Org.AI Foundation Partner

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.

Tasks
25 tasks15 core, 6 supplemental, 4 not rated
Family
Office & Administrative SupportOne of its 55 occupations
Code
43-9041.00SOC 2018: 43-9041

Read the 25 tasks Download this record as JSON

What the work is made of

15 core tasks, 6 supplemental and 4 not rated, each quoted as published, with where it came from.

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Core: central to the jobSupplemental: done by some, not allNot rated: O*NET has not rated it core or supplemental

  1. Task 1. Prepare insurance claim forms or related documents, and review them for completeness.Core taskTask 23313Rated by 97 people who do the job, August 2022
  2. Task 2. Calculate amount of claim.Core taskTask 23314Rated by 94 people who do the job, August 2022
  3. Task 3. Post or attach information to claim file.Core taskTask 23315Rated by 96 people who do the job, August 2022
  4. Task 4. Transmit claims for payment or further investigation.Core taskTask 23316Rated by 97 people who do the job, August 2022
  5. Task 5. Contact insured or other involved persons to obtain missing information.Core taskTask 23317Rated by 97 people who do the job, August 2022
  6. Task 6. Review insurance policy to determine coverage.Core taskTask 23318Rated by 97 people who do the job, August 2022
  7. Task 7. Process and record new insurance policies and claims.Core taskTask 23319Rated by 62 people who do the job, August 2022
  8. Task 8. Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.Core taskTask 23320Rated by 96 people who do the job, August 2022
  9. Task 9. Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.Core taskTask 23321Rated by 97 people who do the job, August 2022
  10. Task 10. Correspond with insured or agent to obtain information or to inform them of account status or changes.Core taskTask 23322Rated by 63 people who do the job, August 2022
  11. Task 11. Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.Core taskTask 23323Rated by 63 people who do the job, August 2022
  12. Task 12. Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.Core taskTask 23324Rated by 63 people who do the job, August 2022
  13. Task 13. Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.Core taskTask 23325Rated by 63 people who do the job, August 2022
  14. Task 14. Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.Core taskTask 23326Rated by 63 people who do the job, August 2022
  15. Task 15. Notify insurance agent and accounting department of policy cancellation.Core taskTask 23327Rated by 63 people who do the job, August 2022
  16. Task 16. Pay small claims.Supplemental taskTask 23328Rated by 96 people who do the job, August 2022
  17. Task 17. Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.Supplemental taskTask 23329Rated by 63 people who do the job, August 2022
  18. Task 18. Collect initial premiums and issue receipts.Supplemental taskTask 23330Rated by 61 people who do the job, August 2022
  19. Task 19. Interview clients and take their calls to provide customer service and obtain information on claims.Supplemental taskTask 23332Rated by 62 people who do the job, August 2022
  20. Task 20. Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.Supplemental taskTask 23333Rated by 63 people who do the job, August 2022
  21. Task 21. Compose business correspondence for supervisors, managers, and professionals.Supplemental taskTask 23334Rated by 63 people who do the job, August 2022
  22. Task 22. Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.Not ratedTask 23336Listed by O*NET analysts, November 2020
  23. Task 23. Enter insurance- and claims-related information into database systems.Not ratedTask 23337Listed by O*NET analysts, November 2020
  24. Task 24. Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.Not ratedTask 23338Listed by O*NET analysts, November 2020
  25. Task 25. Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.Not ratedTask 23339Listed by O*NET analysts, November 2020

Where this comes from

Quoted from the U.S. Department of Labor, and credited. Nothing on this page is written by us.

How we copy and credit sources
  1. Published by
    O*NET 29.0, U.S. Department of LaborEmployment and Training Administration
  2. Classification
    Standard Occupational Classification 2018, 43-9041
  3. License
    CC BY 4.0Free to copy and reuse, with credit
  4. Changed by us
    Nothing.

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