We are independent & ad-supported. We may earn a commission for purchases made through our links.
Advertiser Disclosure
Our website is an independent, advertising-supported platform. We provide our content free of charge to our readers, and to keep it that way, we rely on revenue generated through advertisements and affiliate partnerships. This means that when you click on certain links on our site and make a purchase, we may earn a commission. Learn more.
How We Make Money
We sustain our operations through affiliate commissions and advertising. If you click on an affiliate link and make a purchase, we may receive a commission from the merchant at no additional cost to you. We also display advertisements on our website, which help generate revenue to support our work and keep our content free for readers. Our editorial team operates independently of our advertising and affiliate partnerships to ensure that our content remains unbiased and focused on providing you with the best information and recommendations based on thorough research and honest evaluations. To remain transparent, we’ve provided a list of our current affiliate partners here.

What Does an Insurance Assistant Do?

Mary McMahon
By
Updated Mar 03, 2024
Our promise to you
Practical Adult Insights is dedicated to creating trustworthy, high-quality content that always prioritizes transparency, integrity, and inclusivity above all else. Our ensure that our content creation and review process includes rigorous fact-checking, evidence-based, and continual updates to ensure accuracy and reliability.

Our Promise to you

Founded in 2002, our company has been a trusted resource for readers seeking informative and engaging content. Our dedication to quality remains unwavering—and will never change. We follow a strict editorial policy, ensuring that our content is authored by highly qualified professionals and edited by subject matter experts. This guarantees that everything we publish is objective, accurate, and trustworthy.

Over the years, we've refined our approach to cover a wide range of topics, providing readers with reliable and practical advice to enhance their knowledge and skills. That's why millions of readers turn to us each year. Join us in celebrating the joy of learning, guided by standards you can trust.

Editorial Standards

At Practical Adult Insights, we are committed to creating content that you can trust. Our editorial process is designed to ensure that every piece of content we publish is accurate, reliable, and informative.

Our team of experienced writers and editors follows a strict set of guidelines to ensure the highest quality content. We conduct thorough research, fact-check all information, and rely on credible sources to back up our claims. Our content is reviewed by subject-matter experts to ensure accuracy and clarity.

We believe in transparency and maintain editorial independence from our advertisers. Our team does not receive direct compensation from advertisers, allowing us to create unbiased content that prioritizes your interests.

An insurance assistant provides administrative support in an insurance office, working with senior agents and other personnel to meet the needs of clients and prospective insurance customers. It may be necessary to hold a license to work as an insurance assistant, and some offices preferentially hire people with bachelor's degrees for these positions. This kind of work can set people up to work as agents eventually, and some offices will provide support and assistance with the examinations needed to work as an agent or broker.

The insurance assistant works at the front desk of the office, handling phone, email, and in person inquiries. Insurance assistants can provide customers with basic information about insurance policies and may offer help for customers who need to file claims or make changes to their policies. As representatives of the agency, they need good communication skills. In some regions, bilingual employees are preferred to reach customers who may not speak the native language of the area.

Another part of the job can involve filing paperwork with the head office, reviewing policies to make sure they are in order, and maintaining the office filing system. As customers update their policies and accounts, the insurance assistant needs to document these changes and issue new paperwork to reflect the alterations to insurance policies. An insurance assistant may supervise other administrative personnel and delegate some tasks to them to focus on more complex and sensitive work.

Each agent has a slightly different working style, and the duties of an insurance assistant can vary. Part of the work requires anticipating the needs of agents and making sure the information they need is ready when they go into meetings and discuss issues with clients. Insurance assistants can also perform research for the agents to help them understand all of the issues that may be associated with a particular customer or policy. For complex and large policies, this research can include a variety of activities like tracking down records of real estate ownership, reviewing medical records from a doctor's office, and so forth.

Insurance offices periodically have openings for assistants and provide information about what they are looking for in their job listings. In addition to educational and license requirements, offices may prefer applicants with some experience in the insurance industry. A person with an interest in becoming an insurance assistant might want to work in an office as a member of the administrative staff to build experience and references before applying for assistant openings.

Practical Adult Insights is dedicated to providing accurate and trustworthy information. We carefully select reputable sources and employ a rigorous fact-checking process to maintain the highest standards. To learn more about our commitment to accuracy, read our editorial process.
Mary McMahon
By Mary McMahon

Ever since she began contributing to the site several years ago, Mary has embraced the exciting challenge of being a Practical Adult Insights researcher and writer. Mary has a liberal arts degree from Goddard College and spends her free time reading, cooking, and exploring the great outdoors.

Discussion Comments
Mary McMahon
Mary McMahon

Ever since she began contributing to the site several years ago, Mary has embraced the exciting challenge of being a...

Learn more
Practical Adult Insights, in your inbox

Our latest articles, guides, and more, delivered daily.

Practical Adult Insights, in your inbox

Our latest articles, guides, and more, delivered daily.