How do they match: Insurance Claims and Policy Processing Clerks

  • Personal Lines Insurance CSR
  • Personal Lines Insurance Customer Service Representative

  • Contact insured or other involved persons to obtain missing information.
  • Enter insurance- and claims-related information into database systems.
  • Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
  • Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
  • Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.

  • Calculate financial data.
  • Check data for recording errors.
  • Code data or other information.
  • Compile data or documentation.
  • Enter information into databases or software programs.
  • Obtain personal or financial information about customers or applicants.
  • Verify accuracy of financial or transactional data.