How To Become An Insurance Policy Clerk: Degree and Education Requirements

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what degree do you need to become an Insurance Policy Processing Clerk
majors for Insurance Policy Processing Clerks

Insurance Policy Processing Clerks

Other names for this job might include Account Administrator, Account Manager, Administrative Underwriter, Agency Service Coordinator, Agency Service Representative, Associate Financial Representative, Cancellation Clerk, Claims Assistant, Claims Processor, Commercial Customer Service Representative

  • $39560
  • 66%
    Job satisfaction
  • Easy
    Becoming one
  • Medium
    Job growth
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Be An Insurance Policy Clerk: What You Really Need

In this requirements guide for Insurance Policy Processing Clerks, you will find out what do you need to become an Insurance Policy Processing Clerk and what it takes to become one.

After reading this, you will be able to plan for your future if you want to be an Insurance Policy Processing Clerk.

Degree required

Recommended degree level

High School Diploma

High School Diploma

Some college courses


Associates degree

Bachelors degree

Generally, employers are looking for Insurance Policy Clerks who have a High School Diploma. They also prefer someone who is good in Active Listening and Speaking.

1 common question that we always get is what major or degree do I need to become An Insurance Policy Clerk or what courses do I need to take.

We did a survey to ask other Insurance Policy Clerks what did they major in college or university and here are the most popular majors that came up.

General Office Occupations and Clerical Services

Insurance Policy Processing Clerks typically need a high school diploma or equivalent to enter the occupation. Employers of Insurance Policy Processing Clerks may prefer candidates who have taken some college courses in business or economics, and in some cases require a 2- or 4-year college degree.


schools for Insurance Policy Clerks

Interested in becoming An Insurance Policy Clerk? Find the right schools that can help you to become one. You will need some of your details to get you matched with the right college or university. This service is free thanks to our sponsors.

Questions to ask the university or college:

  1. How many students are in the program?
  2. Is your program accredited?
  3. How many faculty members do you have? Do they hold the right credentials?
  4. What is your job placement rate?
  5. Does your school hold career fairs or other on-campus events with employers? How many employers typically attend?
  6. How many of your students have at least one internship by graduation?

Click to start becoming an Insurance Policy Processing Clerk

How long does it take


You may need some previous work-related skill, knowledge or experience to be An Insurance Policy Clerk.

For example: A bank teller would benefit from experience working directly with the public.

To become An Insurance Policy Clerk, you will need anywhere from a few months to 1 year of working in this field.

How long does it take
2 to 4 1/2 years

Work experience
2 to 4 years

2 to 4 years

1 to 2 years

6 months to 1 year

No experience

3 to 6 months

Job training
3 to 6 months

3 to 6 months

0 to 1 month

6 months to 1 year

1 to 2 years

1 to 3 months

Most Insurance Policy Clerks have 2 to 4 years work experience and 3 to 6 months job training.

To increase your chances of getting a job, you can look for job training while studying to be one.

License and certifications

Do you need any license or certification
Not required

No license or certification required for Insurance Policy Processing Clerks

Skills required

We asked other Insurance Policy Clerks if they could only have 5 skills, what would they be. Here is what they said.

1. Active Listening what does this mean
2.Speaking what does this mean
3.Reading Comprehension what does this mean
4.Writing what does this mean
5.Judgement and Decision Making what does this mean
= Hot in-demand that most employers are looking for

We did some research and found that most successful Insurance Policy Clerks have these 5 common characteristics. Most of them had Integrity and Attention to Detail.

2.Attention to Detail
5.Self Control

Knowledge required

Just like any other job, you will need some know-hows to do the job. To become a successful Insurance Policy Clerks you need to acquire knowledge in these 5 key areas.

1. Customer and Personal Service what does this mean
2.English Language what does this mean
3.Clerical what does this mean
4.Administration and Management what does this mean
5.Computers and Electronics what does this mean

As An Insurance Policy Clerk, you may also be required to know how to use certain Accounting software, Data base user interface and query software and Data base user interface and query software tools.

Account management software (Accounting software)
Data entry software (Data base user interface and query software)
Database software (Data base user interface and query software)
IBM Lotus Notes (Electronic mail software)
Insurance rating software (Financial analysis software)
= Hot in-demand that most employers are looking for

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Career type

Office and Administration
Administrative and Information Support
Insurance Services

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Related to Insurance Policy Processing Clerks Requirements

Insurance Policy Processing Clerks requirements, how to become Insurance Policy Clerks, degree required to be an Insurance Policy Processing Clerk, Insurance Policy Processing Clerks license and certifications, majors to be an Insurance Policy Processing Clerk, is it hard to become an Insurance Policy Processing Clerk and how long does it take

Additional resources is a career and college finder site. We help students to find a career and college that is right for them.
Insurance Policy Processing Clerks
Written by: Stanley Tan
Insurance Policy Clerks 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.
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