How do they match: Insurance Claims and Policy Processing Clerks

  • Account Administrator
  • Accounts Manager

  • 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.

  • Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
  • 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.
  • Process and record new insurance policies and claims.
  • 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.