Insurance Assistant Job Description Template

The Insurance Assistant job description template is a document designed to guide recruiters and hiring managers in finding the right candidates for administrative and support roles in insurance companies. This template outlines the key responsibilities, qualifications, and necessary skills needed for individuals who can assist with tasks such as claims processing, client servicing, data entry, and document management. As an important supporting role in the insurance industry, finding the right candidate can be critical to the overall success of an organization.

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Job Overview

As an insurance assistant, you will provide administrative support to insurance agents and brokers. You will be responsible for handling customer inquiries, processing insurance claims and policies, and performing other administrative tasks.

Key Responsibilities

  • Handle customer inquiries over phone, email or in-person.
  • Respond to policy-related queries and coverage requests.
  • Communicate with insurance providers to process client policies and claims.
  • Manage client databases and update policies and contact information accordingly.
  • Assist with the preparation of insurance reports and documents.
  • Provide support to agents and brokers in the day-to-day operations of the business.


  • Excellent communication and customer service skills.
  • Proficient in Microsoft Office Suite (Word, Excel, and PowerPoint).
  • Ability to handle multiple tasks simultaneously and meet deadlines.
  • Prior experience in the insurance industry is a plus.
  • High attention to detail and accuracy.


As an employer looking to hire an Insurance Assistant, crafting the perfect job posting is crucial for attracting the best candidates. Not only should your job posting outline the responsibilities and qualifications required for the role, but it should also showcase your company's values and goals. Here's how you can create an effective job posting for an Insurance Assistant:

Job Title and Overview

The first step in creating an effective job posting is to give a clear, concise title for the position. In this case, the job title should be "Insurance Assistant". In the job overview section, provide a brief description of the job duties and key responsibilities. This section should include:

  • Assisting in the preparation of insurance policies and documentation
  • Answering inquiries from clients and helping with their insurance-related problems
  • Assisting with claims and investigations
  • Communicating with clients, brokers, underwriters and other stakeholders

Qualifications and Requirements

The qualifications and requirements section of the job posting should set out the relevant qualifications and experience required for the role. This section should include:

  • Minimum of a high school diploma or equivalent
  • Experience in insurance or a related field is preferred
  • Excellent verbal and written communication skills
  • Strong computer skills, including proficiency in Microsoft Office and insurance software systems
  • Ability to work independently and as part of a team in a fast-paced environment

Company Culture and Values

In addition to outlining the job duties and requirements, it is important to also include a description of your company's culture and values. This section should include:

  • A mission statement that outlines your company's values and goals
  • A description of the work environment, including any unique benefits offered to employees
  • Information about the team and how the Insurance Assistant will fit into it

Instructions for Applying

The final step in creating an effective job posting is to include instructions on how to apply for the position. This section should include:

  • A clear, concise list of the required documents and information needed from the applicant, such as a cover letter and resume
  • A detailed explanation of the application process, including timelines and specific steps
  • Contact information for the employer, including their email address and phone number


Creating an effective job posting for an Insurance Assistant requires a thoughtful approach that highlights the job duties, qualifications, company culture, and instructions for applying. By following these guidelines, you can attract the best candidates for the job and set your company up for success.

What is an Insurance Assistant?

An Insurance Assistant is a professional who works as a part of an insurance team and assists in managing various administrative tasks. They possess excellent communication skills, attention to detail, and ability to multitask, which helps them in being an effective support member of the team.

What qualifications and skills do I need to mention in my job posting for an Insurance Assistant?

You need to mention the minimum requirements like a high school diploma or equivalent, and proficiency in MS Office suite tools. Some additional skills that you can mention for an Insurance Assistant job posting are excellent communication skills, time management skills, multitasking abilities, attention to detail, ability to learn new tools and software quickly, customer focus, and excellent problem-solving skills.

What job responsibilities can I add to an Insurance Assistant job posting?

Some of the job responsibilities that you can add are:

  • Assisting the insurance team with various administrative tasks like documentation and filing
  • Responding to customer inquiries and resolving issues related to insurance claims, policies or procedures
  • Maintaining customer records and helping the team in preparing reports and presentation
  • Assisting the team in the preparation of insurance policies, contracts, and claims forms.
  • What are the tools and software that an insurance assistant is expected to know?

    An insurance assistant is expected to know various tools and software like MS Office, Email clients like Outlook, Customer relationship management (CRM) software, data analysis tools like Excel, and document management systems.

    What experience levels should I specify in my job posting?

    You can specify any level of experience you want for the Insurance Assistant job posting. However, some commonly mentioned experience levels are entry-level, junior-level, mid-level, and experienced.

    What key traits should I look for in an ideal candidate for an insurance assistant position?

    Some key traits that you should look for in an ideal candidate for an Insurance Assistant position are excellent communication skills, attention to detail, ability to multitask, candidate should be a team player, have a customer-centric approach, be proactive, and open to learning new skills and software.

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