Description
Process insurance applications, policy changes, and claims documents. Verify accuracy and completeness of customer information across forms and company records, update systems to reflect requested changes, and route files for payment or further review. Provide basic customer support and ensure timely, compliant processing.
- • Prepare claim and policy forms and review for completeness.
- • Calculate basic claim amounts per guidelines.
- • Attach supporting documentation to electronic files.
- • Submit claims for payment or escalate for investigation.
- • Contact policyholders, providers, or agents to obtain missing information.
- • Review policies to confirm coverage and eligibility.
- • Process and record new policies, endorsements, and claims.
- • Enter, access, and retrieve detailed records in company systems.
- • Provide basic customer service and next-step guidance for claims or policy changes.
- • Correspond with customers and agents about status updates or required actions.
- • Verify demographic and policy data on applications and policies.
- • Compare applications to reinstatement criteria and process approvals when criteria are met.
- • Review requests and documents to identify needed policy changes and their impacts.
- • Transcribe and enter data to prepare documents and update accounts.
- • Notify agents and internal teams of cancellations.
- • Disburse approved small claims within authority limits.
- • Prepare and submit required business or regulatory forms.
- • Collect initial premiums and issue receipts.
- • Handle inbound calls and interviews to gather claim or policy information.
- • Generate or retrieve cancellation reports and records.
- • Draft business correspondence and routine notices.
- • Calculate premiums, refunds, commissions, and adjustments per rate standards.
- • Enter insurance and claims information into databases.
- • Update policies and claims to reflect beneficiary, coverage, or product changes.
- • Maintain organized digital and physical files for each policyholder, including reinstatements and cancellations.
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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
