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.
66 alternate job titles:
Agency Service Representative (Agency Service Rep)
Auto Claims Rep (Automotive Claims Representative)
Auto Liability Claims Rep (Automotive Liability Claims Representative)
Billing and Insurance Coordinator
Bodily Injury Claims Representative (Bodily Injury Claims Rep)
Cancellation Clerk
Claim Representative (Claims Rep)
Claims Adjudicator
Claims Analyst
Claims Assistant
Claims Associate
Claims Clerk
Claims Coordinator
Claims Customer Service Representative (Claims CSR)
Claims Processing Specialist (CPS)
Claims Processor
Claims Representative (Claims Rep)
Claims Service Representative (Claims Service Rep)
Claims Sorter
Claims Taker
Claims Technician (Claims Tech)
Client Process Specialist
Commercial Lines Underwriting Assistant
Cyber Insurance Policy Specialist
Dental Insurance Coordinator
Document Processor
Document Reviewer
Enrollment Representative
Field Claims Representative
Insurance Analyst
Insurance Assistant
Insurance Associate
Insurance Authorization Specialist
Insurance Biller
Insurance Checker
Insurance Claims Clerk
Insurance Claims Processor
Insurance Clerk
Insurance Coordinator
Insurance Customer Service Representative (Insurance CSR)
Insurance Examining Clerk
Insurance Policy Issue Clerk
Insurance Processing Clerk
Insurance Processor
Insurance Specialist
Insurance Verification Specialist
Liability Claims Representative
Medical Claims Processor
Medical Insurance Claims Processor
Medical Insurance Specialist
Open Claims Representative (OCR)
Personal Lines Insurance Customer Service Representative (Personal Lines Insurance CSR)
Policy Analyst
Policy Change Clerk
Policy Checker
Policy Issue Clerk
Policy Title Typist
Premium Representative
Processing Clerk
Reimbursement Counselor
Reinsurance Clerk
Reviewer
Revival Clerk
Underwriting Assistant
Underwriting Clerk
Workers' Compensation Claims Assistant
Salary Information
Insurance Claims and Policy Processing Clerks: $48,450 (median) per year.
Starting salary (10th percentile).
Required expreience: Varies by Company
Data source: U.S. Bureau of Labor Statistics
Daily Tasks & Responsibilities
| Task Description | Category |
|---|---|
| Check data for recording errors. | General |
| Prepare documentation for contracts, transactions, or regulatory compliance. | General |
| Calculate costs of goods or services. | General |
| Compile data or documentation. | General |
| Send information, materials or documentation. | General |
| Enter information into databases or software programs. | General |
| Explain regulations, policies, or procedures. | General |
| Provide notifications to customers or patrons. | General |
| Verify accuracy of financial or transactional data. | General |
| Provide information to coworkers. | General |
| Execute sales or other financial transactions. | General |
| Collect deposits, payments or fees. | General |
| Interview employees, customers, or others to collect information. | General |
| Answer telephones to direct calls or provide information. | General |
| Obtain personal or financial information about customers or applicants. | General |
| Prepare business correspondence. | General |
| Calculate financial data. | General |
| Discuss account status or activity with customers or patrons. | Communication |
| Review customer insurance information. | Maintenance |
| Maintain operational records. | Maintenance |
| Maintain financial or account records. | Maintenance |
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Technology Requirements
| Technology | Description |
|---|---|
| Microsoft Excel | Spreadsheet software |
| Microsoft Office software | Office suite software |
| Microsoft Outlook | Electronic mail software |
| Microsoft Word | Word processing software |
| Microsoft PowerPoint | Presentation software |
| Microsoft Windows | Operating system software |
| Account management software | Accounting software |
| Billing software | Accounting software |
| GroupMe | Instant messaging software |
| Healthcare common procedure coding system HCPCS | Medical software |
| IBM Lotus Notes | Electronic mail software |
| InSystems Calligo Enterprise | Document management software |
| Insurance rating software | Financial analysis software |
| Medical condition coding software | Medical software |
| Medical procedure coding software | Medical software |
| MicroFocus GroupWise | Electronic mail software |
| Microsoft Internet Explorer | Internet browser software |
| Spreadsheet software | Spreadsheet software |
| Web browser software | Internet browser software |
| Word processing software | Word processing software |
| Microsoft Access | Data base user interface and query software |
| Alpha Software Alpha Five | Data base user interface and query software |
| Automated information system software | Data base user interface and query software |
| Claim processing system software | Data base user interface and query software |
| Database software | Data base user interface and query software |
| IBM Check Processing Control System CPSC | Data base user interface and query software |
| Policy issuance system software | Data base user interface and query software |
| St. Paul Travelers e-CARMA | Data base user interface and query software |
| Xactware Xactimate | Data base user interface and query software |
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Relevant Certifications
Industry certifications that may be valuable for this career role:
| Certification | Issuing Organization | Practice Test |
|---|---|---|
| Associate in Claims - Management | The Institutes | Not Available |
| Associate in Commercial Underwriting - Management | The Institutes | Not Available |
| Associate in Fidelity and Surety Bonding | The Institutes | Not Available |
| Associate in General Insurance | The Institutes | Not Available |
| Associate in Insurance Services | The Institutes | Not Available |
| Associate in National Flood Insurance | The Institutes | Not Available |
| Associate in Risk Management - Enterprise Wide Risk Management | The Institutes | Not Available |
| Associate, Insurance Regulatory Compliance | LOMA | Not Available |
| Associate, Reinsurance Administration | LOMA | Not Available |
| Certified Insurance Counselors | The National Alliance for Insurance Education and Research | Not Available |
| Certified Insurance Service Representatives | The National Alliance for Insurance Education and Research | Not Available |
| Certified Medical Insurance Specialist | Practice Management Institute | Not Available |
| Medical Software, Insurance and Pre-authorization Specialist | American Education Certification Association | Not Available |
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