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