43-9041.00Market Standard — pending BLS/OEWS enrichment

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.

Primary Directive

Efficiently process and manage insurance claims and policies.

Execution Steps

1
Prepare claim forms
Prepare insurance claim forms or related documents, and review them for completeness.
2
Calculate claim amounts
Calculate the amount of claim based on the provided information.
3
Transmit claims
Transmit claims for payment or further investigation to the relevant parties.
4
Contact clients for information
Contact insured or other involved persons to obtain any missing information.
5
Maintain records
Organize and work with detailed office records, entering data into computer systems.

Toolbox Requirements

Microsoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft WindowsMicrosoft Word

Free — no credit card required. 200 messages included.