Career Overview
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.
Also Known As
- Claims Processor
- Claims Representative (Claims Rep)
- Claims Technician (Claims Tech)
- Underwriting Assistant
Alternate Job Titles
- Agency Service Representative (Agency Service Rep)
- Auto Claims Rep (Automotive Claims Representative)
- Auto Liability Claims Rep (Automotive Liability Claims Representative)
- Billing and Insurance Coordinator
- Bodily Injury Claims Representative (Bodily Injury Claims Rep)
- Cancellation Clerk
- Claim Representative (Claims Rep)
- Claims Adjudicator
- Claims Analyst
- Claims Assistant
- Claims Associate
- Claims Clerk
- Claims Coordinator
- Claims Customer Service Representative (Claims CSR)
- Claims Processing Specialist (CPS)
What You'll Do
In this role, your typical responsibilities include:
- Prepare insurance claim forms or related documents, and review them for completeness.
- Calculate amount of claim.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Process and record new insurance policies and claims.
Knowledge You'll Use
You'll need solid knowledge in these areas:
- Customer and Personal Service
- Administrative
- English Language
Key Abilities
This career requires key abilities in:
- Oral Comprehension
- Written Comprehension
- Speech Recognition
- Near Vision
- Speech Clarity
- Oral Expression
- Deductive Reasoning
- Information Ordering
- Written Expression
- Problem Sensitivity
Work Style
People who excel in this career typically demonstrate:
- Attention to Detail
- Dependability
- Integrity
- Cautiousness
- Cooperation
What Matters in This Career
This career tends to satisfy these work values:
- Relationships
- Support
- Independence
- Achievement
- Working Conditions
Education & Preparation
Typical Education: High School Diploma - or the equivalent (for example, GED)
Related Work Experience Needed: Over 1 year, up to and including 2 years
On-the-Job Training: Over 1 month, up to and including 3 months
Education Details: Usually requires a high school diploma or GED, though some occupations may not.
Experience Required: Some occupations may need little or no previous experience; others require several months to a year of experience. For example, landscaping and groundskeeping workers might require very little training or previous experience, while agricultural equipment operators can benefit from on-the job training.
Technology You'll Use
Popular Technologies & Software
- Microsoft Access
- Microsoft Excel
- Microsoft Office software
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Windows
- Microsoft Word
Tools & Equipment
- 10-key calculators
- Desktop computers
- Dictation machines
- Personal computers
Work Environment
- Spend Time Sitting
- Telephone Conversations
- Importance of Being Exact or Accurate
- Importance of Repeating Same Tasks
Salary & Job Market
| Salary Percentile | Annual Wage |
|---|---|
| Entry-Level (10th percentile) | $36,900 |
| Median | $48,450 |
| Top Earners (90th percentile) | $73,100 |
Workers Employed Nationally: 229,070
Related Careers
If you're interested in this career, you might also consider:
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Occupational data sourced from the O*NET OnLine database, developed by the U.S. Department of Labor, Employment and Training Administration. Wage data from the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), 2024.