Description
Process and manage insurance documents—including new policies, policy changes, and claims—by verifying accuracy and completeness, updating databases, and routing items for approval or payment. Gather information from policyholders and internal sources, maintain organized records, and ensure timely filing, retrieval, and compliance with company standards.
- • Prepare and review insurance documents (claims, applications, endorsements) for completeness.
- • Calculate basic claim amounts or document required calculations.
- • Attach and index supporting documents to electronic files.
- • Route files for approval, payment, or further review.
- • Request missing information from policyholders, agents, or third parties.
- • Reference policy documents to confirm coverage details.
- • Process and record new policies, claims, and policy changes.
- • Enter, search, and retrieve data in document and policy management systems.
- • Provide basic guidance on document submission and next steps.
- • Draft and send correspondence regarding document status, requirements, or updates.
- • Verify identities, addresses, coverage amounts, and other key data against source documents.
- • Compare submissions to reinstatement or underwriting criteria and route for approval when criteria are met.
- • Review requests and source documents to determine required updates and their impacts.
- • Transcribe and enter data into templates and systems to produce accurate documents.
- • Notify stakeholders of cancellations, approvals, or other status changes.
- • Prepare and submit requests for small payments or reimbursements.
- • Prepare and submit required forms to carriers, vendors, or regulators.
- • Log receipt of payments and issue acknowledgments.
- • Answer calls or messages to obtain information and provide document status updates.
- • Retrieve, print, and file cancellation or change records as needed.
- • Compose business correspondence and summaries for supervisors and adjusters.
- • Calculate basic premiums, refunds, or adjustments using established standards.
- • Enter and update insurance and claims information in databases.
- • Update records to reflect changes in beneficiaries, coverage, or policy terms.
- • Maintain organized files for each policyholder, including reinstatements and cancellations.
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Last reviewed: Jan 2026
