Insurance Analyst Resume Samples

The responsibilities of an Insurance Analyst are analyzing the information provided in the insurance applications, identify the risks of providing insurance to a person, and identify the premium and the amount of insurance coverage to be provided. To be a successful Insurance Analyst it is essential to have decision-making skills, analytical skills, math skills, and interpersonal skills.

Graduates with a degree in finance and interested to work with an insurance service provider can start their career in this role. To be hired as an Insurance Analyst it is essential to have a degree in finances or business systems and good mathematical skills. To be successfully hired for this role you need to have a solid resume that can highlight the roles and responsibilities, skills, education, and other additional qualifications.

Listed below are 10 Insurance Analyst resume samples that highlight the educational qualifications and skills that convey efficiently why you should be hired.

Looking for drafting your winning cover letter? See our sample Insurance Analyst Cover Letter.
Insurance Analyst Resume example

Senior Insurance Analyst Resume

Summary : Senior Insurance Analyst with 10 years of experience is looking for a treasury or financial analyst position involving forecasting and planning of a large manufacturing, or financial services company, that will challenge an organized, analytical person with strong PC skills who can: Develops reliable financial models that allow management to increase profitability or reduce risk. Performs forecasting and budgeting functions through modeling techniques and systems.

Skills : Excel, Word, Powerpoint, ISO, Customer Service, Data Entry, Fax, Training, Financial Analysis, Insurance Verification

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Description :

  1. Responsible for the allocation of insurance expenses and analysis of data for insurance renewals.
  2. Accounted for all invoices and their monthly portions of expense. 
  3. Allocated insurance premiums to cost centers based on risk exposures by using various models. 
  4. Gathered, analyzed and reported company risk information for policy renewals and audits.
  5. Performed research, analysis, reporting and presentations for the implementation of the erm program.
  6. Responsible for activities relating to the origination, payment, forecasting, monitoring, and modification of long-term debt and long-term leases. Performed various other responsibilities.
  7. Performed the RFP process for new long-term debt issues and rail financing leases.
  8. Negotiated with banks to obtain the lowest rates. Earned the "CEO award" for my efforts in a year with $80m in lease transactions.
  9. Forecasted long-term debt, current maturities and interest forecasts through by creating long-term debt model. This model reconciled to bank statements and general ledger but also modeled the effect of forecasted new debt issues allowing treasury to effectively ladder maturities of long-term debt.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BBA


Insurance Analyst III Resume

Summary : Insurance Analyst III supporting the efforts of underwriting, primarily responsible for new & renewal policies & processing related documents. Seeking to apply highly transferable skills to an accountant, accounts receivable & payable function within the insurance industry. Coordinates issuance of insurance certificated prepares to check request and prepares analysis sheets & reports.

Skills : ACAPS/TSYS Proficient, ROWS Proficient, CCAPS And EAPS Proficient, Fast Data And System One, Green Belt Training, 10-Key Calculator, Microsoft Word, Excel, Access And PowerPoint, Bilingual In Spanish, Speaking/writing

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Description :

  1. Knowledge of the Delaware Medical Assistance program and procedures with the state and federal rules and regulations.
  2. Attending the provider relations quarterly meetings with state of Delaware providers.
  3. Exercising the independent judgment within defined practices and procedures to determine appropriate action.
  4. Providing responsive and professional customer service to providers regarding states of medical and dental claims for clients.
  5. Identifying the network trends and gaps as it relates to provider questions and concerns.
  6. Utilizing the necessary resources and navigating the systems efficiently to accurately verify eligibility and providing verification of benefits.
  7. Managing multiple tasks or cases simultaneously with minimal supervision.
  8. Responsible for preparing and submitting credentialing applications and supporting documentation for the purpose of.
  9. Managing the multiple tasks or cases simultaneously with minimal supervision.
  10. Knowledge in call routing and case management processes as well as case logging systems and obligation systems.
  11. Conducting all work in accordance with the confidentiality requirements mandated by HIPAA for member information.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Diploma


Sr. Insurance Analyst Resume

Summary : Sr. Insurance Analyst with 8 years of expertise in creative problem solving, data mining and analytics, report automation, dealer incentives, vendor management and FTP file feeds, monthly general ledger postings, MBUSA report liaison, Insurance Data Steward, Vehicle Maintenance Information System (VMI) reporting and dealer resolutions. A highly motivated individual with excellent negotiation skills, a positive attitude, eager and experienced in motivating others.

Skills : Report Design, Development, & Documentation, MBFS Dealer, Incentive Reporting & Communications, Marketing Campaign Analysis

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Description :

  1. Preparing the division insurance premium distribution based on the holding company's premium budget allocation for the Directors approval.
  2. Ensuring the accurate premium invoicing from the accounting department and tracking payment.
  3. Leveraging the company's insurance purchasing power in the foreign markets.
  4. Assessing gaps or duplicate global coverage as well as to seek premium savings and efficiency opportunities by the consolidation of local in-country insurance lines.
  5. Attending the carrier underwriter and broker strategy meetings to address program issues, asses current market trends, capacity and risk appetites.
  6. Involving in the design and procurement of commercial insurance programs.
  7. Identifying and reporting trends, assisting in the development and deployment of training relative to trends.
  8. Identifying opportunities for revenue cycle performance improvements and report to the management team.
  9. Assuring that all assigned claims meet clearinghouse and/or payer processing criteria.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
MS

Insurance Analyst IV Resume

Summary : Energetic and enthusiastic Insurance Analyst IV with 23 plus years of experience, motivated to succeed in a fast-paced and deadline driven environment. Prepares monthly reconciliations of receipt, disbursement activity & assists in monthly budget variance reviews. Consistently recognized for outstanding interpersonal skills & strong client-focused approach to problem-solving.

Skills : Acceptance Testing, Business Analysis, Business Process Improvement, Crystal Reports, Customer Support

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Description :

  1. Prepared and reviewed insurance-claim forms for accuracy and completeness and process accordingly.
  2. Collaborated with Senior Executives to establish and execute a sales goal for the region.
  3. Managed a sales team in order to maximize sales revenue and meet or exceed corporate-set goals.
  4. Reviewed administrative processes, elaborating all the necessary documents.
  5. Educated the sales team with presentations of strategies, seminars and regular meetings.
  6. Responsible for the billing, collection, and resolution of insurance-related account balances to include the development of action plans to resolve delinquent accounts and responded to insurance-related complaints.
  7. Provided continuing services by direct deposit forms, processed changes in beneficiary and policy loans.
  8. Reviewed insurance renewal information to ensure that investor insurance requirement compliance is met.
  9. Provided guidance and assistance to branch directors on assigned reimbursement issues.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
BS

Junior Insurance Analyst Resume

Objective : Junior Insurance Analyst with 4 years of experience. Proactive Problem Solver, detail and deadline oriented professional with proven abilities in Documentation. Effective in achieving all business objectives with focused results and creative solutions through strong analytical skills. Strengths include strong project orientation, Identifying and resolving issues, tenacious follow-through, and excellent written and verbal communication skills.

Skills : AS400, Customer Service, Liaison, Process Improvement, Customer Service, Excel, Inventory, Marketing

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Description :

  1. Reviewed insurance - MR, depot, hosting, long-term, NDP, TRAC and repositioning agreements.
  2. Reviewed the insurance certificates to fully meet each customer/vendor requirements and make sure to update and follow-up with the expired insurance.
  3. Designed and developed each agreement per customer/vendor insurance lists.
  4. Streamlined the daily update process for easy understanding/updating. Enhanced for follow-up and maintained present customer/vendor.
  5. Assisted on the development and updating the insurance dash-board and credit committee reporting on self- insured customer/vendor lists.
  6. Reviewed EOM units on-hire lists and request insurance and update the current list.
  7. Reviewed AP/AR hold list and follow-up with the insurance and provide the list to relevant parties.
  8. Assigned by the superiors, such as chassis asset investigation. Contact customers on weekly "off terminal over 90 days" report to determine the status of chassis and make appropriate next actions.
  9. Tracked all assets under investigation on a spreadsheet and provided a weekly update to the Claims Manager. 
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Certification

Insurance Analyst II Resume

Summary : A team playing certified Insurance Analyst II with strong communication skills, solid management, and employee development experience. Accustomed to working in fast-paced environments both independently and cross-functionally with others using various software tools and applications including; Artiva, The Work Number, Accurint, Check Writer, HMS/AS400, Star, Auto Track, Meditech, Microsoft Office application software suite.

Skills : Proficient In Word Perfect, Windows, Microsoft Word, Excel, Access, PowerPoint, Microsoft ProjectInventory Managment, Data Managment

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Description :

  1. Following-up and Call Health Insurance companies and using online systems to help bring insurance accounts to resolution.
  2. Examining, assessing, and documenting the claims operations and procedures to ensure data integrity/security and process optimization.
  3. Verifying the eligibility and insurance coverage for patients with the hospital system and passport.
  4. Initiating the phone calls to members, providers, and other insurance companies to gather coordination of benefits information, accident detail, or third-party liability to determine primary payer.
  5. Researching the claims after Medicare has paid and account information, document findings.
  6. Assisting the guarantors with all aspects of account reconciliation and closure.
  7. Preparing the analysis of accounts to help the Manager with decision making on accounts in order to keep business current as defined by department standards and parameters.
  8. Assisting the clients with all aspects of account collection expediting account balance and closure.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Associates

Insurance Analyst Resume

Headline : Highly motivated Insurance Analyst with an extensive background of 5 years in insurance policy review and customer service. Works well independently and with minimal supervision. Organized and results-driven recognized for exceptional work ethic, resourcefulness, and a high degree of professionalism.

Skills : Word, Excel, Powerpoint, Internet Research, Project, English, Chinese, Spanish, Event Management, Education

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Description :

  1. Conducting the quality assurance reviews of commercial mortgage real estate loan documents to include insurance certificates and policies via strategy, CATs, CMG, ICT and other internal resources.
  2. Reviewing the insurance certificates and policies to determine insurance coverage meets the compliance requirements of Fannie Mae, Freddie Mac, CME, FHA and Wells Fargo portfolios.
  3. Providing loan servicing and support to internal and external customers, including vendors and other loan servicing departments on all aspects of insurance coverage.
  4. Communicating with agents and customers via written correspondence or by phone to ensure all compliance issues are resolved in accordance with company policy and internal controls.
  5. Recommending solutions to bring insurance issues compliant with investors guidelines, regulatory policies.
  6. Accurately updating the computer systems with necessary tracking information to ensure all resolutions are documented.
  7. Updating the quality control reports to track review completion date and review errors.
  8. Referring loans for force place coverage that does not meet the investor's requirements.
  9. Training new hires on data integrity, auditing, researching and other analytical aspects of insurance compliance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management

Jr. Insurance Analyst Resume

Objective : Jr. Insurance Analyst with 4 years of experience seeking a career opportunity with a corporation that will allow me to utilize my experience, skills, and initiative to make a significant contribution, as well as provide on-going career development in the insurance and risk management sector.

Skills : Assessment, Evaluation, Research, Medical Billing, Selling Insurance, Microsoft Office, Jd Edwards, Goldmine

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Description :

  1. Assisting with all policy renewals including compiling renewal data for underwriting submissions.
  2. Reviewing insurance policies and endorsements for accuracy and requesting the changes from brokers as necessary.
  3. Processing and managing insurance reported and in-house workers comp, general liability, property, and auto claims.
  4. Processing incoming invoices, reviewing for accuracy and allocating premiums to business units as applicable.
  5. Maintaining and overseeing the issuance of all certificates of insurance, auto id cards, and bonds.
  6. Processing and managing claims and lawsuits associated with all policies for all entities of the company.
  7. Overseeing maintenance of access database consisting of all historic and current insurance information.
  8. Providing back-up to the Risk Manager for all risk management and insurance matters.
  9. Processing insurance forms from multiple insurance vendors including analyzing and editing applications, actual production history records, and acreage reports utilizing insurance company software, as well as internal processing software.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Insurance Analyst Resume

Headline : Insurance Analyst with 5 years and an ability to organize a large workload, multi-task and meet multiple established deadlines. Self-confident, integrity, and commitment to meet deadlines and quality standards. Experience and ability in gathering, reviewing and analyzing large volumes of data to arrive at well-supported decisions or conclusions following established policies and procedures. Organized and attentive to detail with demonstrative time management skills.

Skills : Cash, Excel, Excellent Communication, Imaging, Microsoft Office Word, Excel, PowerPoint, Access, Excellent Communication

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Description :

  1. Main point of contact on insurance questions,coverage requirements and investorguidelines.
  2. Pursuing and obtaining invoices, paid receipts and evidence of insurance on assigned portfolio within 30 days of insurance renewal.
  3. Reviewing the investor insurance guidelines and loan documents to establish baseline requirements.
  4. Performing annual review of insurance certificates, policies, statement of values and invoice to determine compliance with investor guidelines.
  5. Obtaining an understanding of the insurance casualty provision and claim process.
  6. Performing general insurance tasks as necessary which include processing invoices and reimbursements to borrowers.
  • Prepared and attached all required claims documentation including referrals, treatment plans or other required.
  • Years of Experience
    Experience
    5-7 Years
    Experience Level
    Level
    Executive
    Education
    Education
    MBA

    Insurance Analyst Resume

    Headline : Insurance Analyst with 5 years of experience is looking to acquire a challenging position where I can continue to build upon my current skill and knowledge while contributing to the success of the company.

    Skills : Insurance, Risk Assessment, Risk Management, Loss Prevention, Customer Service, Client Management, Client Relationship Management, Real Estate

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    Description :

    1. Assisting with all policy renewals including compiling renewal data for underwriting submissions.
    2. Reviewing the insurance policies and endorsements for accuracy and request changes from brokers as necessary.
    3. Processing and managing the insurance reported and in-house workers comp, general liability, property, and auto claims.
    4. Processing the incoming invoices, reviewing for accuracy and allocating premiums to business units as applicable.
    5. Maintaining and overseeing the issuance of all certificates of insurance, auto id cards, and bonds.
    6. Processing and managing the claims and lawsuits associated with all policies for all entities of the company.
    7. Overseeing the maintenance of access database consisting of all historic and current insurance information.
    8. Providing back-up to Risk Manager for all risk management and insurance matters.
    9. Analyzing and resolving the outstanding accounts receivable balance of processed and denied claims.
    10. Identifying trends, appealing denied claims and interacting with insurance companies to determine the root cause of issues.
    Years of Experience
    Experience
    5-7 Years
    Experience Level
    Level
    Executive
    Education
    Education
    Business Administration