Insurance Claims and Policy Processing Clerks

Claims Adjudicator
Claims Analyst
Claims Clerk
Claims Customer Service Representative (Claims CSR)
Claims Processor
Claims Representative (Claims Rep)
Claims Technician (Claims Tech)
Insurance Analyst
Policy Analyst
Underwriting Assistant

What is an Insurance Claims and Policy Processing Clerk?

Insurance Claims and Policy Processing Clerks are administrative professionals who play a crucial role in the insurance industry by handling various tasks related to claims processing and policy administration. Their primary responsibilities include reviewing and processing insurance applications, gathering pertinent information, and assisting in the documentation and assessment of insurance claims. They often work closely with policyholders, insurance agents, and claims adjusters to ensure that transactions are conducted smoothly and efficiently. These clerks are responsible for maintaining accurate records, verifying policy details, and facilitating communication between all parties involved in the insurance process. This role requires attention to detail, strong organizational skills, and a good understanding of insurance policies and regulations.

Career Assessment
Career Assessment

Tasks

  • 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.

Technology Skills

Tools Used

  • Desktop calculator
  • Dictation machines
  • Desktop computers
  • Personal computers

Knowledge

  • Customer and Personal Service

    Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

  • Administrative

    Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

  • English Language

    Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

  • Computers and Electronics

    Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Skills

  • Reading Comprehension

    Understanding written sentences and paragraphs in work-related documents.

  • Time Management

    Managing one's own time and the time of others.

  • Speaking

    Talking to others to convey information effectively.

  • Active Listening

    Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

  • Critical Thinking

    Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Abilities

  • Oral Comprehension

    The ability to listen to and understand information and ideas presented through spoken words and sentences.

  • Written Comprehension

    The ability to read and understand information and ideas presented in writing.

  • Near Vision

    The ability to see details at close range (within a few feet of the observer).

  • Oral Expression

    The ability to communicate information and ideas in speaking so others will understand.

  • Speech Clarity

    The ability to speak clearly so others can understand you.

Education

How much education does a new hire need to perform a job in this occupation?

  • High school diploma or equivalent
    55 %

    or: GED, High School Equivalency Certificate

  • Associate's degree
    21 %
  • Some college, no degree
    9 %

Work Activities

  • Working with Computers

    Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

  • Getting Information

    Observing, receiving, and otherwise obtaining information from all relevant sources.

  • Processing Information

    Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

  • Communicating with Supervisors, Peers, or Subordinates

    Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

  • Documenting/Recording Information

    Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

Detailed Work Activities

  • Prepare documentation for contracts, transactions, or regulatory compliance.
  • Check data for recording errors.
  • Execute sales or other financial transactions.
  • Calculate costs of goods or services.
  • Compile data or documentation.

Work Interests

  • Conventional

    Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.

  • Enterprising

    Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.

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Job Outlook

Projected salary and job growth

$35510.0 - $68370.0

New job opportunities are less likely in the future. : Below Average

Assessment

Related assessments and tests

No assessment available.