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.

  • 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.
  • 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.