Insurance Claims and Policy Processing Clerks

Methodize the handling of insurance policy applications, policy amendments, and claim forms. Collect data from policyholders to ensure claims forms are accurate and comprehensive.

Career Snapshot

ABOUT INSURANCE CLAIMS OR POLICY PROCESSING CLERK CAREERS

Most individuals rely on insurance as a safety net. Insurance claims and policy processing clerks are responsible for ensuring that the safety net is in proper working order. They organise the information and documentation required to maintain policies current. They also help to settle claims. 

Policy processing clerks handle new insurance policies by ensuring that applications are completely filled out before sending them on for evaluation. They may need to contact agents or applicants to obtain any missing information. When policies are authorised, these clerks compile the paperwork and compute the premiums with the use of specialist software. 

They also keep current policies up to date. When beneficiaries or coverage are changed, they notify the proper agents, carriers, and policyholders. Claims clerks must be detail-oriented as well, gathering information about a claim, organising it into a computerised report, and forwarding it to a claims representative to determine settlement. 

These clerks work a typical 40-hour week in pleasant workplaces, but their tasks can be repetitive and sedentary. They must pay special attention because mistakes might damage a customer's coverage just when it is needed the most. 

As an insurance clerk, you will need a high school diploma as well as strong typing and computer abilities. A potential employer values previous customer service experience. You may secure your future by supplementing your on-the-job experience with some college classes. This can help you advance to a supervisory or claims representative role.

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Activities

Communicating with Persons Outside Organization Know More
Communicating with Supervisors, Peers, or Subordinates Know More
Documenting/Recording Information Know More
Establishing and Maintaining Interpersonal Relationships Know More
Evaluating Information to Determine Compliance with Standards Know More
Getting Information Know More
Interacting With Computers Know More
Processing Information Know More

Areas of Study

Administration and Management Know More
Clerical Know More
Communications and Media Know More
Computers and Electronics Know More
Customer and Personal Service Know More
English Language Know More
Mathematics Know More
Production and Processing Know More

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Top Skills

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Judgment and Decision Making Know More
Reading Comprehension Know More
Service Orientation Know More
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