Job Description Templates
  • Search
  • Menu Menu

Insurance Claims and Policy Processing Clerks

CrowdSourceLawyers.com

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.

Sample of reported job titles: Claim Processing Specialist, Claims Clerk, Claims Customer Service Representative (Claims CSR), Claims Processor, Claims Representative, Enrollment Representative, Insurance Analyst, Policy Service Coordinator, Policy Services Representative, Processing Clerk

View report: Summary  Details  Custom  My Next MoveEasy Read  My Next Move for VeteransVeterans  Mi Próximo PasoEspañol

Tasks  |  Technology Skills  |  Tools Used  |  Knowledge  |  Skills  |  Abilities  |  Work Activities  |  Detailed Work Activities  |  Work Context  |  Job Zone  |  Credentials  |  Interests  |  Work Styles  |  Work Values  |  Related Occupations  |  Wages & Employment  |  Job Openings  |  Additional Information

Tasks

Show fewer All 27 displayed
  • Prepare insurance claim forms or related documents, and review them for completeness.See more occupations related to this task.
  • Calculate amount of claim.See more occupations related to this task.
  • Post or attach information to claim file.See more occupations related to this task.
  • Transmit claims for payment or further investigation.See more occupations related to this task.
  • Contact insured or other involved persons to obtain missing information.See more occupations related to this task.
  • Review insurance policy to determine coverage.See more occupations related to this task.
  • Process and record new insurance policies and claims.See more occupations related to this task.
  • Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.See more occupations related to this task.
  • Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.See more occupations related to this task.
  • Correspond with insured or agent to obtain information or to inform them of account status or changes.See more occupations related to this task.
  • Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.See more occupations related to this task.
  • Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.See more occupations related to this task.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.See more occupations related to this task.
  • Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.See more occupations related to this task.
  • Notify insurance agent and accounting department of policy cancellation.See more occupations related to this task.
  • Pay small claims.See more occupations related to this task.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.See more occupations related to this task.
  • Collect initial premiums and issue receipts.See more occupations related to this task.
  • Check computations of interest accrued, premiums due, and settlement surrender on loan values.See more occupations related to this task.
  • Interview clients and take their calls to provide customer service and obtain information on claims.See more occupations related to this task.
  • Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.See more occupations related to this task.
  • Compose business correspondence for supervisors, managers, and professionals.See more occupations related to this task.
  • Apply insurance rating systems.See more occupations related to this task.
  • Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.See more occupations related to this task.
  • Enter insurance- and claims-related information into database systems.See more occupations related to this task.
  • Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.See more occupations related to this task.
  • Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.See more occupations related to this task.

Find occupations related to multiple tasks

back to top

CrowdSourceLawyers.com

https://crowdsourcelawyers.com/job-description-templates/

Technology Skills

Show fewer All 12 displayed     Show 4 tools used
  • Accounting software — Account management software; Billing softwareSee more occupations related to this technology.
  • Data base user interface and query software — Data entry software; Database software Hot technology ; Microsoft Access Hot technology ; Policy issuance system software (see all 9 examples)See more occupations related to this technology.
  • Document management software — InSystems Calligo EnterpriseSee more occupations related to this technology.
  • Electronic mail software — IBM Lotus Notes; MicroFocus GroupWise; Microsoft Outlook Hot technologySee more occupations related to this technology.
  • Financial analysis software — Insurance rating softwareSee more occupations related to this technology.
  • Instant messaging software — GroupMeSee more occupations related to this technology.
  • Internet browser software — Microsoft Internet Explorer; Web browser softwareSee more occupations related to this technology.
  • Medical software — Healthcare common procedure coding system HCPCS Hot technology ; Medical condition coding software Hot technology ; Medical procedure coding softwareSee more occupations related to this technology.
  • Office suite software — Microsoft Office Hot technologySee more occupations related to this technology.
  • Presentation software — Microsoft PowerPoint Hot technologySee more occupations related to this technology.
  • Spreadsheet software — Microsoft Excel Hot technologySee more occupations related to this technology.
  • Word processing software — Microsoft Word Hot technologySee more occupations related to this technology.

Hot technology Hot Technology — a technology requirement frequently included in employer job postings.

back to top

CrowdSourceLawyers.com

https://crowdsourcelawyers.com/job-description-templates/

Knowledge

Show fewer All 4 displayed
  • 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.See more occupations related to this knowledge.
  • 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.See more occupations related to this knowledge.
  • English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.See more occupations related to this knowledge.
  • Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.See more occupations related to this knowledge.

back to top

CrowdSourceLawyers.com

https://crowdsourcelawyers.com/job-description-templates/

Skills

Show fewer All 6 displayed
  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.See more occupations related to this skill.
  • Reading Comprehension — Understanding written sentences and paragraphs in work-related documents.See more occupations related to this skill.
  • Speaking — Talking to others to convey information effectively.See more occupations related to this skill.
  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.See more occupations related to this skill.
  • Writing — Communicating effectively in writing as appropriate for the needs of the audience.See more occupations related to this skill.
  • Service Orientation — Actively looking for ways to help people.See more occupations related to this skill.

back to top

Abilities

Show fewer All 11 displayed
  • Written Comprehension — The ability to read and understand information and ideas presented in writing.See more occupations related to this ability.
  • Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.See more occupations related to this ability.
  • Oral Expression — The ability to communicate information and ideas in speaking so others will understand.See more occupations related to this ability.
  • Speech Recognition — The ability to identify and understand the speech of another person.See more occupations related to this ability.
  • Near Vision — The ability to see details at close range (within a few feet of the observer).See more occupations related to this ability.
  • Speech Clarity — The ability to speak clearly so others can understand you.See more occupations related to this ability.
  • Written Expression — The ability to communicate information and ideas in writing so others will understand.See more occupations related to this ability.
  • Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).See more occupations related to this ability.
  • Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.See more occupations related to this ability.
  • Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.See more occupations related to this ability.
  • Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).See more occupations related to this ability.

back to top

Work Activities

Show fewer All 17 displayed
  • Working with Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.See more occupations related to this activity.
  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.See more occupations related to this activity.
  • Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.See more occupations related to this activity.
  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.See more occupations related to this activity.
  • Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.See more occupations related to this activity.
  • Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.See more occupations related to this activity.
  • Communicating with People Outside the Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.See more occupations related to this activity.
  • Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.See more occupations related to this activity.
  • Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.See more occupations related to this activity.
  • Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.See more occupations related to this activity.
  • Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.See more occupations related to this activity.
  • Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.See more occupations related to this activity.
  • Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.See more occupations related to this activity.
  • Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.See more occupations related to this activity.
  • Monitoring Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.See more occupations related to this activity.
  • Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.See more occupations related to this activity.
  • Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.See more occupations related to this activity.

back to top

Detailed Work Activities

Show fewer All 22 displayed
  • Prepare documentation for contracts, transactions, or regulatory compliance.See more occupations related to this activity.
  • Check data for recording errors.See more occupations related to this activity.
  • Execute sales or other financial transactions.See more occupations related to this activity.
  • Calculate costs of goods or services.See more occupations related to this activity.
  • Compile data or documentation.See more occupations related to this activity.
  • Send information, materials or documentation.See more occupations related to this activity.
  • Review customer insurance information.See more occupations related to this activity.
  • Discuss account status or activity with customers or patrons.See more occupations related to this activity.
  • Maintain operational records.See more occupations related to this activity.
  • Enter information into databases or software programs.See more occupations related to this activity.
  • Explain regulations, policies, or procedures.See more occupations related to this activity.
  • Provide notifications to customers or patrons.See more occupations related to this activity.
  • Verify accuracy of financial or transactional data.See more occupations related to this activity.
  • Collect deposits, payments or fees.See more occupations related to this activity.
  • Answer telephones to direct calls or provide information.See more occupations related to this activity.
  • Interview employees, customers, or others to collect information.See more occupations related to this activity.
  • Obtain personal or financial information about customers or applicants.See more occupations related to this activity.
  • Prepare business correspondence.See more occupations related to this activity.
  • Provide information to coworkers.See more occupations related to this activity.
  • Code data or other information.See more occupations related to this activity.
  • Maintain financial or account records.See more occupations related to this activity.
  • Calculate financial data.See more occupations related to this activity.

Find occupations related to multiple detailed work activities

back to top

Work Context

Show fewer All 20 displayed
  • Electronic Mail — How often do you use electronic mail in this job?See more occupations related to this work context.
  • Spend Time Sitting — How much does this job require sitting?See more occupations related to this work context.
  • Telephone — How often do you have telephone conversations in this job?See more occupations related to this work context.
  • Importance of Being Exact or Accurate — How important is being very exact or highly accurate in performing this job?See more occupations related to this work context.
  • Importance of Repeating Same Tasks — How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job?See more occupations related to this work context.
  • Indoors, Environmentally Controlled — How often does this job require working indoors in environmentally controlled conditions?See more occupations related to this work context.
  • Contact With Others — How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?See more occupations related to this work context.
  • Work With Work Group or Team — How important is it to work with others in a group or team in this job?See more occupations related to this work context.
  • Letters and Memos — How often does the job require written letters and memos?See more occupations related to this work context.
  • Structured versus Unstructured Work — To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?See more occupations related to this work context.
  • Face-to-Face Discussions — How often do you have to have face-to-face discussions with individuals or teams in this job?See more occupations related to this work context.
  • Time Pressure — How often does this job require the worker to meet strict deadlines?See more occupations related to this work context.
  • Frequency of Decision Making — How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?See more occupations related to this work context.
  • Deal With External Customers — How important is it to work with external customers or the public in this job?See more occupations related to this work context.
  • Spend Time Making Repetitive Motions — How much does this job require making repetitive motions?See more occupations related to this work context.
  • Freedom to Make Decisions — How much decision making freedom, without supervision, does the job offer?See more occupations related to this work context.
  • Impact of Decisions on Co-workers or Company Results — What results do your decisions usually have on other people or the image or reputation or financial resources of your employer?See more occupations related to this work context.
  • Degree of Automation — How automated is the job?See more occupations related to this work context.
  • Deal With Unpleasant or Angry People — How frequently does the worker have to deal with unpleasant, angry, or discourteous individuals as part of the job requirements?See more occupations related to this work context.
  • Coordinate or Lead Others — How important is it to coordinate or lead others in accomplishing work activities in this job?See more occupations related to this work context.

back to top

Job Zone

Title Job Zone Two: Some Preparation Needed
Education These occupations usually require a high school diploma.
Related Experience Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.
Job Training Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.
Job Zone Examples These occupations often involve using your knowledge and skills to help others. Examples include orderlies, counter and rental clerks, customer service representatives, security guards, upholsterers, and tellers.
SVP Range (4.0 to < 6.0)

back to top

Credentials

Find Training Find Certifications Find Licenses Apprenticeship.gov

back to top

Interests

Show fewer All 3 displayed

Interest code: CES   Want to discover your interests? Take the O*NET Interest Profiler at My Next Move.

  • Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.See more occupations related to this interest.
  • Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.See more occupations related to this interest.
  • Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.See more occupations related to this interest.

back to top

Work Styles

Show fewer All 15 displayed
  • Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.See more occupations related to this work style.
  • Integrity — Job requires being honest and ethical.See more occupations related to this work style.
  • Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.See more occupations related to this work style.
  • Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.See more occupations related to this work style.
  • Self-Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.See more occupations related to this work style.
  • Independence — Job requires developing one’s own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.See more occupations related to this work style.
  • Initiative — Job requires a willingness to take on responsibilities and challenges.See more occupations related to this work style.
  • Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high-stress situations.See more occupations related to this work style.
  • Concern for Others — Job requires being sensitive to others’ needs and feelings and being understanding and helpful on the job.See more occupations related to this work style.
  • Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.See more occupations related to this work style.
  • Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.See more occupations related to this work style.
  • Persistence — Job requires persistence in the face of obstacles.See more occupations related to this work style.
  • Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.See more occupations related to this work style.
  • Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job.See more occupations related to this work style.
  • Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction.See more occupations related to this work style.

back to top

Work Values

Show fewer All 3 displayed
  • Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.See more occupations related to this work value.
  • Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.See more occupations related to this work value.
  • Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.See more occupations related to this work value.

back to top

Related Occupations

Show fewer All 10 displayed
43-2011.00 Switchboard Operators, Including Answering Service
43-3011.00 Bill and Account Collectors
43-3021.00 Billing and Posting Clerks
43-3051.00 Payroll and Timekeeping Clerks
43-4031.00 Court, Municipal, and License Clerks
43-4051.00 Customer Service Representatives Bright Outlook
43-4141.00 New Accounts Clerks
43-4171.00 Receptionists and Information Clerks   Bright Outlook Bright Outlook
43-6014.00 Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Bright Outlook
43-9061.00 Office Clerks, General Bright Outlook

back to top

Wages & Employment Trends

Median wages (2020) $20.22 hourly, $42,050 annual
State wages
 
Local wages
  
Employment (2020) 277,900 employees
Projected growth (2020-2030) Slower than average (1% to 5%) Slower than average (1% to 5%)
Projected job openings (2020-2030) 26,700
State trends
 
Top industries (2020)
Finance and Insurance

Source: Bureau of Labor Statistics 2020 wage data external site and 2020-2030 employment projections external site. “Projected growth” represents the estimated change in total employment over the projections period (2020-2030). “Projected job openings” represent openings due to growth and replacement.

back to top

Job Openings on the Web

Find Jobs

back to top

Sources of Additional Information

Show fewer All 5 displayed

Disclaimer: Sources are listed to provide additional information on related jobs, specialties, and/or industries. Links to non-DOL Internet sites are provided for your convenience and do not constitute an endorsement.

  • American Bankers Association external site
  • International Association of Insurance Professionals external site
  • Mortgage Bankers Association external site
  • Occupational Outlook Handbook: Financial clerks external site
  • The National Alliance for Insurance Education and Research external site

back to top


This page includes information from O*NET OnLine by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.

© Copyright | CrowdSourceLawyers
Scroll to top