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.

  • Apply insurance rating systems.
  • Check computations of interest accrued, premiums due, and settlement surrender on loan values.
  • Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
  • 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.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
  • 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.