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Insurance Coordinator Resume

We all buy different insurance policies such as life insurance, health insurance, motor insurance, etc. Our responsibility does not end with buying the policy. We have to pay regular premiums, submit essential tax documents, and might have to claim for the money. Thus, there are many people and processes involved in the entire process. An Insurance Coordinator is a person that does not have a fixed role but helps in effective functioning of the insurance organization by facilitating the colleagues as well as the clients. Thus, the role might vary with the size of the organization, number of employees, product portfolio, etc. The role of this individual can be put forth in one word as a 'Facilitator'. However, the scope of responsibilities for the same is determined by the internal management. Usually with increasing number of clients and branches of the organization, the role of an Insurance Coordinator becomes more important. To further understand about the roles, responsibilities, qualifications, and scope of this job profile, read the sample insurance coordinator resume given below.

Insurance Coordinator Resume Sample

Mary .L. Willis
25th West Street
Horizon Apartments
Richmond, VA 21300
Ph: 444 000 333

Career Objective:

A zeal to excel at my work and facilitate the functioning and processes of an insurance firm, leading to utmost customer satisfaction and colleague coordination. Wish to be a part of environment wherein responsibilities are not dictated but handed over so that one can put in one's best at it.

Career Summary:

Currently working as an Insurance Coordinator with AXS Insurance Services. With a total work experience of 3.5 years, I have always delivered my best to the employers. Familiar with various insurance policies and thus, at times work as an Insurance Advisor and pitch clients for various policies and schemes. Well-acquainted with the documentation procedures and premium calculation rules to facilitate clients in registering for various polices and calculating premiums.

Professional Experience:

Current Employer - AXS Insurance Services
Designation: Sr. Insurance Coordinator
(2010- till date)

Roles and Responsibilities:

  • Oversee the issuing of new polices and study the insurance claims
  • Assist the sales personnel and the claim department executives in carrying out their duties effectively
  • Responsible for approval or disapproval of insurance claims
  • Responsible for keeping a check on regular collection of premiums
  • Effective client servicing by providing utmost assistance to clients before taking any issues or doubts to the senior managers
  • Keep a check on proper record of all data pertaining to clients, collection of premiums, claims, etc.
  • Inform the junior executives about new schemes and plans introduced by the marketing team
  • Compile daily reports of different departments and send the same to the seniors
  • Keep a check on the inventory of stationery, application forms, advertisement brochures, pamphlets, etc., and inform the purchase department about the requirements
  • Thorough with rules and regulations governing the insurance policies and procedures
  • Close coordination with different department heads

Previous Work Experience:

MAX Insurance Services
Designation: Insurance Claims Coordinator

Roles and Responsibilities:

  • Accept the applications for insurance claims
  • Check the applications for authenticity, submitted document proofs, etc.
  • Meet the insurance claim applicant, and send a team for authenticity check, in case of doubts
  • On completion of documentation and authenticity check, send the application for further approval
  • Provide complete assistance to the client until the claim is settled and the money is credited in the client's account
  • Coordinate with the hospitals to make sure that the client does not face any trouble in case of cashless facility
  • Update the records after approval of claims
  • Check the records to avoid duplication and errors
MAX Insurance Services
Designation: Trainee

Roles and Responsibilities:

  • Assist the insurance sales staff
  • Assist the clients with application form filling and documentation
  • Check documents for completion and authenticity
  • Compile all the documents and send the same for further approval
  • Cold calling for selling insurance policies

Additional Information:

  • Certificate Course in Insurance Coordination & Policies Management
  • Associated with many forums and blogs related to my field


Bachelors of Commerce, University of Virginia - 2008

Additional Courses:

Certificate course in USA Insurance Regulations - 2008

Extra Curricular Activities:

Participated and won many competitions in the cultural festival of the college


Comfortable working anywhere throughout Virginia


Available on request


Mary .L. Willis

The sample insurance coordinator resume, thus gives an explanation of the roles and responsibilities associated with this position. It helps us understand that an Insurance Coordinator helps in effective completion of all duties and responsibilities of different departments. He/she provides assistance to his/her colleagues and clients, such that the organizational functions are completed in time, and with accuracy. The sample resume also serves as a ready reference for drafting one's resume, for sending in one's application for the said position, etc. Go ahead and draft a resume that portrays you in the best possible manner and helps you get your dream job.
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