How do they match: 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.

  • Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • 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.