Description
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.
- • Prepare insurance claim forms or related documents, and review them for completeness.
- • 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.
- • 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 to 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.
- • Notify insurance agent and accounting department of policy cancellation.
- • Pay small claims.
- • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- • Collect initial premiums and issue receipts.
- • 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.
- • Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- • Enter insurance- and claims-related information into database systems.
- • Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- • Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
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This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
