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Insurance Claims and Policy Processing Clerks

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.

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    Work Activities

    Work Activities

    • Prepare insurance claim forms or related documents and review them for completeness.
    • Pay small claims.
    • Calculate amount of claim.
    • Post or attach information to claim file.
    • Transmit claims for payment or further investigation.
    • Contact insured or other involved persons to obtain missing information.
    • Review insurance policy to determine coverage.
    • Process and record new insurance policies and claims.
    • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
    • Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
    • Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
    • 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.
    • Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
    • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
    • Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
    • Collect initial premiums and issue receipts.
    • Check computations of interest accrued, premiums due, and settlement surrender on loan values.
    • Interview clients and take their calls to provide customer service and obtain information on claims.
    • Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
    • Compose business correspondence for supervisors, managers, and professionals.
    • Notify insurance agent and accounting department of policy cancellation.
    • Apply insurance rating systems.

    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.

    WorkKeys®

    Applied Math
    3
    Workplace Documents
    4
    Graphic Literacy
    4

    Abilities

    • Written Comprehension

      The ability to read and understand information and ideas presented in writing.

    • Oral Comprehension

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

    • Oral Expression

      The ability to communicate information and ideas in speaking so others will understand.

    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.

    Career Video

    Additional videos and more information available on CareerOneStop

    Pay

    • Ohio Annual Salary 40110/yr
    • Typical Salary
    • Ohio Hourly Wage 19.29/hr
    • Typical Hourly Wage

    Ohio Employment Trends

    • Currently Employed 14,620
    • Yearly Projected Openings 1,490

    Typical Education

    Personality

    Conventional: 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
    • Self Control
    • Independence

    Tools

    • Personal computers
    • Dictation machines
    • Desktop computers
    • Desktop calculator

    Technology

    • Medical software
    • Internet browser software
    • Electronic mail software
    • Data base user interface and query software
    • Accounting software

    Tags

    • InDemand occupations are considered a priority by the state of Ohio.
    • Apprenticeships are available for this occupation. These programs can help you get hands-on experience and build your skills.

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    Workforce Supply Tool

    The Workforce Supply Tool provides statistics for the occupations in highest demand throughout Ohio.

    You can view statewide statistics as well as more region specific information.

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