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Insurance Policy Processing Clerks

Also called: Account Administrator, Enrollment Representative, Insurance Analyst, Policy Analyst

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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:
  • Process and record new insurance policies and claims.
  • Correspond with insured or agent to obtain information or inform them of account status or changes.
  • Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.

Knowledge

Business
  • customer service
  • administrative services
Arts and Humanities
  • English language

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
  • read and understand what is written
  • communicate by speaking
Ideas and Logic
  • order or arrange things
  • use rules to solve problems

Personality

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

Technology

You might use software like this on the job:

Data base user interface and query software
  • Data entry software Hot Technology
  • Microsoft Access Hot Technology
Medical software
  • Healthcare common procedure coding system HCPCS Hot Technology
  • Medical condition coding software Hot Technology
Electronic mail software
  • IBM Lotus Notes
  • Microsoft Outlook Hot Technology

Education

Education: (rated 2 of 5)
high school diploma/GED or
associate's degree
usually needed

Get started on your career:

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Job Outlook

Bright Outlook
New job opportunities are very likely in the future.
Salary
$38,790
$26,750
$59,340
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See more details at O*NET OnLine about insurance policy processing clerks.