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13-1031.00 · Task explorer

Claims Adjusters, Examiners, and Investigators: reported tasks and exploration worksheet

Review settled claims to determine that payments and settlements are made in accordance with company practices and procedures. Confer with legal counsel on claims requiring litigation. May also settle insurance claims.

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Read the task inventory

This source lists 29 tasks, including 21 marked Core and 6 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.

Task source dates: 08/2022, 11/2020.

29 tasks shown

Core · Task 21417 · 08/2022 · Incumbent

Examine claims forms and other records to determine insurance coverage.

Core · Task 21418 · 08/2022 · Incumbent

Analyze information gathered by investigation and report findings and recommendations.

Core · Task 21426 · 08/2022 · Incumbent

Pay and process claims within designated authority level.

Core · Task 21423 · 08/2022 · Incumbent

Investigate, evaluate, and settle claims, applying technical knowledge and human relations skills to effect fair and prompt disposal of cases and to contribute to a reduced loss ratio.

Core · Task 21428 · 08/2022 · Incumbent

Verify and analyze data used in settling claims to ensure that claims are valid and that settlements are made according to company practices and procedures.

Core · Task 21419 · 08/2022 · Incumbent

Review police reports, medical treatment records, medical bills, or physical property damage to determine the extent of liability.

Core · Task 21420 · 08/2022 · Incumbent

Investigate and assess damage to property and create or review property damage estimates.

Core · Task 21421 · 08/2022 · Incumbent

Interview or correspond with agents and claimants to correct errors or omissions and to investigate questionable claims.

Core · Task 21422 · 08/2022 · Incumbent

Interview or correspond with claimants, witnesses, police, physicians, or other relevant parties to determine claim settlement, denial, or review.

Core · Task 21429 · 08/2022 · Incumbent

Enter claim payments, reserves and new claims on computer system, inputting concise yet sufficient file documentation.

Core · Task 21425 · 08/2022 · Incumbent

Resolve complex, severe exposure claims, using high service oriented file handling.

Core · Task 21424 · 08/2022 · Incumbent

Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.

Core · Task 21432 · 08/2022 · Incumbent

Confer with legal counsel on claims requiring litigation.

Core · Task 21427 · 08/2022 · Incumbent

Examine claims investigated by insurance adjusters, further investigating questionable claims to determine whether to authorize payments.

Core · Task 21434 · 08/2022 · Incumbent

Maintain claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.

Core · Task 21430 · 08/2022 · Incumbent

Refer questionable claims to investigator or claims adjuster for investigation or settlement.

Core · Task 21431 · 08/2022 · Incumbent

Collect evidence to support contested claims in court.

Core · Task 21433 · 08/2022 · Incumbent

Contact or interview claimants, doctors, medical specialists, or employers to get additional information.

Core · Task 21435 · 08/2022 · Incumbent

Present cases and participate in their discussion at claim committee meetings.

Core · Task 21439 · 08/2022 · Incumbent

Report overpayments, underpayments, and other irregularities.

Core · Task 21443 · 08/2022 · Incumbent

Attend mediations or trials.

Supplemental · Task 21436 · 08/2022 · Incumbent

Supervise claims adjusters to ensure that adjusters have followed proper methods.

Supplemental · Task 21437 · 08/2022 · Incumbent

Conduct detailed bill reviews to implement sound litigation management and expense control.

Supplemental · Task 21440 · 08/2022 · Incumbent

Communicate with reinsurance brokers to obtain information necessary for processing claims.

Supplemental · Task 21441 · 08/2022 · Incumbent

Prepare reports to be submitted to company's data processing department.

Supplemental · Task 21438 · 08/2022 · Incumbent

Examine titles to property to determine validity and act as company agent in transactions with property owners.

Supplemental · Task 21442 · 08/2022 · Incumbent

Obtain credit information from banks and other credit services.

Unspecified · Task 21444 · 11/2020 · Analyst

Communicate with former associates to verify employment record or to obtain background information regarding persons or businesses applying for credit.

Unspecified · Task 21445 · 11/2020 · Analyst

Negotiate claim settlements or recommend litigation when settlement cannot be negotiated.

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The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.

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Source and practice material

Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.

Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.