O*NET Career Intelligence

Insurance Policy Processing Clerks

SOC 43-9041.02

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.

Zone 2 Office and Administrative Support

Skills

Knowledge

Job Zone

Green

Top Skills 8

Active Listening

3.6

Speaking

3.4

Reading Comprehension

3.2

Writing

3.1

Critical Thinking

3.1

Judgment and Decision Making

3.0

Time Management

3.0

Mathematics

2.8

Knowledge Areas 8

Customer and Personal Service

4.5

Clerical

3.9

English Language

3.4

Computers and Electronics

2.9

Mathematics

2.7

Administration and Management

2.5

Sales and Marketing

2.4

Production and Processing

2.2

Key Tasks

1Process and record new insurance policies and claims.

2Correspond with insured or agent to obtain information or inform them of account status or changes.

3Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.

4Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.

5Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.

Also Known As

Account Administrator Agency Service Representative Associate Financial Representative Cancellation Clerk Client Process Specialist Customer Service Technician Document Processor Document Reviewer Enrollment Representative Field Secretary