How do they match: Insurance Claims and Policy Processing Clerks

  • Insurance Claims and Policy Processing Clerks

  • Insurance Clerk
  • Insurance Policy Issue Clerk
  • Insurance Processing Clerk
  • Insurance Processor
  • Insurance Analyst
  • Insurance Assistant
  • Insurance Authorization Specialist
  • Insurance Biller
  • Insurance CSR
  • Insurance Checker
  • Insurance Claims Clerk
  • Insurance Claims Processor
  • Insurance Coordinator
  • Insurance Customer Service Representative
  • Insurance Examining Clerk
  • Insurance Specialist
  • Insurance Verification Specialist
  • Policy Analyst
  • Policy Change Clerk
  • Policy Checker
  • Policy Issue Clerk
  • Policy Title Typist
  • Processing Clerk
  • Billing and Insurance Coordinator
  • Cancellation Clerk
  • Claims Clerk
  • Claims Processing Specialist
  • Claims Processor
  • Client Process Specialist
  • Cyber Insurance Policy Specialist
  • Dental Insurance Coordinator
  • Document Processor
  • Medical Insurance Claims Processor
  • Medical Insurance Specialist
  • Medical Claims Processor
  • Personal Lines Insurance CSR
  • Personal Lines Insurance Customer Service Representative
  • Reinsurance Clerk
  • Revival Clerk
  • Underwriting Clerk

  • 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.

  • Process and record new insurance policies and claims.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
  • Apply insurance rating systems.
  • Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
  • 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.
  • Correspond with insured or agent to obtain information or to inform them of account status or changes.
  • Enter insurance- and claims-related information into database systems.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
  • Notify insurance agent and accounting department of policy cancellation.
  • Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
  • Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Prepare insurance claim forms or related documents, and review them for completeness.
  • Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
  • Review insurance policy to determine coverage.
  • Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.

  • Explain regulations, policies, or procedures.
  • Review customer insurance information.