43-9041.00 · Task explorer
Insurance Claims and Policy Processing Clerks: reported tasks and exploration worksheet
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.
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Read the task inventory
This source lists 25 tasks, including 15 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.
25 tasks shown
Core · Task 23313 · 08/2022 · Incumbent
Prepare insurance claim forms or related documents, and review them for completeness.
Core · Task 23314 · 08/2022 · Incumbent
Calculate amount of claim.
Core · Task 23315 · 08/2022 · Incumbent
Post or attach information to claim file.
Core · Task 23316 · 08/2022 · Incumbent
Transmit claims for payment or further investigation.
Core · Task 23317 · 08/2022 · Incumbent
Contact insured or other involved persons to obtain missing information.
Core · Task 23318 · 08/2022 · Incumbent
Review insurance policy to determine coverage.
Core · Task 23319 · 08/2022 · Incumbent
Process and record new insurance policies and claims.
Core · Task 23320 · 08/2022 · Incumbent
Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
Core · Task 23321 · 08/2022 · Incumbent
Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
Core · Task 23322 · 08/2022 · Incumbent
Correspond with insured or agent to obtain information or to inform them of account status or changes.
Core · Task 23323 · 08/2022 · Incumbent
Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
Core · Task 23324 · 08/2022 · Incumbent
Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
Core · Task 23325 · 08/2022 · Incumbent
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Core · Task 23326 · 08/2022 · Incumbent
Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
Core · Task 23327 · 08/2022 · Incumbent
Notify insurance agent and accounting department of policy cancellation.
Supplemental · Task 23328 · 08/2022 · Incumbent
Pay small claims.
Supplemental · Task 23329 · 08/2022 · Incumbent
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Supplemental · Task 23330 · 08/2022 · Incumbent
Collect initial premiums and issue receipts.
Supplemental · Task 23332 · 08/2022 · Incumbent
Interview clients and take their calls to provide customer service and obtain information on claims.
Supplemental · Task 23333 · 08/2022 · Incumbent
Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
Supplemental · Task 23334 · 08/2022 · Incumbent
Compose business correspondence for supervisors, managers, and professionals.
Unspecified · Task 23336 · 11/2020 · Analyst
Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
Unspecified · Task 23337 · 11/2020 · Analyst
Enter insurance- and claims-related information into database systems.
Unspecified · Task 23338 · 11/2020 · Analyst
Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Unspecified · Task 23339 · 11/2020 · Analyst
Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
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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.