How do they match: Insurance Claims and Policy Processing Clerks

  • Account Administrator

  • Correspond with insured or agent to obtain information or to inform them of account status or changes.
  • Notify insurance agent and accounting department of policy cancellation.
  • Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.

  • Discuss account status or activity with customers or patrons.
  • Maintain financial or account records.