Insurance Claims and Policy Processing Clerks

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.

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Conventional

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Enterprising

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Social

Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

Investigative

Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Artistic

Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Realistic

Job Zone Two: Some Preparation Needed

Prepare insurance claim forms or related documents, and review them for completeness.

Post or attach information to claim file.

Transmit claims for payment or further investigation.

Contact insured or other involved persons to obtain missing information.

Review insurance policy to determine coverage.

Process and record new insurance policies and claims.

Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.

Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.

Correspond with insured or agent to obtain information or to inform them of account status or changes.

Alpha Software Alpha Five

Database software

Microsoft Access

Policy issuance system software

GroupMe

Healthcare common procedure coding system HCPCS

Medical condition coding software

Medical procedure coding software

IBM Lotus Notes

MicroFocus GroupWise

Microsoft Outlook

Account management software

Billing software

Microsoft Internet Explorer

Web browser software

Microsoft Excel

InSystems Calligo Enterprise

Microsoft Office software

Microsoft Word

10-key calculators

Insurance Claims & Policy Processing Clerks

Claim Professional Heavy/ Specialty Equipment  

You will never be anymore than you are right now. 

John Tidwell

Claim Professional Heavy / Specialty Equipment

Education

Career

Career Roadmap

My work combines:

My work combines:

Philosophy & Religion

Education

Helping People

Recommended Education

Hurdles

The Noise I Shed

From Friends:

John Tidwell

Claim Professional Heavy / Specialty Equipment

Education

Career

Career Roadmap

My work combines:

My work combines:

Philosophy & Religion

Education

Helping People

Recommended Education

My career is not related to what I studied. I'd recommend this path instead:

Hurdles

The Noise I Shed

From Friends:

Related Leaders