Insurance Claims and Policy Processing Clerks

What the job really is

Process new insurance policies, modifications to existing policies, and claims forms. Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and company records. Update existing policies and company records to reflect changes requested by policyholders and insurance company representatives.

At a glance

• Sector: Office & Administrative
• O*NET-SOC code: 43-9041
• O*NET job zone: 2 — some preparation
• Work sample tasks on file: 12
• Tools and technologies listed: 12

What you actually do

Work sample tasks recorded for this occupation:

• Prepare insurance claim forms or related documents, and review them for completeness.
• Calculate amount of claim.
• Post or attach information to claim file.
• Transmit claims for payment or further investigation.
• Contact insured or other involved persons to obtain missing information.
• Review insurance policy to determine coverage.
• Process and record new insurance policies and claims.
• Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
• Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
• Correspond with insured or agent to obtain information or to inform them of account status or changes.
• Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
• Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.

Tools and technology

Microsoft Access, Microsoft Excel, Microsoft Office software, Microsoft Outlook, Microsoft PowerPoint, Microsoft Windows, Microsoft Word, 10-key calculators, Account management software, Alpha Software Alpha Five, Automated information system software, Billing software

What employers expect you to already be comfortable with.

Where this job leads

Related occupations — the usual moves up and sideways:

• Customer Service Representatives
• Credit Authorizers, Checkers, and Clerks
• Eligibility Interviewers, Government Programs
• Billing and Posting Clerks
• Loan Interviewers and Clerks
• Bookkeeping, Accounting, and Auditing Clerks
• Correspondence Clerks
• Office Clerks, General

Getting in

O*NET assigns this occupation job zone 2 (some preparation). The related occupations above are the realistic routes in and out.

Find openings

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Check this against the source

O*NET OnLine: Insurance Claims and Policy Processing Clerks — the authoritative public-domain profile this page is derived from, including the full task list, reported skills and the wage estimates for your region.

Derived and rewritten from the public-domain O*NET database (U.S. Department of Labor / Employment and Training Administration). Figures are observations, not promises — always confirm salary, licensing and visa requirements with the employer and the relevant authority.