Insurance Claims and Policy Processing Clerks
What they do
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.
Expected pay range
Expected pay range
This represents the median earnings for this career in the selected county or state. In the range shown, 25% of workers earned less than the bottom salary and 25% earned more than the top salary. Data is provided by the Texas Workforce Commission.
About insurance claims and policy processing clerks
Other titles
Claims Adjudicator, Claims Analyst, Claims Clerk, Claims Customer Service Representative (Claims CSR), Claims Processor, Claims Representative (Claims Rep), Claims Technician (Claims Tech), Insurance Analyst, Policy Analyst, Underwriting Assistant
Tasks they perform
- Prepare insurance claim forms or related documents, and review them for completeness.
- Calculate amount of claim.
- Post or attach information to claim file.
Skills they need
- 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.
- 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.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Coordination - Adjusting actions in relation to others' actions.
- Service Orientation - Actively looking for ways to help people.
- Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
- Writing - Communicating effectively in writing as appropriate for the needs of the audience.
- 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.
Licenses and Certifications
How to decide which one is right? That depends on an individual’s career path, specialty, and resources.
Surplus Lines
Texas Department of Insurance~Agent and Adjuster Licensing
- License Type
- Secondary license (another license is a prerequisite)
- Status
- Active
- Exam
- State exam required
- Education
- No educational requirements
- Continuing education
- No continuing education requirement to maintain license
- Criminal record
- Specific type of conviction prohibited
- License Type
- Stand-alone license
- Status
- Active
- Exam
- Third-party exam required
- Education
- Degree required
- Continuing education
- Continuing education required to maintain license
- Criminal record
- Specific type of conviction prohibited
Certifications
Certifications may be available for this career and can help build knowledge and skills in specific job roles. Explore available certifications (external link opens new tab)
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In demand
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In demand
In demand careers have high-growth, high-demand, and emerging jobs critical to Texas. They are based on economic indicators like in demand industries, labor market trends, and economic conditions, provided by the Texas Workforce Commission.
Additional career information and resources
Learn more about insurance claims and policy processing clerks with these helpful sites.
- American Bankers Association (external link opens new tab)
- International Association of Insurance Professionals (external link opens new tab)
- Mortgage Bankers Association (external link opens new tab)
- Occupational Outlook Handbook: Financial clerks (external link opens new tab)
- The National Alliance for Insurance Education and Research (external link opens new tab)