How do they match: Insurance Claims and Policy Processing Clerks

  • Agency Service Rep
  • Agency Service Representative

  • Compose business correspondence for supervisors, managers, and professionals.
  • Correspond with insured or agent to obtain information or to inform them of account status or changes.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Notify insurance agent and accounting department of policy cancellation.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
  • Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.

  • Prepare business correspondence.