Insurance Claims Clerks

Want help with your hiring? It's easy. Enter your information below, and we'll quickly reach out to discuss your hiring needs.

This occupation has now been updated to Insurance Claims and Policy Processing Clerks

Recruiter.com helps professionals in insurance claims clerk careers find better opportunities across all specialties and locations. Sign up in our career community today!

Also known as:
Insurance Claims Clerk, Insurance Clerk, Insurance Examining Clerk, Insurance Policy Issue Clerk, Underwriting Assistant, Underwriting Clerk

See all Finance Careers.

SNAPSHOT

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

Leadership	HIGH
Critical decision making	HIGH
Level of responsibilities	LOW
Job challenge and pressure to meet deadlines	HIGH
Dealing and handling conflict	LOW

Competition for this position	MED
Communication with others	HIGH
Work closely with team members, clients etc.	HIGH
Comfort of the work setting	HIGH
Exposure to extreme environmental conditions	LOW
Exposure to job hazards	LOW
Physical demands	LOW

Daily tasks

Review insurance policy to determine coverage.

Pay small claims.

Transmit claims for payment or further investigation.

Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.

Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.

Contact insured or other involved persons to obtain missing information.

Post or attach information to claim file.

Prepare insurance claim forms or related documents and review them for completeness.

MAIN ACTIVITIES

Getting Information	Observing, receiving, and otherwise obtaining information from all relevant sources.
Processing Information	Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Evaluating Information to Determine Compliance with Standards	Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Interacting With Computers	Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Establishing and Maintaining Interpersonal Relationships	Developing constructive and cooperative working relationships with others, and maintaining them over time.

Communicating with Supervisors, Peers, or Subordinates	Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Organizing, Planning, and Prioritizing Work	Developing specific goals and plans to prioritize, organize, and accomplish your work.

Documenting/Recording Information	Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.

AREAS OF KNOWLEDGE

Customer and Personal Service	Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Clerical	Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
English Language	Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Mathematics	Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Computers and Electronics	Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Education and Training	Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

Administration and Management	Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Economics and Accounting	Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

KEY ABILITIES

Written Comprehension	The ability to read and understand information and ideas presented in writing.
Oral Expression	The ability to communicate information and ideas in speaking so others will understand.
Speech Recognition	The ability to identify and understand the speech of another person.

Oral Comprehension	The ability to listen to and understand information and ideas presented through spoken words and sentences.

Speech Clarity	The ability to speak clearly so others can understand you.

Written Expression	The ability to communicate information and ideas in writing so others will understand.

Near Vision	The ability to see details at close range (within a few feet of the observer).

Information Ordering	The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).

TOP SKILLS

Active Listening	Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Reading Comprehension	Understanding written sentences and paragraphs in work related documents.
Speaking	Talking to others to convey information effectively.

Social Perceptiveness	Being aware of others' reactions and understanding why they react as they do.

Critical Thinking	Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Writing	Communicating effectively in writing as appropriate for the needs of the audience.

Service Orientation	Actively looking for ways to help people.

Time Management	Managing one's own time and the time of others.