Insurance Assistant CV Template›

Experienced Insurance Assistant who is well-versed in liability insurance as well as personal auto insurance. Adept at organising policy files, coordinating communication between agents and clients and getting answers to client questions. Specialises in business liability insurance and various forms of life insurance.

• Certified life and health insurance sales agent
• Proficient with Microsoft productivity software
• Intimately familiar with insurance agent licensing laws
• Exceptionally organised
• Excellent customer service skills
• Strong organisational skills
• Works well in high-traffic office setting

October 2010 to July 2014 Statewide Insurance-Manchester, UK Insurance Assistant

• Responsible for handlling all incoming calls and passing messages on to appropriate personnel.
• Often asked to developed detailed business risk assessment reports for agents who were trying to win new business.
• Maintained good working relationship with the claims team at the company’s main headquarters.

September 2004 to October 2010 Big Time Insurance-Manchester, UK Insurance Assistant

• Assisted in developing a more efficient way to track policyholders and any reported incidents.
• Responsible for taking incoming messages and correspondence and getting it to agents working in the field.
• Created a spreadsheet that agents used to track new opportunities and develop their own sales funnels.

July 1994 to September 2004 Liability Insurance Incorporated-Manchester, UK Insurance Assistant

• Handled all incoming calls and also assisted customers with a variety of questions.
• Helped to coordinate the schedules for the field agents so that correspondence and messages could still be sent to them.