How do they match: Insurance Claims and Policy Processing Clerks

  • Customer Service Representative
  • Customer Service Tech
  • Customer Service Technician
  • Personal Lines Insurance Customer Service Representative
  • Personal Lines Insurance CSR
  • Claims Customer Service Representative
  • Insurance Customer Service Representative

  • 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.

  • Contact insured or other involved persons to obtain missing information.
  • Enter insurance- and claims-related information into database systems.
  • Interview clients and take their calls to provide customer service and obtain information on claims.
  • Prepare insurance claim forms or related documents, and review them for completeness.
  • Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.

  • Discuss account status or activity with customers or patrons.
  • Interview employees, customers, or others to collect information.
  • Obtain personal or financial information about customers or applicants.
  • Provide notifications to customers or patrons.
  • Review customer insurance information.