Insurance Claims and Policy Processing Clerk Career

Job Description: 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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Insurance Claims and Policy Processing Clerk Career

What skills are required for Insurance Claims and Policy Processing Clerks?

Importance Skills
  Reading Comprehension - Understanding written sentences and paragraphs in work-related documents.
  Time Management - Managing one's own time and the time of others.
  Speaking - Talking to others to convey information effectively.
  Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  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.
  Writing - Communicating effectively in writing as appropriate for the needs of the audience.
  Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
  Coordination - Adjusting actions in relation to others' actions.
  Service Orientation - Actively looking for ways to help people.
  Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
  Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  Negotiation - Bringing others together and trying to reconcile differences.
  Persuasion - Persuading others to change their minds or behavior.
  Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
  Learning Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
  Systems Analysis - Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
  Systems Evaluation - Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
  Instructing - Teaching others how to do something.

What knowledge is needed to be an Insurance Claims and Policy Processing Clerk?

Importance 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.
  Administrative - Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
  English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
  Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  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.

Work Styles

Importance Styles
  Attention to Detail - Job requires being careful about detail and thorough in completing work tasks.
  Integrity - Job requires being honest and ethical.
  Dependability - Job requires being reliable, responsible, and dependable, and fulfilling obligations.
  Cooperation - Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
  Self-Control - Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
  Concern for Others - Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
  Independence - Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
  Stress Tolerance - Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
  Initiative - Job requires a willingness to take on responsibilities and challenges.
  Achievement/Effort - Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
  Adaptability/Flexibility - Job requires being open to change (positive or negative) and to considerable variety in the workplace.
  Persistence - Job requires persistence in the face of obstacles.
  Social Orientation - Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
  Analytical Thinking - Job requires analyzing information and using logic to address work-related issues and problems.
  Leadership - Job requires a willingness to lead, take charge, and offer opinions and direction.
  Innovation - Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.