What Do Insurance Agent Assistants Do?
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…Read more
- Establish new claims and file accordingly.
- Review documents for completeness and accuracy.
- Provide clerical and administrative support as needed.