How do they match: Insurance Claims and Policy Processing Clerks

  • Personal Lines Insurance CSR
  • Personal Lines Insurance Customer Service Representative
  • Financial Representative

  • Contact insured or other involved persons to obtain missing information.

  • Calculate financial data.
  • Execute sales or other financial transactions.
  • Maintain financial or account records.
  • Obtain personal or financial information about customers or applicants.
  • Verify accuracy of financial or transactional data.