Insurance Assistant Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

Customer-oriented and highly efficient Insurance Assistant seeking a challenging position with ‘ABC Insurance Corporation’ to use my strong background and experience to achieve company targets, and provide excellent client satisfaction.

Summary of Skills:

  • Comprehensive knowledge of various life insurance policies,

  • Ability to understand clients’ needs, and recommend insurance policies

  • Adept at explaining features, advantages, and rules to customers

  • Proficient in answering customer queries over calls, mails and doing various tasks like photocopying, fax or filing documentation

  • Ability to handle and answer queries and inquiries related to policies

  • Capable of managing and organizing insurance policy documents

  • Competent in handling Microsoft Office Suite and other computer applications

  • Exceptional interpersonal and customer service skills

Work Experience:

Insurance Assistant

Starr Insurance Services, Stamford, CT

July 2016 – Present

  • Handling incoming calls, and assisting customers for choosing an appropriate life insurance policy

  • Preparing insurance forms, including identification cards, policy papers, premium schedules, and endorsements for better understanding of the customers

  • Assisting for the issuance of policy before maturity date in special cases like hospitalization or emergency situations

  • Building and managing portfolio of insurance customers by maintaining good relationships, and providing quality services

  • Assisting executives with their daily tasks like recording minutes of client meetings as well as handling the portfolios

  • Coordinating with insurance agents to promote life insurance policies using unique marketing techniques, and added $50.5M in revenue for the last financial year

  • Forwarding incoming messages and correspondence to agents working on field to achieve monthly targets

Insurance Assistant

Secura Incorporation, Stamford, CT

March 2015 – June 2016

  • Identified business opportunities and contacted potential customers to explain life insurance policies

  • Took responsibility to create underwriting reports for 150+ clients, and communicated the missing information to the team

  • Researched and analyzed customers’ demands, and suggested launching of 3 new MediClaim policies to senior management

  • Rescheduled missed appointments for clients, and collected payments for medical as well as private insurances

  • Provided timely professional advice to insurance policy holders by resolving queries, and processed monthly premium transactions

  • Regularly communicated with team, insurance agents or brokers to research, and collect necessary information for reviewing transactions

Underwriting Assistant

Secura Incorporation, Stamford, CT

September 2013 – February 2015

  • Performed underwriting support activities associated with information gathering, and prepared list of prospective clients

  • Completed and prepared documents on certificates, proposals and policy summaries under supervision

  • Worked with other underwriters to assist in daily processing of multiple insurance products available according to age group

  • Provided assistance in manual policy issuance by completing paperwork formalities for new clients, and informed them about policy benefits

  • Answered queries to resolve minimum doubts, and converted potential clients into long-term policyholders by explaining available life insurance policies

  • Performed various pre-underwriting activities by gathering data, analyzing it, and selecting rates or forms for coverage


Crowne Plaza Hotel, Stamford, CT

July 2012 – August 2013

  • Maintained files and records relating to financial transactions at the receptionist desk

  • Greeted customers, understood their lodging requirements, and provided them best rooms as per their needs

  • Prepared final invoices by including other fees like valet parking, room service, WiFi charges, and other special services offered at the hotel

  • Handled cash drawers during peak hours, and tendered change to customers

  • Performed bookkeeping duties by maintaining daily transaction records

  • Processed credit and debit card payment as per the client’s convenience

  • Recorded food orders and processed payments displaying excellent customer service


  • Bachelor’s Degree in Finance

    University of Connecticut, Stamford, CT



On request.

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