How do they match: Insurance Claims and Policy Processing Clerks

  • Cancellation Clerk

  • 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.

  • Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
  • Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
  • Contact insured or other involved persons to obtain missing information.
  • Correspond with insured or agent to obtain information or to inform them of account status or changes.
  • Enter insurance- and claims-related information into database systems.
  • Interview clients and take their calls to provide customer service and obtain information on claims.
  • Notify insurance agent and accounting department of policy cancellation.
  • 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.
  • Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Post or attach information to claim file.
  • 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.

  • Code data or other information.
  • Answer telephones to direct calls or provide information.
  • Discuss account status or activity with customers or patrons.
  • Enter information into databases or software programs.
  • Execute sales or other financial transactions.
  • Interview employees, customers, or others to collect information.
  • Obtain personal or financial information about customers or applicants.
  • Provide information to coworkers.
  • Review customer insurance information.
  • Send information, materials or documentation.