How do they match: Insurance Claims and Policy Processing Clerks

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

  • Correspond with insured or agent to obtain information or to inform them of account status or changes.
  • 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.
  • Notify insurance agent and accounting department of policy cancellation.
  • 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 financial data.
  • Calculate costs of goods or services.
  • 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.