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Excel Skills for Insurance Professionals

From Vlookups to Pivot Tables: Learn the Excel basics anyone working in the insurance industry needs to know!
4.3 (2 ratings)
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267 students enrolled
Last updated 3/2016
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  • 1.5 hours on-demand video
  • 7 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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If you are looking for, or already have a job in the insurance industry and want to take your Excel skills from beginner to intermediate, this course is for you! We'll start at the beginning where you'll learn important keystrokes and formulas and then move onto Pivot Tables and graphs. At the end of the course we'll discuss how to apply these skills to create effective and professional exhibits that will impress your colleagues. There are cheat sheets and quizzes included throughout the course to further your knowledge and test your skills. Once you've completed the course and mastered the content, you'll be able to confidently state that you're an intermediate Excel user and begin wowing the crowd with your new Excel skills.

Who is the target audience?
  • This Excel couse is meant for insurance professionals who want to take their Excel skills from beginner to intermediate. This course is probably not for you if you are already an advanced Excel user.
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What Will I Learn?
Navigate quickly through Excel by using keystrokes
Manipulate data using formulas and Pivot Tables
Conduct analyses and create effective visuals using Excel
View Curriculum
  • You'll need Micosoft Excel 2013 for PC.
Curriculum For This Course
Expand All 22 Lectures Collapse All 22 Lectures 01:29:13
Section 1: Introduction
1 Lecture 03:52

Welcome! In this lecture we'll discuss the main topics students will learn about during this course and I'll share a bit of my background from the insurance industry.

Preview 03:52
Section 2: Excel Basics & Starter Formulas
4 Lectures 13:52

In this lecture we're going to start at the very beginning and discuss what you'll see when you first open up an Excel workbook.

Lecture A: What You See

Throughout this course, we'll be using the same sample data for most of the examples. In this lecture we'll quickly discuss an overview of this sample data.

Lecture B: Sample Data Description

When working in Excel, you'll find you can complete tasks twice as fast if you don't have to reach for your mouse. In this lecture we're going to go over important keystrokes that keep you from needing your mouse and will save you plenty of time.

Preview 06:08

Formulas will be the back bone of your Excel skill set. In this lecture we're going to start by learning a couple basic formulas: sum and average.

Lecture D: Starter Formulas

Test your knowledge of keystrokes and simple formulas.

Section 2 Quiz
8 questions
Section 3: Intermediate Formulas
4 Lectures 19:20

In this lecture we're going to discuss how to create an if statement. This formula is very powerful, especially when combined with other formulas.

Preview 04:04

In this lecture we're going to discuss how to create a vlookup or hlookup. Lookups are an absolutely necessary skill to have and will be used frequently to modify data in Excel.

Lecture B: VLookups & Hlookups

In this lecture we're going to discuss how to combine if statements and lookups into one formula. The method for combining formulas learned in this lecture can be used to combine many other formulas, as well.

Lecture C: Combining Formulas - VLookups and If Statements

Once you start using formulas frequently in Excel, you're bound to get an error every now and then. In this lecture we'll go over some tips for understanding the errors you may see.

Lecture D: Troubleshooting Formulas

Test your knowledge of If Statements and Vlookups

Section 3 Quiz
6 questions
Section 4: Pivot Tables
4 Lectures 16:59

Pivot Tables are the most powerful tool in Excel. In this lecture we'll go over an introduction to Pivot Tables and how to create them.

Lecture A: How to Create a Pivot Table

Now that we've discussed how to create a Pivot Table, we're going to review the different sections of the Pivot Table and how to navigate them.

Lecture B: Navigating a Pivot Table

Once you start using Pivot Tables frequently, it's likely you'll need to share your findings with your colleagues. In this lecture we'll discuss how to best format your Pivot Tables for exactly that.

Lecture C: Formatting a Pivot Table

Calculated fields are a more advanced skill that will strengthen your analytical capabilities in Pivot Tables. In this lecture we're going to discuss how to create calculated fields.

Lecture D: Calculated Fields

Test your knowledge of creating, navigating, and formatting Pivot Tables.

Section 4 Quiz
6 questions
Section 5: Graphs
4 Lectures 19:57

Graphs will be your main tool for communicating and presenting the findings from your analyses. In this lecture we're going to discuss how to create graphs.

Lecture A: How to Create a Graph

In this lecture we're going to review the different types of graphs available in Excel and which ones will be most helpful and frequently used.

Lecture B: Different Types of Graphs

Once you have created a graph, it's important to know how to select and modify the data in your graph. In this lecture we'll discuss how to add new data into your graph and make changes to the data that is already present.

Lecture C: Selecting Data

In this lecture we're going to review some of the many different options you'll have when formatting your graph.

Lecture D: Formatting Graphs

Test your knowledge of creating and formatting graphs

Section 5 Quiz
7 questions
Section 6: Using Tables and Graphs to Convey Your Conclusions
3 Lectures 13:02

Once you've mastered the technical skills from earlier in the course, the next step is to understand how to format exhibits that will be well-received by your audience. In this lecture we're going to discuss how to use the different formatting options to your advantage when creating exhibits.

Lecture A: How to Create Easy-to-Understand Pivot Tables and Graphs

In this lecture we're going to discuss how you can use conditional formatting to keep your audience from being overwhelmed by too many numbers.

Lecture B: Don't be Afraid of Color

In this lecture we're going to discuss the importance of understanding where you want your audience to focus and not distracting from your point.

Lecture C: Clear and Consistent Visuals

Test your knowledge of creating and formatting exhibits for presentations

Section 6 Quiz
5 questions
Section 7: Wrap Up & Review
2 Lectures 02:11

Congratulations! You've made it through this course. In this lecture we're going to highlight the different skills you learned throughout the course.

Lecture A: What You've Learned

Time to add intermediate Excel user to your resumé! Reach out to me with any questions you have on the content we've discussed throughout the course.

Lecture B: How to Apply These Skills in the Real World
About the Instructor
4.3 Average rating
2 Reviews
267 Students
1 Course
Insurance Analyst/ Excel Instructor

I've worked in various analytical positions for well-known international insurers. During my time in product management and actuarial roles, I developed technical skills in Excel, Business Objects, and SAS. Communication is considered my 'strength' and I'm here on Udemy to teach my students how to take their technical skills to the next level by understanding how to create visuals that will resonate with their audience.

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