Updated: July 27, 2025 - The Insurance Professional delivers comprehensive services in policy management, claims handling, and client communication across multiple insurance lines. This role ensures accurate risk assessment, regulatory compliance, and operational efficiency through strong analytical and organizational skills. The individual contributes to high customer satisfaction and retention by conducting thorough policy reviews and resolving issues proactively.


Tips for Insurance Skills and Responsibilities on a Resume
1. Insurance Supporter, Beacon Point Insurance Group, Tulsa, OK
Job Summary:
- Protecting the most important things for customers
- Introduce and advise on the most suitable insurance products for each stage of the customer's life (protection of health, family, finance, personal property, etc.)
- Give customers the best experience in terms of quality before and after sales service
- Complete all necessary documents for the Customer's Insurance contract
- Assist the customer in medical examination, and hand over the insurance document to the Customer
- Assist the customer in the claim procedure
- Submit a claim file according to the regulations of TCB and the insurance partner
- Handle and resolve customers' urgent/unexpected support requests quickly, promptly, and satisfactorily
- Looking for opportunities to introduce customers to other sales forces
- Be the first contact for customers to contact when they arise support requests, questions and problems about insurance
- Store and update daily/weekly/monthly reports on sales results/customer referral results from the sales force
- Building and ensuring service quality, customer relationship
- Be the first point of contact for customers when their insurance-related needs arise
- Ensuring the best service quality in every step of the customer's journey
- Strictly comply with policies on information security, customer privacy, and standards of behavior
- Comply with agreements on service quality between TCB and insurance partners
- Comply with the process of selling and issuing insurance contracts by the standards of TCB and insurance partners
- Continuously improve knowledge và soft skills to meet the increasingly complex and high requirements of service quality
- Ensuring every customer is satisfied with the service provided through self-study and attending training courses
- Ownership, responsibility in work, through clear orientation, towards outstanding results
- Fully aware of organizational culture and perform tasks according to core values and behavioral standards, embodying Techcomer's DNA
- Actively participate in organizational culture-building activities
Skills on Resume:
- Insurance Knowledge (Hard Skills)
- Claims Processing (Hard Skills)
- Customer Service (Soft Skills)
- Policy Management (Hard Skills)
- Problem Solving (Soft Skills)
- Relationship Building (Soft Skills)
- Regulatory Compliance (Hard Skills)
- Communication (Soft Skills)
2. Insurance Specialist, Horizon Valley Insurance Services, Lubbock, TX
Job Summary:
- Conduct outbound calls to insurance companies and determine if the patient will be serviced through DME or pharmacy
- Ensure patient primary insurance is accurate and entered in the appropriate system
- Handle denials and appeals for all private insurances and some Medicare patients
- Bill orders corresponding to a denial or change to a patient's account
- Contact patients for additional insurance information
- Handle all inbound calls from patients and insurance companies regarding any payments made by the insurance company
- Intake all credit card payments and questions regarding invoices for supplies
- Rebill claims to insurance companies via paper or electronic means
- Contact insurance companies to obtain claim status
- Be responsive to ongoing feedback and training from team leaders and supervisors
- Ensure appropriate representation of MED by demonstrating the greatest degree of professionalism and conduct
Skills on Resume:
- Insurance Verification (Hard Skills)
- Claims Management (Hard Skills)
- Patient Communication (Soft Skills)
- Billing Knowledge (Hard Skills)
- Denial Handling (Hard Skills)
- Call Handling (Soft Skills)
- Payment Processing (Hard Skills)
- Professional Conduct (Soft Skills)
3. Crop Insurance Account Manager, Crestline Benefit Solutions, Little Rock, AR
Job Summary:
- Assist with the management of the current crop insurance book of business
- Ensuring all documentation is handled, input and processed timely, accurate and complete manner
- Communication with clients and understanding their operations to help address concerns
- Handle questions or potential claim issues as well as monitor the development of the crops
- Process and manage the claim process
- Cross-check clients' reports to ensure accuracy (i.e, billing, historical information and acreage)
Skills on Resume:
- Crop Insurance (Hard Skills)
- Document Management (Hard Skills)
- Client Communication (Soft Skills)
- Claims Monitoring (Hard Skills)
- Data Accuracy (Hard Skills)
- Problem Solving (Soft Skills)
- Report Verification (Hard Skills)
- Customer Support (Soft Skills)
4. Insurance Administrator, SummitBridge Risk Advisors, Rochester, NY
Job Summary:
- Prepare insurance reports for Branch Executives and department managers
- Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
- Advise clients on the insurance policies that best suit their needs
- Assist with customizing insurance programs to suit individual clients
- Deliver approved policies to new clients and explain the benefits and risks of the policy
- Keep abreast of industry and market trends and best practices
- Coordinate payment and tracking of insurance invoices
- Obtain and review insurance certificates and endorsements for accuracy
- Develop, maintain, track and report information in the insurance certificate databases
Skills on Resume:
- Insurance Advising (Hard Skills)
- Client Persuasion (Soft Skills)
- Policy Customization (Hard Skills)
- Report Preparation (Hard Skills)
- Industry Awareness (Soft Skills)
- Invoice Coordination (Hard Skills)
- Certificate Review (Hard Skills)
- Data Tracking (Hard Skills)
5. Insurance Agent, Golden Crest Assurance, Augusta, GA
Job Summary:
- Present and sell insurance policies to new and existing clients
- Develop and calculate suitable plans based on clients' needs
- Resolve client inquiries and complaints
- Expand business reach through networking techniques
- Comply with insurance standards and regulations
- Track and identify areas of improvement
Skills on Resume:
- Policy Sales (Hard Skills)
- Plan Development (Hard Skills)
- Client Resolution (Soft Skills)
- Business Networking (Soft Skills)
- Regulatory Compliance (Hard Skills)
- Performance Tracking (Hard Skills)
- Customer Service (Soft Skills)
- Needs Analysis (Hard Skills)
6. Insurance and Risk Analyst, Meadowbrook Coverage Solutions, Sioux Falls, SD
Job Summary:
- Maintaining current and accurate exposure schedules
- Maintain current and accurate insurance policy files, schedules and premium allocations
- Respond to certificate of insurance requests
- Coordinate insurance policy renewal information and complete draft applications
- Coordinate the driver safety program
- Request, edit and report quarterly workers' compensation loss runs
- Coordinate property and casualty claims
- Maintain System Insurance and Risk Management Intranet Site
Skills on Resume:
- Exposure Management (Hard Skills)
- File Maintenance (Hard Skills)
- Certificate Handling (Hard Skills)
- Policy Renewal (Hard Skills)
- Safety Coordination (Soft Skills)
- Loss Reporting (Hard Skills)
- Claims Coordination (Hard Skills)
- Intranet Management (Hard Skills)
7. Insurance Assistant, Northview Benefit Plans, Birmingham, AL
Job Summary:
- Processing new applications, preparing renewals, processing changes and issuing insurance documentation
- Handle customer inquiries, provide appropriate solutions and alternatives through problem-solving within the time limits
- Follow up to ensure resolution and satisfaction
- Provide accurate, valid and complete information by using company standard procedures
- Keep records of customer interactions, process customer accounts and file documents
- Follow communication procedures, guidelines and policies
- Fostering strong relationships with clients to maintain client retention
- Treating each client interaction as an opportunity for education and an opportunity for account rounding
- Professionally interacting with clients in all communications, including via phone, email, and face-to-face
Skills on Resume:
- Application Processing (Hard Skills)
- Problem Solving (Soft Skills)
- Customer Follow-up (Soft Skills)
- Information Accuracy (Hard Skills)
- Record Keeping (Hard Skills)
- Policy Compliance (Hard Skills)
- Client Retention (Soft Skills)
- Client Communication (Soft Skills)
8. Insurance Broker, Cornerstone Financial Protection, Lexington, KY
Job Summary:
- Providing expert advice, recommendations, and counseling to prospects about their insurance coverage, geared to their unique needs and exposures
- Meeting and/or exceeding individual sales targets as well as department goals
- Preparing documentation for prospects
- Complete applications for issuing insurance certificates, and set applications for processing by the internal or external keying team
- Maintaining professional and collaborative relationships with key underwriters
- Resolving any concerns or complaints with a professional demeanor by leveraging product and service knowledge
- Quoting new prospects using Applied Rating Services or Company Portals
- Representing the brokerage at industry functions
- Keeping current on industry changes, underwriting rules, and workflow processes
- Actively participate in training initiatives
Skills on Resume:
- Insurance Advising (Hard Skills)
- Sales Achievement (Soft Skills)
- Document Preparation (Hard Skills)
- Application Processing (Hard Skills)
- Underwriter Relations (Soft Skills)
- Issue Resolution (Soft Skills)
- Quote Generation (Hard Skills)
- Industry Engagement (Soft Skills)
9. Insurance Consultant, Highland Ridge Claims Management, Cheyenne, WY
Job Summary:
- Review and advise on customer insurance requirements
- Identify cross-selling opportunities
- Acquire and maintain knowledge of insurance products
- Deal with insurance claims
- Process and dispatch renewal documentation
- Implement customer money collection and processing procedures
- Produce correspondence within the required timeframes
- Develop and sustain effective working relationships with customers
Skills on Resume:
- Insurance Review (Hard Skills)
- Cross Selling (Soft Skills)
- Product Knowledge (Hard Skills)
- Claims Handling (Hard Skills)
- Renewal Processing (Hard Skills)
- Payment Processing (Hard Skills)
- Timely Communication (Soft Skills)
- Customer Relations (Soft Skills)
10. Insurance Coordinator, Maple Oak Risk Solutions, Manchester, NH
Job Summary:
- Open and close the dental office according to office protocol
- Manage day-to-day business and financial operations of the dental office
- Keep the office neat and in a professional appearance
- Greet and welcome patients and visitors to the practice
- Explain the office policy to patients including the late cancellation and no-show policy
- Responsible for patient billing questions and collecting payment from patients at the time of treatment
- Schedule follow-up and new appointments
- Maintain that patient records are stored securely and handled in compliance with HIPAA privacy and security regulations
- Manage delinquent patient accounts and prepare appropriate correspondence to patients and/or insurance companies
- Update insurance billing information for all patients
Skills on Resume:
- Office Management (Hard Skills)
- Financial Operations (Hard Skills)
- Professional Appearance (Soft Skills)
- Patient Greeting (Soft Skills)
- Policy Explanation (Soft Skills)
- Payment Collection (Hard Skills)
- Appointment Scheduling (Hard Skills)
- Record Compliance (Hard Skills)
11. Travel Insurance Manager, Bluefield Coverage Agency, Montgomery, WV
Job Summary:
- Collaborate with the Profit Center Management to develop a profitable Leisure Travel business
- Manage a team of travel insurance professionals
- Work and integrate with several different cross-functional teams
- Onboard new retail and wholesale accounts
- Implement underwriting guidelines for all travel products
- Oversee the portfolio management process
- Ensure all travel leisure businesses are compliant
- Develop material and conduct training to third-party and administrative partners
- Work with contracted agents and brokers to support business development efforts
Skills on Resume:
- Business Development (Hard Skills)
- Team Management (Soft Skills)
- Cross Collaboration (Soft Skills)
- Account Onboarding (Hard Skills)
- Guideline Implementation (Hard Skills)
- Portfolio Oversight (Hard Skills)
- Compliance Assurance (Hard Skills)
- Partner Training (Soft Skills)
12. Insurance Processor, Pine Hills Insurance Partners, Jackson, MS
Job Summary:
- Review incoming mail for the department and pass it out to the appropriate person for handling
- General office support, including typing, spreadsheets, database management, and file preparation
- Keep the agency management system current and updated
- Provide department and/or office phone back-up and deposits as assigned by management
- Request and return off-site storage records
- Retrieve the carrier website documentation for distribution to staff
- Learn and adhere to applicable HUB International Gulf South Procedures and Operational Professional Standards
Skills on Resume:
- Mail Distribution (Hard Skills)
- Office Support (Soft Skills)
- System Updating (Hard Skills)
- Phone Coverage (Soft Skills)
- Record Retrieval (Hard Skills)
- Document Handling (Hard Skills)
- Procedure Compliance (Hard Skills)
- Data Management (Hard Skills)
13. Insurance Producer, RedRock Risk Solutions, Billings, MT
Job Summary:
- Present and sell insurance policies to new and existing clients
- Develop and present suitable coverages based on clients' needs
- Resolve client inquiries and help with complaints
- Expand business reach through networking techniques
- Handle service requests for the book of business
- Comply with insurance standards and regulations
- Track and identify areas of improvement
- Maintain agency CRM database (Epic)
Skills on Resume:
- Policy Sales (Hard Skills)
- Coverage Development (Hard Skills)
- Client Resolution (Soft Skills)
- Business Networking (Soft Skills)
- Service Management (Hard Skills)
- Regulatory Compliance (Hard Skills)
- Performance Tracking (Hard Skills)
- CRM Maintenance (Hard Skills)
14. Insurance Sales Manager, Silver Creek Insurance Services, Fort Wayne, IN
Job Summary:
- Creating an atmosphere of quality, growth, development and job satisfaction for all insurance sales agents
- Recruiting, selecting, training, retaining, and developing insurance sales agents
- Developing and attaining business objectives
- Providing high-quality policyholder service and public relations
- Supporting the company's mission, vision and values statement
- Participating in mentor-led appointments
- Asking clients for referrals
- Engaging in personal observation throughout the community
- Participating in community activities
Skills on Resume:
- Team Development (Soft Skills)
- Agent Training (Hard Skills)
- Goal Setting (Hard Skills)
- Customer Relations (Soft Skills)
- Mission Support (Soft Skills)
- Mentorship Participation (Soft Skills)
- Referral Generation (Soft Skills)
- Community Engagement (Soft Skills)
15. Insurance Sales Representative, Riverstone Insurance Group, Chattanooga, TN
Job Summary:
- Selling Commercial Trucking Insurance and other insurance to the current base of customers
- Partner with internal departments to grow the book of business with current customers
- Support and service new and renewal business
- Focus on small accounts that are transactional and fast-paced to generate new revenue and grow the exclusive Commercial Trucking Program
- Identifying prospective customers using established lead methodologies for new business
- Submit applications to the underwriter and negotiate policy terms and costs
- Deliver quote proposals and provide an overview of coverage terms
- Making presentations to decision-makers of trucking companies to establish or maintain a relationship (Independent Owner Operators, Large Fleets and Small Businesses)
- Exceeding sales goals for volume of quality new business quoted and written, generating new commission income
Skills on Resume:
- Insurance Sales (Hard Skills)
- Client Expansion (Soft Skills)
- Account Servicing (Hard Skills)
- Revenue Generation (Hard Skills)
- Lead Identification (Hard Skills)
- Policy Negotiation (Hard Skills)
- Quote Presentation (Soft Skills)
- Client Outreach (Soft Skills)
16. Insurance Specialist, Oakridge Risk Management, Lincoln, NE
Job Summary:
- Ensure service delivered to customers meets contractual Key Performance Indicators (‘KPIs’)
- Clarify customer requirements, probe for understanding, use decision-support tools and resources
- Resolve customer issues that are non-standard/unstructured and require some clarification or conceptual thinking
- Listen attentively to customer needs and concerns
- Demonstrate empathy while maximizing the opportunity to build rapport with the customer
- Greet customers in a courteous, friendly, and professional manner using agreed-upon procedures
- Maintain broad knowledge of client products and/or services
- Prepare complete and accurate work including appropriately notating accounts
- Participate in activities designed to improve customer satisfaction and business performance
- Offer additional products and/or services
- Track, document and retrieve information in the call tracking database
Skills on Resume:
- KPI Management (Hard Skills)
- Customer Clarification (Soft Skills)
- Issue Resolution (Soft Skills)
- Active Listening (Soft Skills)
- Customer Empathy (Soft Skills)
- Professional Greeting (Soft Skills)
- Product Knowledge (Hard Skills)
- Account Notation (Hard Skills)
17. Insurance Verification Specialist, Suncrest Assurance Agency, Topeka, KS
Job Summary:
- Obtain and review prior authorizations
- Direct operations scheduling for inpatient and outpatient services
- Verify that patients' benefits and insurance align with procedures and medications
- Resolve medical claims by approving/denying documentation
- Obtain the customer’s insurance policy and update their benefits in the system
- Ensure procedures are covered by the individual’s provider
- Collect current and outstanding payments
Skills on Resume:
- Authorization Review (Hard Skills)
- Service Scheduling (Hard Skills)
- Benefit Verification (Hard Skills)
- Claims Resolution (Hard Skills)
- Policy Updating (Hard Skills)
- Coverage Confirmation (Hard Skills)
- Payment Collection (Hard Skills)
- Insurance Coordination (Hard Skills)