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.
Also called: Claims Adjudicator · Claims Analyst · Claims Clerk · Claims Customer Service Representative (Claims CSR) · Claims Processor · Claims Representative (Claims Rep)
What the numbers say
Tailor your resume to Insurance Claims and Policy Processing Clerks
See how your resume lines up with Insurance Claims and Policy Processing Clerks
Refit re-angles your real experience toward this role using the skills above — and never invents skills you don't have. A no-fabrication gate checks every change before you see it.
Top skills employers ask for
Ranked by O*NET importance for this occupation.
- Reading Comprehension
- Speaking
- Active Listening
- Critical Thinking
- Writing
- Monitoring
- Active Learning
- Learning Strategies
- Mathematics
- Science
What they actually do
Core O*NET tasks for this role.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Post or attach information to claim file.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Calculate amount of claim.
- 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.
Tools & technology
- Microsoft Excel
- Microsoft Office software
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Windows
- Account management software
- Alpha Software Alpha Five
- Automated information system software
- Billing software
- Claim processing system software
- Database software
- GroupMe
- Healthcare common procedure coding system HCPCS
- IBM Check Processing Control System CPSC
- IBM Lotus Notes
Knowledge areas
- Customer and Personal Service
- Administrative
- English Language
- Computers and Electronics
- Mathematics
- Administration and Management
- Communications and Media
- Production and Processing