Insurance Claims and Policy Processing Clerks

The work

Core tasks

1. 01Prepare insurance claim forms or related documents, and review them for completeness.
2. 02Calculate amount of claim.
3. 03Post or attach information to claim file.
4. 04Transmit claims for payment or further investigation.
5. 05Contact insured or other involved persons to obtain missing information.
6. 06Review insurance policy to determine coverage.
7. 07Process and record new insurance policies and claims.
8. 08Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
9. 09Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
10. 10Correspond with insured or agent to obtain information or to inform them of account status or changes.
11. 11Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
12. 12Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.

Capabilities

Essential skills

Employment outlook

Where the role is heading