How do they match: Insurance Claims and Policy Processing Clerks

  • Personal Lines Insurance CSR
  • Personal Lines Insurance Customer Service Representative
  • Service Advisor
  • Agency Service Rep
  • Agency Service Representative
  • Claims Service Rep
  • Claims Service Representative
  • Claims Customer Service Representative
  • Customer Service Representative
  • Customer Service Tech
  • Customer Service Technician
  • Insurance Customer Service Representative

  • 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.

  • Apply insurance rating systems.
  • Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
  • Contact insured or other involved persons to obtain missing information.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Interview clients and take their calls to provide customer service and obtain information on claims.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
  • Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
  • Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.

  • Calculate costs of goods or services.
  • Obtain personal or financial information about customers or applicants.