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Insurance Claims and Policy Processing Clerks

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.

What you’d do

  • 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.

Skills that matter

  • Reading Comprehension
  • Time Management
  • Speaking
  • Active Listening
  • Critical Thinking
  • Coordination

How to get there

Little to some preparation: usually a high school diploma or GED, though some jobs do not need one

Also called

  • Claims Processor
  • Claims Representative (Claims Rep)
  • Claims Technician (Claims Tech)
  • Underwriting Assistant
  • Claims Adjudicator
  • Claims Analyst

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