Insurance Policy Processing Clerks

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Insurance Policy Processing Clerks

Careers / Insurance Policy Processing Clerks

Summary Description


	Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by agents, and verifying the accuracy of insurance company records.

Sample Job Titles

1.	Account Manager

2.	Agency Service Coordinator

3.	Cancellation Clerk

4.	Claims Assistant

5.	Claims Processor

6.	Commercial Customer Service Representative

7.	Customer Service Agent

8.	Customer Service Representative (CSR)

9.	Data Entry Clerk

10.	Data Entry Operator

11.	Document Processor

12.	Insurance Analyst

13.	Insurance Biller

14.	Insurance Checker

15.	Insurance Csr

16.	Insurance Examining Clerk

17.	Insurance Processing Clerk

18.	Insurance Processor

19.	Medical Claims Processor

20.	Medical Collector

21.	Personal Lines Customer Service Representative

22.	Policy Change Clerk

23.	Policy Checker

24.	Policy Issue Clerk

25.	Reinsurance Clerk

26.	Reviewer

27.	Revival Clerk

28.	Special Certificate Dictator

29.	Underwriting Assistant

Job Tasks

	Interview clients and take their calls to provide customer service and obtain information on claims.

	Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.

	Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.

	Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.

	Process and record new insurance policies and claims.

	Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.

	Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.

	Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.

	Correspond with insured or agent to obtain information or inform them account status or changes.

	Collect initial premiums and issue receipts.

	Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.

	Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.

	Obtain computer printout of policy cancellations or retrieve cancellation cards from file.

	Compose business correspondence for supervisors, managers and professionals.

	Check computations of interest accrued, premiums due, and settlement surrender on loan values.

	Notify insurance agent and accounting department of policy cancellation.

Work Activities

Importance	Work Activity

Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.


		obtain information from individuals

Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.


		use computers to enter, access or retrieve data

Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.


		follow contract, property, or insurance laws

		use oral or written communication techniques

Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.

Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.

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.


		review data on insurance applications or policies

		examine documents for completeness, accuracy, or conformance to standards

Communicating with Persons Outside 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.

Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.


		collect payment

Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.


		calculate insurance premiums or awards

		compute financial data

		verify signatures for financial transactions

		examine financial documents to verify issue

Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.

Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.


		maintain records, reports, or files

		fill out business or government forms

		type letters or correspondence

		maintain inventory of office forms

Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.


		transcribe spoken or written information

		maintain insurance records

Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.

Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.

Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.

Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Assisting and Caring for Others — Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.

Performing General Physical Activities — Performing physical activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling of materials.

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When the U.S. Constitution was written, the federal government was not allowed to collect income tax. All revenues came from trade tariffs. The 16th Ammendment later permitted federal income tax.

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