How do they match: Insurance Claims and Policy Processing Clerks

  • 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.

  • Enter insurance- and claims-related information into database systems.
  • Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
  • Process and record new insurance policies and claims.
  • 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.
  • Maintain financial or account records.
  • Maintain operational records.
  • Verify accuracy of financial or transactional data.