# 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. - Code: 43-9041.00 (O*NET-SOC; SOC 2018 43-9041) - Family: [Office & Administrative Support](https://foundation.org.ai/occupations#family-43), one of its 55 occupations - Tasks: 25 tasks (15 core, 6 supplemental and 4 not rated) - Page: https://foundation.org.ai/occupations/43-9041.00 - JSON: https://foundation.org.ai/data/tasks/43-9041.00.json ## What the work is made of 1. Prepare insurance claim forms or related documents, and review them for completeness. Core task · Task 23313 · Rated by 97 people who do the job, August 2022 2. Calculate amount of claim. Core task · Task 23314 · Rated by 94 people who do the job, August 2022 3. Post or attach information to claim file. Core task · Task 23315 · Rated by 96 people who do the job, August 2022 4. Transmit claims for payment or further investigation. Core task · Task 23316 · Rated by 97 people who do the job, August 2022 5. Contact insured or other involved persons to obtain missing information. Core task · Task 23317 · Rated by 97 people who do the job, August 2022 6. Review insurance policy to determine coverage. Core task · Task 23318 · Rated by 97 people who do the job, August 2022 7. Process and record new insurance policies and claims. Core task · Task 23319 · Rated by 62 people who do the job, August 2022 8. Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data. Core task · Task 23320 · Rated by 96 people who do the job, August 2022 9. Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors. Core task · Task 23321 · Rated by 97 people who do the job, August 2022 10. Correspond with insured or agent to obtain information or to inform them of account status or changes. Core task · Task 23322 · Rated by 63 people who do the job, August 2022 11. Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies. Core task · Task 23323 · Rated by 63 people who do the job, August 2022 12. Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met. Core task · Task 23324 · Rated by 63 people who do the job, August 2022 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 task · Task 23325 · Rated by 63 people who do the job, August 2022 14. Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts. Core task · Task 23326 · Rated by 63 people who do the job, August 2022 15. Notify insurance agent and accounting department of policy cancellation. Core task · Task 23327 · Rated by 63 people who do the job, August 2022 16. Pay small claims. Supplemental task · Task 23328 · Rated by 96 people who do the job, August 2022 17. Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers. Supplemental task · Task 23329 · Rated by 63 people who do the job, August 2022 18. Collect initial premiums and issue receipts. Supplemental task · Task 23330 · Rated by 61 people who do the job, August 2022 19. Interview clients and take their calls to provide customer service and obtain information on claims. Supplemental task · Task 23332 · Rated by 62 people who do the job, August 2022 20. Obtain computer printout of policy cancellations, or retrieve cancellation cards from file. Supplemental task · Task 23333 · Rated by 63 people who do the job, August 2022 21. Compose business correspondence for supervisors, managers, and professionals. Supplemental task · Task 23334 · Rated by 63 people who do the job, August 2022 22. Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards. Not rated · Task 23336 · Listed by O*NET analysts, November 2020 23. Enter insurance- and claims-related information into database systems. Not rated · Task 23337 · Listed by O*NET analysts, November 2020 24. Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance. Not rated · Task 23338 · Listed by O*NET analysts, November 2020 25. 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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