How do they match: Insurance Claims and Policy Processing Clerks

  • Account Administrator
  • Accounts Manager
  • Personal Lines Insurance CSR
  • Personal Lines Insurance Customer Service Representative
  • Billing and Insurance Coordinator
  • Insurance Biller

  • Collect initial premiums and issue receipts.
  • 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.
  • Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.

  • Collect deposits, payments or fees.
  • Discuss account status or activity with customers or patrons.
  • Interview employees, customers, or others to collect information.
  • Maintain financial or account records.
  • Obtain personal or financial information about customers or applicants.