How do they match: Insurance Claims and Policy Processing Clerks

  • Insurance Claims and Policy Processing Clerks

  • Agency Service Rep
  • Agency Service Representative
  • Personal Lines Insurance CSR
  • Personal Lines Insurance Customer Service Representative
  • Billing and Insurance Coordinator

  • 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.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Notify insurance agent and accounting department of policy cancellation.
  • Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.

  • Obtain personal or financial information about customers or applicants.