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.
Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
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.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Notify insurance agent and accounting department of policy cancellation.
Prepare insurance claim forms or related documents, and review them for completeness.
Process and record new insurance policies and claims.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Review insurance policy to determine coverage.
Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.

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Site updated April 16, 2024

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