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Insurance Policy Processing Clerk

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AVG. SALARY

$48,090

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EDUCATION

High school (GED) +

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JOB OUTLOOK

Decreasing

What They Do

Insurance Claims and Policy Processing Clerks Career Video

About This Career

Processes new insurance policies, modifications to existing policies, and claims forms. Obtains information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and company records. Updates existing policies and company records to reflect changes requested by policyholders and insurance company representatives.

This career is part of the Finance cluster Insurance pathway.

A person in this career:

  • Prepares insurance claim forms or related documents, and reviews them for completeness.
  • Calculates amount of claim.
  • Posts or attaches information to claim file.
  • Transmits claims for payment or further investigation.
  • Contacts insured or other involved persons to obtain missing information.
  • Reviews insurance policy to determine coverage.
  • Processes and records new insurance policies and claims.
  • Organizes or works with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
  • Provides customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
  • Corresponds with insured or agent to obtain information or to inform them of account status or changes.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves making repetitive motions more than one-third of the time
  • Work in this occupation involves sitting more than one-third of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Regular working hours and limited travel

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Claims Adjudicator
  • Claims Analyst
  • Claims Technician (Claims Tech)
  • Policy Analyst — Researches and compares possible solutions to a broad range of problems, from stemming school dropout rates and ensuring access to affordable health care to protecting the nation from terrorism and ensuring stable economic growth.
  • Underwriting Assistant
  • Insurance Analyst — Reviews individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.
  • Claims Processor
  • Claims Representative (Claims Rep)
  • Claims Customer Service Representative (Claims CSR)
  • Claims Clerk

Contact

  • Email Support

  • 1-800-GO-TO-XAP (1-800-468-6927)
    From outside the U.S., please call +1 (424) 750-3900

Support


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OCAP believes that financial literacy and understanding the financial aid process are critical aspects of college planning and student success. OCAP staff who work with students, parents, educators and community partners in the areas of personal finance education, state and federal financial aid, and student loan management do not provide financial, investment, legal, and/or tax advice. This website and all information provided is for general educational purposes only, and is not intended to be construed as financial, investment, legal, and/or tax advice.