Insurance Policy Processing 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.
Also called: Account Administrator, Enrollment Representative, Insurance Analyst, Policy Analyst

Knowledge:

    Business
  • customer service
  • administrative services
    Arts and Humanities
  • English language

Skills:

    Basic Skills
  • listening to others, not interrupting, and asking good questions
  • talking to others
    Problem Solving
  • noticing a problem and figuring out the best way to solve it

Abilites:

    Verbal
  • read and understand what is written
  • communicate by speaking
    Ideas and Logic
  • order or arrange things
  • use rules to solve problems

Personality:

Description: People interested in this work like activities that include data, detail, and regular routines.
    They do well at jobs that need
  • Attention to Detail
  • Integrity
  • Dependability
  • Cooperation
  • Initiative
  • Self Control

Technology:

    Data base user interface and query software
  • Data entry software
  • Microsoft Access
    Medical software
  • Healthcare common procedure coding system HCPCS
  • Medical condition coding software
    Electronic mail software
  • IBM Lotus Notes
  • Microsoft Outlook

Education:

    high school diploma/GED
    associate's degree
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