866-866-CFNC(2362) home
Sign in Create My CFNC Account
En español cuando disponible

About CFNC | Contact Us | Resources/Videos | Need Help? | Advanced Search  
Go
    • Your Profile
    • High School Planning
    • College Planning
    • Career Planning
    • Financial Portfolio
    • For High School
    • For College
    • For A Career
    • To College
    • For Financial Aid
    • Residency Determination
    • Grants and Scholarships
    • Part Time Work
    • Loans
    • Savings Plan
    • Installment Payment Plans
    • Repayment
    • Financial Literacy
    • Program Description
    • Program Features
    • Enroll
    • My NC 529 Accounts
    • Resources
    • Employer Page
    • Forms
    • Introducción
    • Servicios de CFNC
    • ¿Cómo prepararse para la universidad?
    • ¿Cómo pagar por sus estudios?
    • Información para padres y estudiantes
    • Estudiante adulto
    • Información para educadores
    • Recursos de transferencia directa
    • Contáctenos
Print This
|
E-mail This
|
PDF This

Insurance Processing Clerk  What They Do

  • What They Do
  • Is This For You?
  • Skills You Need
  • What To Learn
  • Money And Outlook
  • Connections
  • Add to Portfolio
  • Compare to another Career
  • Start a Career Plan

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 Finance cluster Insurance 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.

Related Careers

  • Cargo/Freight Agent
  • Correspondence Clerk
  • Court Clerk
  • Eligibility Interviewer
  • File Clerk
  • General Office Clerk
  • Hotel/Motel Clerk
  • Human Resources Assistant
  • Insurance Claims Clerk
  • Interviewing Clerk
show all

Multimedia

Watch a one-minute video showing what it's like to work in this career or related careers


Insurance Claims and Policy Processing Clerks

watch video

Note: This movie requires QuickTime.


QuickTime Free Download
http://www.apple.com/quicktime/download/

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 --

Copyright © 2001- College Foundation, Inc. All rights reserved.
Site Map   |   Privacy Policy & Terms of Use   |   Accessibility & Technical Support