How do they match: Insurance Claims and Policy Processing Clerks

  • Insurance Claims and Policy Processing Clerks

  • Service Advisor
  • Agency Service Rep
  • Agency Service Representative
  • Billing and Insurance Coordinator
  • Claims Service Rep
  • Claims Service Representative
  • Claims Customer Service Representative
  • Customer Service Representative
  • Customer Service Tech
  • Customer Service Technician
  • Insurance Customer Service Representative
  • Personal Lines Insurance Customer Service Representative

  • 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.

  • Check computations of interest accrued, premiums due, and settlement surrender on loan values.
  • Enter insurance- and claims-related information into database systems.
  • Interview clients and take their calls to provide customer service and obtain information on claims.
  • 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.
  • Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
  • 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 costs of goods or services.
  • Calculate financial data.
  • Check data for recording errors.
  • Code data or other information.
  • Compile data or documentation.
  • Enter information into databases or software programs.
  • Verify accuracy of financial or transactional data.