How do they match: Insurance Claims and Policy Processing Clerks

  • Premium Representative

  • Prepare insurance claim forms or related documents, and review them for completeness.
  • Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
  • Check computations of interest accrued, premiums due, and settlement surrender on loan values.
  • Collect initial premiums and issue receipts.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
  • Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.

  • Prepare business correspondence.
  • Prepare documentation for contracts, transactions, or regulatory compliance.