Insurance Claims and Policy Processing Clerks

Insurance Claims and Policy Processing Clerks are responsible for processing applications for, changes to, reinstatement of, and cancellation of insurance policies. Their job description typically includes tasks such as reviewing insurance claims to ensure they are complete and accurate, preparing forms and documents, entering data into computers, and corresponding with clients to obtain additional information or clarify details. They may also handle policy renewals and cancellations, process payments, and maintain records. Accuracy, attention to detail, and knowledge of insurance policies and procedures are essential in this role.

Education / Training

Insurance Claims and Policy Processing Clerks typically need a high school diploma or equivalent to enter the field. While not always required, some employers may prefer candidates with postsecondary education such as an associate's degree in business or a related field, especially for more complex roles. On-the-job training is common for this position, where new hires learn about insurance policies, claims processing procedures, relevant computer systems, and customer service skills. Strong attention to detail, communication abilities, and proficiency in basic computer applications are essential for success in this role. Training for Insurance Claims and Policy Processing Clerks often involves a combination of on-the-job instruction and formal training programs offered by employers or industry organizations. These training programs cover various aspects of insurance policies, claims handling procedures, legal regulations, customer service best practices, and relevant software applications such as database management tools and billing systems. Additionally, clerks may receive mentoring from experienced colleagues to deepen their understanding of the intricacies of the insurance industry and refine their job-specific skills.