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Insurance Policy Processing Clerks

Also called: Account Manager, Administrative Underwriter, Account Administrator, Agency Service Representative

What they do:
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.
On the job, you would:
  • Interview clients and take their calls to provide customer service and obtain information on claims.
  • 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.

Knowledge

Business
  • customer service
  • administrative services
Arts and Humanities
  • English language
Engineering and Technology
  • computers and electronics
Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics

Skills

Basic Skills
  • listening to others, not interrupting, and asking good questions
  • talking to others
Problem Solving
  • noticing a problem and figuring out the best way to solve it

Abilities

Verbal
  • communicate by speaking
  • listen and understand what people say
Math
  • add, subtract, multiply, or divide

Personality

People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
  • Integrity
  • Attention to Detail
  • Persistence
  • Cooperation
  • Self Control
  • Dependability

Technology

You might use software like this on the job:

Data base user interface and query software
  • Data entry software
  • Database software
Electronic mail software
  • IBM Lotus Notes
  • Microsoft Outlook
Spreadsheet software
  • Microsoft Excel

Education

Education: (rated 2 of 5)
high school diploma/GED or
some college
usually needed

Get started on your career:

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Job Outlook

Average Outlook
New job opportunities are likely in the future.
Salary
$35,700
per year, on average
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See more details at O*NET OnLine about insurance policy processing clerks.