How do they match: Insurance Claims and Policy Processing Clerks

  • Account Administrator
  • Accounts Manager
  • Financial Representative

  • Compose business correspondence for supervisors, managers, and professionals.
  • Correspond with insured or agent to obtain information or to inform them of account status or changes.
  • Notify insurance agent and accounting department of policy cancellation.
  • Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.

  • Calculate financial data.
  • Discuss account status or activity with customers or patrons.
  • 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.