Insurance Policy Processing Clerks Go Back to List 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.

Tasks
	Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
	Process and record new insurance policies and claims.
	Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
	Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
	Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
	Correspond with insured or agent to obtain information or inform them of account status or changes.
	Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
	Notify insurance agent and accounting department of policy cancellation.
	Interview clients and take their calls to provide customer service and obtain information on claims.
	Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.

Skills
	Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
	Speaking - Talking to others to convey information effectively.
	Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
	Writing - Communicating effectively in writing as appropriate for the needs of the audience.
	Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
	Time Management - Managing one's own time and the time of others.
	Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
	Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
	Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
	Coordination - Adjusting actions in relation to others' actions.

Knowledge
	Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
	English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
	Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
	Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
	Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
	Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
	Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
	Telecommunications - Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
	Communications and Media - Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
	Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

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Education & Training   Education:   These occupations usually require a high school diploma.   Related Experience:   Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.

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Wage Information
	Region Average Entry Level  Mid-Range  Annual  Hourly  Statewide $55,335.00 $26.60  $20.00  $22.97 - $30.62  Bridgeport/Stamford $50,635.00 $24.35  $16.83  $19.86 - $28.91  Danbury $47,165.00 $22.67  $17.55  $19.89 - $24.91  Hartford $56,668.00 $27.25  $20.74  $23.50 - $30.77  New Haven $56,182.00 $27.01  $21.40  $23.54 - $31.03  New London/Norwich $47,981.00 $23.07  $16.90  $19.25 - $26.21  Waterbury $49,912.00 $24.00  $19.65  $20.76 - $25.28

Occupation Outlook ( 2016 - 2026 ) Average Annual Job Openings:   298   Employment in this occupation is expected to grow more slowly than average, but the number of annual openings will offer very good job opportunities.

Related Occupations
	Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
	Insurance Claims Clerks
	Office Clerks, General
	New Accounts Clerks
	Receptionists and Information Clerks
	Cargo and Freight Agents
	Bill and Account Collectors
	Tellers
	Brokerage Clerks
	Customer Service Representatives

	Some of the occupational information on this page is formulated from O*NETTM v17.0 data. O*NETTM is a trademark of the U.S. Department of Labor, Employment and Training Administration.