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Excel Skills for Insurance Professionals (Udemy.com)

From Vlookups to Pivot Tables: Learn the Excel basics anyone working in the insurance industry needs to know!

4.5
2,723 reviews

Created by: Marissa Catanzaro

Last updated October 2023

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What you will learn

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

How it compares

Against the other 355 rated Udemy courses in Excel on CourseDuck:

  • Rating4.5 out of 5higher than 39% of them
  • Reviews2,723#92 of 356 by number of reviews
  • Length1.5 hoursshorter than 90% of them
  • Last updatedOctober 2023earlier than 51% of them

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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.
Read More Beginner Beginner Level product length iconTime: 1.5h

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Instructor Details

Marissa Catanzaro

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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Reviews

4.5

2,723 ratings on Udemy

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By rorisang Mohapi on 1/14/2026

I’m able to explore more on how to use excel formulas in a way that I never knew before, this is such a great experience and it’s going to help navigate the insurance industry very well

By AISHWARYA HARI KUMAR - on 9/25/2025

Highlighting a lil of my knowledge for the subscribers here:- KEYSTROKE: CTRL+SHIFT+DOWN ARROW (Lets you select an entire row top to bottom). CTRL+ UP ARROW(Lets you jump to the top of a list). ALT+H+V+V(Allows you to paste special values). CTRL+PG DN(Lets you shift to another page in the workbook). =sum(A1:A4)....(Lets you add cells in a row). =average(A1:A4)....(Lets you take an average of the specified cell). Hope this lil helps;)

By Mohammed Fiezaan on 1/8/2025

The course should be more in line what the person would be using in terms working in a insurance firm that being motor home or even pension. This is more of beginer guide to using excel.

By Anonymized User on 4/18/2024

The lessons were short and direct, but clearly conveyed all the necessary details to help me understand the concepts.

By Amanda Gibson on 8/21/2022

Excellent course for those involved with insurance. The content was easy to understand and had a good pace. I appreciate the cheat sheets provided with the lessons.

By Maria Socorro Marigsa Paterno on 8/6/2022

Yes it is a good experience for me specially i am using an excel but not similar to this. Chart and graph are new to me and I have learned a lot on this course.

By Cameron Bastian on 6/29/2022

Overall I feel like it was extremely helpful and well taught. The only thing I think would make it better is if there were a practice excel sheet, with a data set, available for download at the beginning; that way we could follow along and practice everything with her.

By Max Khais on 1/11/2020

Very good base information if you plan on advancing in your excel skills. Also, very clear and simple on everything that was spoken. Thank you!

By Stefani Arapidis on 12/30/2019

I enjoyed this course and learned a lot. I even learned about the simple key strokes on how to maneuver within excel. I took notes and expect to look back at them until I get the hang of doing everything from memory.

By Tyler Shirey on 9/17/2017

The course could be improved with case studies for different types of insurance work. However, for the cost, it was a good overview and interview prep for my Business Analyst pursuits.

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Overall Score : 90 / 100

Excel Skills for Insurance Professionals
Visit course on Udemy Write a review
  • Video Duration: icon 1.5h
  • Price: $59.99
  • Provider: icon Udemy
  • Updated: icon October 2023
  • Level: Beginner Beginner
  • Language: icon English
  • Certificate: icon Yes
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