Excel Skills for Insurance Professionals

From Vlookups to Pivot Tables: Learn the Excel basics anyone working in the insurance industry needs to know!
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  • Lectures 22
  • Length 1.5 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2016 English

Course Description

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.

What are the requirements?

  • You'll need Micosoft Excel 2013 for PC.

What am I going to get from this course?

  • Navigate quickly through Excel by using keystrokes
  • Manipulate data using formulas and Pivot Tables
  • Conduct analyses and create effective visuals using Excel

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.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Section 1: Introduction

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.

Section 2: Section 2: Excel Basics & Starter Formulas

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.


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.


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.


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.

8 questions

Test your knowledge of keystrokes and simple formulas.

Section 3: Section 3: Intermediate Formulas

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.


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.


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.


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.

6 questions

Test your knowledge of If Statements and Vlookups

Section 4: Section 4: Pivot Tables

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.


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.


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.


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.

6 questions

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

Section 5: Section 5: Graphs

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.


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.


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.


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

7 questions

Test your knowledge of creating and formatting graphs

Section 6: Section 6: Using Tables and Graphs to Convey Your Conclusions

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.


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.


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.

5 questions

Test your knowledge of creating and formatting exhibits for presentations

Section 7: Section 7: Wrap Up & Review

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


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.

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Instructor Biography

Marissa Catanzaro, 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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