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

Insurance technical 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 technical assistant earn

A Insurance technical 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 Averwage.com 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 technical 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 technical assistant

Agents, assistants and administrative assistants must:

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

  • Activities

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


    Sectors that hire Insurance technical 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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