How do they match: Insurance Claims and Policy Processing Clerks

  • Account Administrator
  • Accounts Manager
  • Personal Lines Insurance CSR
  • Personal Lines Insurance Customer Service Representative

  • 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.
  • Notify insurance agent and accounting department of policy cancellation.
  • Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
  • Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.

  • Discuss account status or activity with customers or patrons.
  • Maintain financial or account records.
  • Obtain personal or financial information about customers or applicants.