How do they match: 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.

  • Prepare insurance claim forms or related documents, and review them for completeness.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
  • Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.

  • Prepare business correspondence.
  • Prepare documentation for contracts, transactions, or regulatory compliance.