Insurance Claims and Policy Processing Clerk

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  Office and Administrative Support Occupations

Insurance Claims and Policy Processing Clerk

Also Called: Claims Adjudicator, Claims Analyst, Claims Clerk, Claims Customer Service Representative (Claims CSR), Claims Processor, Claims Representative (Claims Rep), Claims Technician (Claims Tech), Insurance Analyst, Policy Analyst, Underwriting Assistant, Claims Adjudicator, Claims Analyst, Claims Clerk, Claims Customer Service Representative (Claims CSR), Claims Processor, Claims Representative (Claims Rep), Claims Technician (Claims Tech), Insurance Analyst, Policy Analyst, Underwriting Assistant

What they do

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.

$35,510
Starting Salary (2023)
$46,900
Median Salary (2023)
-3.2%
Projected Job Growth
241,650
Employment (2022)

Typical Tasks

Correspond with insured or agent to obtain information or to inform them of account status or changes.
Contact insured or other involved persons to obtain missing information.
Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
Post or attach information to claim file.
Transmit claims for payment or further investigation.

A day in the life

What kind of work is this?

Conventional
Organized, Procedural Work
Enterprising
Business based Work
Social
Working with people

What personality traits do you need to succeed?

Attention to Detail
Integrity
Dependability
Cooperation
Self-Control
Concern for Others

What key skills are needed for this job?

Reading Comprehension
Time Management
Speaking
Critical Thinking
Active Listening
Writing

Expected Knowledge

Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Administrative
Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Common Activities

Working with Computers
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
Processing Information
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

More Info

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