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Insurance Processing Clerk  What They Do

Just the Facts


Insurance Claims and Policy Processing Clerks Career Video



Processes 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.

This career is part of the Business, Management and Administration cluster Business Finance and Accounting pathway.


A person in this career:

  • Interviews clients and takes their calls to provide customer service and obtain information on claims.
  • Processes, prepares, and submits business or government forms, such as submitting applications for coverage to insurance carriers.
  • Processes and records new insurance policies and claims.
  • Corresponds with insured or agent to obtain information or inform them of account status or changes.
  • Organizes and works with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Reviews and verifies data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
  • Collects initial premiums and issues receipts.
  • Modifies, updates, and processes existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
  • Transcribes data to worksheets and enters data into computer for use in preparing documents and adjusting accounts.
  • Notifies insurance agent and accounting department of policy cancellation.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves making repetitive motions more than one-third of the time
  • Work in this occupation involves sitting more than one-third of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Regular working hours and limited travel

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Insurance Analyst -- Reviews individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.
  • Account Administrator --