)
- Claims Handling (Hard Skills)