Insurance Assistant Resume Example & Writing Guide

Insurance Assistant Resume Example
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Insurance Assistant Resume Sample


A highly organized and detail-oriented insurance assistant with over 3 years of experience in the industry. Proficient in administrative tasks such as data entry, filing, and customer service. Skilled in using insurance software and systems.


Insurance Assistant, ABC Insurance Company

January 2018 - Present

  • Assist in the processing of insurance policies and claims.
  • Handle customer inquiries via phone, email, and in-person.
  • Perform data entry and maintain accurate records.
  • Prepare and distribute correspondence and reports.
  • Support agents and managers with various administrative tasks.

Administrative Assistant, XYZ Company

June 2016 - December 2017

  • Managed office tasks such as filing, scheduling appointments, and answering phones.
  • Assisted with payroll and human resources functions.
  • Created and maintained spreadsheets and reports using Microsoft Excel.
  • Coordinated and executed events and meetings.


  • Proficient with insurance software and systems such as Applied Epic and Salesforce.
  • Strong attention to detail and accuracy.
  • Excellent organizational and time-management abilities.
  • Effective communication skills, both verbal and written.
  • Ability to work well in a team environment.

Expert Tip

Proofread Carefully

Typos or grammatical errors can leave a bad impression. Always proofread your resume multiple times, and consider having a friend or mentor check it as well.

Insurance Assistant Resume Writing Guide


An Insurance Assistant generally provides administrative support to insurance agents or claims adjusters in processing insurance policies/applications and reviewing claims. They are required to have excellent communication, interpersonal, organizational and computer skills. One of the primary ways to enter into this field is by creating an impressive resume.

Key skills to include in an Insurance Assistant resume

  • Strong verbal and written communication skills
  • Experience in handling insurance policies and claims
  • Excellent computer and data entry skills
  • Ability to prioritize tasks and meet deadlines
  • Attention to detail and accuracy
  • Good time-management skills
  • Knowledge of insurance terminology and concepts
  • Ability to work independently and in a team
  • Good problem-solving skills

Resume format for an Insurance Assistant

The format of an Insurance Assistant resume needs to be well-structured and organized. It should include the following sections:

Header section

  • Name and contact information: Full name, address, phone number, and email address.
  • Objective statement: A summary of your career goals and objectives relevant to the insurance assistant position.

Summary section

A brief summary of your skills and experience as an insurance assistant. This section should include your key skills, experience and expertise in the field.

Work experience section

This section should include details of your previous work experience in the insurance industry. List your work experience in reverse chronological order, starting with your most recent job.

  • Job title and dates
  • Company name and location
  • Main job responsibilities and achievements in bullet points

Education section

This section should include your educational qualifications related to the job. List your academic achievements in reverse chronological order.

  • Name of the degree completed and the institution name
  • Year of completion

Additional skills section

This section may consist of any additional skills or certifications that are relevant.

  • Computer skills: Mention your proficiency in MS Office, Excel, and any other related software.
  • Certification: If you have any insurance-related certifications, mention them here.


An Insurance Assistant resume is a tool that can help you launch your career in the insurance industry. It should showcase your relevant skills, expertise, and experience to the potential employer. By following the format discussed in this article, you can create an impressive and well-organized insurance assistant resume that can convey your potential to employers.

Common Resume Writing Mistake

Not Customizing Your Resume

Every job and employer is different, so it's essential to tailor your resume to each job you're applying for. Failing to do so may make it seem like you're not genuinely interested in the position.

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