How do they match: Insurance Claims and Policy Processing Clerks

  • Document Processor
  • Document Reviewer

  • 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.

  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
  • Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
  • Prepare insurance claim forms or related documents, and review them for completeness.
  • Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.

  • Compile data or documentation.
  • Prepare documentation for contracts, transactions, or regulatory compliance.
  • Send information, materials or documentation.