Insurance assistant - Salary and Career
Agents, assistants and administrative assistants

Insurance assistant - Career description, activities, functions and salary

They perform support services in the areas of human resources, administration, finance and logistics, assist suppliers and customers, providing and receiving information about products and services, dealing with various documents, complying with all the necessary procedures related to them. They work in the granting of microcredit to micro-entrepreneurs, serving clients in the field and in the branches, prospecting clients in the communities.

How much does an Insurance assistant earn

A Insurance assistant earns between $1.124 and $2.772 per month, with an average monthly salary of $1.504 and a median salary of $1.364 according to an salary survey along with to data of professionals hired and fired by companies in the labor market.

Our research is based on the salaries of 3.800 professionals hired and dismissed by the period from 06/2021 to 05/2022 (last year).

Salary ranges for the Insurance assistant

Monthly Salary Annual Salary Salary Per Week Hourly Salary
Average wage 1.504 18.044 376 7
1º Quartile 1.124 13.492 281 5
Median Salary 1.364 16.368 341 7
3º Quartile 2.114 25.364 528 10
Higher Salary 2.772 33.258 693 13

Professional job categories

  • Administrative services workers
    • officers
      • general clerks, agents, assistants and administrative assistants
        • agents, assistants and administrative assistants

Related Positions:

Main workplaces

Agents, assistants and administrative assistants they work in the most varied branches of public or private activities. They are employed with a formal contract and are organized as a team, with occasional supervision. The work environment is closed and the hours are daytime. The category of assistants was extinguished in public bodies and their functions are performed by administrative assistants. In the case of the private area, the category of assistants and assistants seems to be in the process of being extinguished and their functions are being incorporated by assistants or interns. Microcredit agents work with communities, in open environments.

What does it take to work in the field of Agents, assistants and administrative assistants

To access the occupations of this occupational family, a complete high school education is required, one to two years of professional experience and, for some occupations, a basic qualification course.

Functions and activities of Insurance assistant

Agents, assistants and administrative assistants must:

  • monitor administrative proceedings;
  • serving customers and/or suppliers;
  • service customers and/or suppliers;
  • follow up administrative processes;
  • prospecting customers;
  • prospect customers;
  • monitor administrative processes;
  • prepare reports, forms and spreadsheets;
  • track administrative processes;
  • demonstrate personal skills;
  • run support routines in human resources area;
  • serve customers and/or suppliers;
  • provide logistical support;
  • process documents;
  • prospecting clients;
  • monitor project performance;
  • fill in documents;
  • monitor venture performance;
  • handle documents;
  • execute support routines in the human resources area;
  • fill documents;
  • treat documents;
  • run support routines in the human resources area;
  • prepare reports, forms and sheets;

  • Activities

    • execute personnel admission routines;
    • write minutes;
    • sieve documents;
    • control the dispatch of pouches and receipts;
    • check established deadlines;
    • identify the nature of customer requests;
    • prepare minutes;
    • schedule events;
    • perform preventive collection;
    • identify irregularities in documents;
    • dispatch letters and memos;
    • organize events;
    • contact prospective customers (telemarketing);
    • delivering informative lectures;
    • execute personnel dismissal routines;
    • identify partners in the community;
    • request the purchase of materials;
    • register customer complaints;
    • define credit conditions (amount, term, guarantee);
    • provide information about products and services;
    • perform calculations;
    • demonstrate self-control;
    • enter text and spreadsheets;
    • collect signatures;
    • search prices;
    • receive documents;
    • provide return of out of specification material;
    • collect personal references;
    • enter accounting entries notes;
    • check requested material;
    • control execution of general services (cleaning, transport, surveillance);
    • visit bodies and institutions;
    • request materials;
    • identify the profile of customers and/or suppliers;
    • prepare correspondence;
    • archive documents;
    • give operational support for the preparation of technical manuals;
    • register deaths, marriages and births;
    • conduct meetings with customers (proposal, concession, collection);
    • distribute documents;
    • disclosure of microcredit program;
    • control the execution of general services (cleaning, transport, surveillance);
    • monitor order progress;
    • check invoices, payment invoices and slips;
    • check economic and financial indices;
    • create organizational charts, flowcharts and schedules;
    • check data and dates;
    • perform accountability;
    • survey the need for material;
    • propose credit renewal;
    • collect data;
    • distribute office material;
    • follow up notifications of non-compliance;
    • convey credibility;
    • mapping area of operation;
    • empower personnel;
    • update planning data;
    • request travel resources;
    • find documents;
    • control shipment of pouches and receipts;
    • prepare spreadsheets;
    • check credit allocation;
    • analyze the economic and financial feasibility of the enterprise;
    • demonstrate negotiation skills;
    • note property transfers;
    • control receipt and distribution of benefits (transportation vouchers, etc. );
    • perform recruitment and selection procedures;
    • making a socio-economic survey of the customer;
    • update employee data;
    • demonstrate persistence;
    • check economic and financial indexes;
    • perform cadastral research;
    • request documents;
    • request registration information;
    • request the negative of cpf (spc, serasa, etc.);
    • assist in personnel control (leave, vacation, hours extras...);
    • control mailing and receipts;
    • forward internal protocols;
    • check the veracity of information collected in the field;
    • give administrative support to the training area;
    • work as a team;
    • demonstrate empathy;
    • check documents;
    • assist in personnel evaluation;
    • format documents;
    • demonstrate creativity;
    • building lists of potential customers;
    • issue notifications;
    • issue certificates and policies;
    • fill in endorsement proposals and insurance renewals in general;
    • assist in the preparation of the payroll;
    • collect overdue installments;
    • fill in forms and/or records;
    • demonstrate organizational skills;
    • scan documents;
    • demonstrate initiative;
    • update records;
    • visit community (commerce, services, homes);
    • overcoming adverse situations;
    • empower customers;
    • find administrative processes;
    • update information;
    • protocol documents;
    • organize the sector;
    • request payments;
    • establishing a visit itinerary;
    • control office material;
    • fill in personnel movement form;
    • record incoming and outgoing documents;
    • take copies of documents;
    • check calculations;
    • clarify doubts;
    • convalidate publication of acts;
    • demonstrate language adaptability;
    • confer assets given in guarantee;
    • submit opinions;
    • guide management procedures;
    • provide company information;
    • monitor organization charts, flowcharts and schedules;
    • demonstrate observation skills;
    • request delivery of documents;
    • adjust contracts;
    • request copies of documents;
    • organize gift delivery;
    • renegotiate debt;
    • intermediate contacts;
    • write deeds of purchase and sale;
    • register claim notices;
    • demonstrate flexibility;
    • enter texts and spreadsheets;
    • issue invitation letters in purchasing and service processes;
    • assist in the organization of internal events;
    • organize meetings;
    • advise employees about rights and duties;
    • receive customers and/or suppliers;
    • sort documents;
    • participate in the credit committee;
    • demonstrate ease of communication;
    • control employee attendance;
    • communicate permission to enter visitors;

    Sectors that hire Insurance assistant the most in the job market

    • insurance, pension plan and health brokers and agents
    • surveillance and private security activities
    • temporary labor lease
    • document preparation and specialized administrative support services
    • auxiliary activities of insurance, supplementary pensions and health plans
    • insurance experts and assessors
    • combined office and administrative support services
    • non-life insurance
    • retail sale of new cars, vans and utility vehicles
    • professional and management development training

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