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.
Education

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.

How Do I Become an Insurance Assistant?

By D. Nelson
Updated: May 17, 2024
Views: 2,646
Share

An individual who would like to become an insurance assistant should have great organization skills. Likewise, he or she should be able to follow orders, meet deadlines, and communicate well with supervisors, colleagues, and clients. To become an insurance assistant, it is necessary that you earn a high school diploma or an equivalent degree. While it is not essential that you earn a college degree, it is important that you are comfortable using computers and learning new kinds of software. Office administration courses are good alternatives to four-year academic programs for people who are worried about the time and money required to attend college.

Insurance assistants work in insurance companies and perform tasks such as preparing and organizing insurance claims and other documents, processing claims, and taking payments. An insurance assistant also performs customer service tasks, such as answering phones and accessing client records to provide customers with requested information. Insurance assistants have access to sensitive data regarding clients' medical histories and finances, so it is common for employers to perform background checks on job applicants.

If you would like to become an insurance assistant, related job experience might be more valuable than formal academic preparation. After you earn a high school degree or equivalency diploma, your next step should be to take a customer service position. Get experience answering phones, entering client information into electronic databases, and practicing some of the tenets of customer satisfaction.

Ideally, anyone who wants to become an insurance assistant should consider taking an entry level customer service position in the insurance industry. A phone operator position, for example, can serve as a great introduction to the insurance business. In this role, you can learn how to speak to insurance clients, how to direct phone calls, and perhaps even how to retrieve client records. These functions can provide you with an education in how insurance companies are structured. This also can be an opportunity for you to learn insurance terminology.

If possible, you should take an entry level position in a smaller insurance company. A phone operator in a large company, for example, might have a limited view of how a business operates because there probably are many different departments and hundreds, or even thousands, of employees. A smaller company, on the other hand, might provide an entry level employee with a more valuable education since he or she is more likely to perform a number of different tasks.

Share
WiseGeek 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.

Editors' Picks

Discussion Comments
Share
https://www.wisegeek.net/how-do-i-become-an-insurance-assistant.htm
Copy this link
WiseGeek, in your inbox

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

WiseGeek, in your inbox

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