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Insurance Policy Processing Clerks

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Insurance Policy Processing Clerks

Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by agents, and verifying the accuracy of insurance company records.

Key Competencies
* Attention to Detail
* Integrity
* Dependability
* Cooperation
* Initiative
* Self Control
* Achievement/Effort
* Independence
* Stress Tolerance
* Concern for Others

Representative Tasks
* Correspond with insured or agent to obtain information or inform them of account status or changes.
* Process and record new insurance policies and claims.
* Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.


Job Family
Office and Administrative Support

Sample Job Titles
Account Administrator, Agency Service Representative, Associate Financial Representative, Cancellation Clerk, Client Process Specialist, Customer Service Technician, Document Processor, Document Reviewer, Enrollment Representative, Field Secretary, Insurance Analyst, Insurance Biller, Insurance Checker, Insurance Processing Clerk, Insurance Processor, Insurance Specialist, Insurance Verification Specialist, Medical Insurance Specialist, Personal Lines Account Manager, Policy Analyst, Policy Change Clerk, Policy Checker, Policy Issue Clerk, Policy Service Coordinator, Policy Services Representative, Policy Title Typist, Premium Representative, Processing Clerk, Reinsurance Clerk, Reviewer, Revival Clerk, Special Certificate Dictator, Underwriting Assistant.