Insurance Associate Resume Sample
Therese Effertz
7716 Christa Orchard,
Philadelphia,
PA
+1 (555) 661 8605
Work Experience
Insurance Associate
02/2018
-
PRESENT
Detroit, MI
- Supports a mid-sized team of Client Advisory and Sales Professionals with account management tasks for various account scopes and complexities
- Facilitates communication across businesses, internally and externally, composes correspondences for circulation and handles service calls from agents
- Creates policy files, makes sure all documents are in the file according to company standards and communicates with agents to acquire necessary documents
- Organizes annual events, works to ensure each event is in alignment with historical and internal expectations and budget restrictions, and plans ad-hoc events, conferences and discussions as delegated
- Assists with presentation and deliverable creation for account work, manages the creation of an agenda and all logistical matters for relevant meetings and exchanges
- Handles accounting matters and reconciles Accounts Receivable with accounting differences and additional financial account management responsibilities
- MS Office (Intermediate level Word and Excel)
- Obtain P&C License within 90 days of employment
- Facilitates communication across businesses, internally and externally, composes correspondences for circulation and handles service calls from outside parties
Corporate Insurance Associate
08/2011
-
10/2017
Chicago, IL
- Works with carriers to quote high-net worth personal lines policies and assists in negotiation of terms and premiums with underwriters. Prepares Summaries of Insurance and Proposals for the Client Advisory and Sales Professionals
- Intermediate proficiency with MS Office (i.e. Word and Excel)
- Willing and able to obtain P&C License within 90 days of employment
- Reviewing COI for accuracy and completeness of data to ensure and to confirm it adheres to GE Policy based on program
- Incumbent to identify any defects or errors on the COI and request corrected information from Broker and/or customer when errors are identified
- Upon receipt of compliant/correct COI associate to input COI details into GE Specific system application
- Manage insurance cancellation requests
Insurance Associate Administrative Assistant
02/2005
-
06/2011
Philadelphia, PA
- Create Letter of Authorization for ICBC customers
- Additional insurance administrative tasks as assigned by manager – process incoming insurance mail, manage insurance inquiries from agents, customers and other GE departments
- Assist in the stewardship process by ordering designated summaries in advance of the review target date and provide assistance to the team in preparation of stewardship reviews; updating summaries; creating spreadsheets and other documents as requested; binding; obtaining quotes; remarketing where applicable
- Assist in the new business process by establishing Applied file, creating binders, identification cards, cancellation forms and coordination of new business policy delivery
- At client advisor manager/client advisor’s direction quote coverages via carrier websites, locate carrier specific information and obtain policy declarations
- Maintain schedule to best support the area’s needs. Support core skillset coverage as needed by the business unit to meet customer expectations/demands
- Open and accepting of new and diverse ideas, while showing appreciation for others’ background, expertise and contributions
Education
Washington State University Spokane
2000 - 2005
Bachelor's Degree in Business
Professional Skills
- Excellent verbal and written communication skills with the ability to build credibility and rapport
- Strong team, leadership, negotiation and interpersonal skills
- Experience with SmartOffice CRM system or demonstrated proficiency at adopting and embracing new systems
- Advanced computer skills, including MS Excel and Word
- Analytical skills; ability to interpret, resolve, and understand implications of complex issues
- Demonstrated ability to organize & prioritize projects; complete multiple tasks on schedule
- Customer Service Skills – ability to manage and respond to customer requests
How to write Insurance Associate Resume
Insurance Associate role is responsible for training, research, insurance, reporting, litigation, recruiting, finance, travel, exceptions, typing.
To write great resume for insurance associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Insurance Associate Resume
The section contact information is important in your insurance associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Insurance Associate Resume
The section work experience is an essential part of your insurance associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous insurance associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Insurance Associate resume experience can include:
- Effectively handle a variety of group wealth telephone calls inquiries while also supporting the efforts of our In-Plan welcome program
- Previous experience demonstrates compatibility to FRB values
- Maintain a valid, unrestricted California Life & Disability Property & Casualty License and meet continuing education requirements
- Communicate and partner directly with other underwriters to ensure cases stay on track while providing a positive client experience
- Experience with insurance and reinsurance with a focus on complex insurance coverage, litigation, counseling and/or insurance defense litigation
- Flexibility – ability to multitask and to shift priorities
Education on an Insurance Associate Resume
Make sure to make education a priority on your insurance associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Insurance Associate Resume
When listing skills on your insurance associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical insurance associate skills:
- Superior customer service skills that consistently demonstrate professionalism
- Attention to detail with strong documentation and follow up skills
- Active listener with the ability to respond effectively to client feedback
- Creating and sending out Evidence of Insurance
- Effective time and personal management in blended Call Centre environment (balancing inbound and outbound calling)
- Experience in blended or outbound Call Centre or telephone servicing
List of Typical Experience For an Insurance Associate Resume
1
Experience For Corporate Insurance Associate Resume
- Ensure assets have valid and current COI
- Analyzing, indexing, of insurance, legal and financial documents; Identify, classify, and sort documents electronically
- Assist in handling overflow inbound call activities
- Assist in creating Excel models to support team engagement work
- Level 2 General Insurance License, or willing to obtain it
- Process policy audits according to workflows
2
Experience For Commercial Insurance Associate Resume
- Update renewal applications according to workflows
- Claims processing - first initial contact and claim follow up to assure claim has been handled
- Knowledge of rating systems, Silver Plume, Word, Excel, Outlook, Internet Explorer, and various other company websites
- Manage calendaring and travel for leadership team
- Collects and compiles satisfaction survey results for all existing team accounts and reports on results to the Sales Professionals
- Accuracy – ensure that data input is correct and entered appropriately
- Work independently, make decisions, and advise on appropriate course of action
- Ensure compliance with all insurance company and Privacy Act rules and regulations
3
Experience For Insurance Associate Administrative Assistant Resume
- Provide superior customer service by assessing the needs of our members while also addressing issues in a timely manner (including member follow-ups) and meeting productivity and quality objectives
- Leverage our system applications to gather information required to resolve member related inquiries
- When appropriate, introduce members to a Sun Life Advisor to assist with an identified need/want for holistic financial advice
- Support the New York Estate and Business Planning Specialist and their collaboration with other senior wealth management professionals in planning and insurance offerings through day-to-day sales and service of the First Republic life insurance business line
- Manage business utilizing Smart Office agency management system
- Work closely with Compliance and Operations on requested approvals or reviews
4
Experience For Entry Level Insurance Associate Resume
- Provide general administrative support such as email and calendar management, logistics and event management, preparation of marketing materials and presentations
- Manage team documentation necessary in SmartOffice CRM system, including
- Proficient at all other Microsoft Office programs
- Able to manage interruptions and multitask
- Maintain accurate and complete electronic documentation of all processed transactions
- Assist in preparation of program proposals
- Assist in preparation of renewal reviews
5
Experience For Personal Insurance Associate Resume
- Prepare policy notebooks for delivery
- Scan and attach paper documents to electronic file
- Assist in the advisory process by ordering designated summaries in advance of the review target date and provide assistance to the team in preparation of client account reviews; updating summaries; creating spreadsheets and other documents as requested; binding; obtaining quotes; remarketing where applicable
- Employee Commission Refund Requests
- Use computer keyboard and sit in a stationary position for extended periods
- Support the Boston Insurance Team by providing hands on support in terms of servicing their clients’ existing life, disability and long term care insurance policies
- Serve as the primary underwriter for new business cases and communicate directly with new and existing client to complete applications
6
Experience For Insurance Associate Intern Resume
- Massachusetts Life insurance license required
- Upload documents electronically to Insured’s Account files
- Responsible for participation and completion of analysis of information and processes
- Holds any insurance, P&C, or brokerage license
- Analyze data and interpret appropriate action. Works well within established procedures
7
Experience For Healthcare Insurance Associate Resume
- Use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones
- Experience with Siebel
- Work is performed in a typical interior/office work environment
- Follows compliance protocols
- Participates in webinars
- Proactive an Organized
List of Typical Skills For an Insurance Associate Resume
1
Skills For Corporate Insurance Associate Resume
- Proactively make calls to Group Benefits clients who are leaving their employer and looking to find solutions to satisfy their life insurance, critical illness and health and dental needs
- Prioritizes work assignments based on urgency to be able to meet deadlines
- Previous outbound call centre experience
- Preference given to individuals with a Level 1 license and 1 year personal lines experience
- Insurance experience desired
- Process certificates and evidence of property insurance as requested, (same day service)
- Creating Informal Parent/Child Cases (if/when case moves to underwriting)
- Updating case through each step of underwriting process
2
Skills For Commercial Insurance Associate Resume
- Entering/updating informal offers
- Managing the Referral Tracker, Pipeline Updates (Opportunity), and Pending Cases
- Entering Commission and Estimated Premium/Updating Policy Multi
- Working knowledge of MS systems, i.e, MS Excel, MS Powerpoint, and MS Word
- Entering contact details, referral info (if applicable) and initial notes
- Updating notes as needed
- Adding to Opportunity (if/when case moves to pipeline)
3
Skills For Insurance Associate Administrative Assistant Resume
- Uploading all required KYC documents to PaperClip
- Uploading application/policy data pages/executed delivery receipt documentsto PaperClip
- Confirming when policy goes inforce and confirm all referral parties are correctly coded (% breakdown) in formal case record
- Coordinating with Insurance Group staff on any system updates/process changes
- Running reports, as needed
- Rating of Small Business
4
Skills For Entry Level Insurance Associate Resume
- Pulling Declarations, Policies, Endorsement, etc off carrier websites
- Quoting on Insurance Carrier Websites
- Entering New Client Detail and Policy Shells
- Entering New Claim detail in Sagitta
- Creating LPR’s BORs and Auto IDs
5
Skills For Personal Insurance Associate Resume
- Processing signed LPR’s with the carrier
- Creating Summaries and Proposals
- Current resumes NEEDED! Tentative start date 1/11/2016 or sooner, depending on completed testing and hiring paperwork. Hours: M-F 8a-5p
- Maintain a spreadsheet tracking active cases including progress and outstanding items
- Prepare for existing client review meetings by running various illustrations and detailing policy summaries
- Proficient with using personal computers in a Windows-based environment including Microsoft Office Suite
- Process change requests and resulting endorsements according to workflows
- Assist in gathering underwriting information as needed
6
Skills For Insurance Associate Intern Resume
- Serve as the first point of contact for clients and resolving inquiries or redirecting to leadership team as appropriate
- Foster and participate in a work environment that values people, invites creativity, and celebrates learning
- Level 2 General Insurance License, or willing to obtain
- Able and willing to become P&C licensed OR currently licensed
- Create and administer reporting for the process
7
Skills For Healthcare Insurance Associate Resume
- Manages process for issuing automobile ID cards for Amgen’s fleet
- Promptly respond to internal and external clients’ inquiries pertaining to coverage, claims issues, etc. in a professional and polite manner
- Level 1 General Insurance License, or willing to obtain it
- Provide general information on plan options to members related to their financial needs, including savings and retirement income
- Prepare memos, letters, documents and reports for internal and external distribution by translating conceptual direction into succinct communications
- Manage calendaring and department wide communications
- Track commission and revenue generated by the Estate and Business Planning Specialist
8
Skills For Insurance Associate Specialist Resume
- Manage client opportunity list and client insurance underwriting file
- Encourage the importance for member to understand conversion rights and review financial security with a licensed representative
- Maintain a large pipeline of clients to ensure members are contacted in a timely fashion
- Introduce clients to a Sun Life Advisor to assist with an identified need for holistic financial advice
- Stay informed of departmental and industry product, policy, and procedure changes
- Supports a mid-sized team with account management tasks for various account scopes and complexities
- Organizes annual events, works to ensure each event is in alignment with historical and internal expectations and budget restrictions, and plans events, conferences and discussions as delegated
- Assists in the remarketing process by obtaining quotes
- Assists Client Advisors in ordering Summaries and prepare documents for meetings (i.e. – spreadsheets, valuable articles schedules)
9
Skills For Insurance Associate With Some Accounting Experience Resume
- Assists in the Operational Excellence of the firm – Processes endorsements upon request; Handles Billing/cancellations; Assists with Group Excess Accounts
- Multitask proficiently in a fast paced, performance driven environment
- Adapt quickly and comfortably to change
- Currently have or immediate completion of level 1 license within one year of hire
- Microsoft Word, Microsoft Excel, Internet Explorer, Outlook, RightFax
10
Skills For Insurance Associate Intern May Resume
- New York or other state life insurance license required
- Exceptional problem solver that employs great judgment and the ability to work independently to solve issues under normal supervision
- Desire to work in a fast paced environment and ability to work extra hours as necessary to get the job done and where colleagues know how to have fun
- Level 1 General Insurance License required
- MS Office proficient (Word, Excel, PowerPoint, Outlook)
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