Insurance Assistant is a basic role in any organization handling insurance as their key business. These people require at least two years of experience in customer servicing or administrative experience is preferred.
Skills Required
Insurance assistant must possess at least a high school diploma
Must have attention to details and the ability to interpret procedures.
Effective interpersonal, organizational and communication skills to resolve daily issues, answer frequently asked questions and ability to judge the right time to escalate more complex issues.
Must possess knowledge and skills in computer especially in Microsoft Office packages.
Responsibilities of Insurance Assistant
Maintain, create and work with huge information databases.
Look after creation and development of insurance and bonding reports.
Prepare and fill up insurance forms and documents, certificates, etc.
Preparation of invoices and file customer database for the area assigned to them.
Provide excellent customer service and provide support to retain and acquire profitable business of the company.