Insurance agent assistants provide administrative support to the insurance agent on a day-to-day basis. Occasionally, they support multiple agents at once. Responsibilities include receiving phone calls and walk-ins from clients, processing customer service requests, and building and maintaining the commission database. The insurance agent assistant also plays a role in completing insurance applications and managing customer files. The insurance agent assistant's work schedule varies depending on the needs of the employer, although these individuals typically work full time during regular business hours. Work is carried out in an office setting, though visits to clients are sometimes required. Insurance agent assistants should be prepared to take many requests throughout the workday and be able to follow directions very closely with minimal supervision.
Educational requirements for this position vary; a postsecondary degree is typically not required, though it may be preferred. Experience in a similar position - or more generally in an office environment - may be required or preferred as well. Basic administrative skills such as typing proficiency, basic computer skills, and the ability to communicate effectively are essential in this position. Data entry experience may be preferred or helpful in this position.. Being organized is the key to success in this position. Attention to detail and the ability to multitask are also essential.
Insurance Agent Assistant Tasks
Review documents for completeness and accuracy
Provide clerical and administrative support as needed.
Establish new claims and file accordingly.