Insurance Claims Clerk  What They Do

Just the Facts

Insurance Claims and Policy Processing Clerks Career Video

Obtains information from insured or designated persons for purpose of settling claim with insurance carrier.

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.
  • Enters claims information into database systems.
  • 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.
  • 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.
  • Pays small claims.

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:

  • Call Center Representative -- Answers incoming calls from customers to take orders, answers inquiries and questions, handles complaints, troubleshoots problems and provides information.
  • Claim Processing Specialist --
  • Claim Service Representative --
  • Claim Technician --
  • Claims Clerk --
  • Claims Customer Service Representative (Claims CSR) --
  • Claims Processor --
  • Claims Representative --
  • Claims Service Representative --
  • Claims Technician --