Insurance Claims and Policy Processing Clerks

Also Called:

Claims Representative (Claims Rep),

Claims Processor,

Claims Technician (Claims Tech),

Underwriting Assistant

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.

What do they typically do on the job?

  • Prepare insurance claim forms or related documents, and review them for completeness.
  • Calculate amount of claim.
  • Post or attach information to claim file.

Personality

People interested in this work like activities that include data, detail, and regular routines.

Interests

Career interests describe the perspectives and interests of people who enjoy the type of work involved in this career.

Discover what your interests are by taking the Interest Profiler Quiz

Knowledge

People who want to pursue this career have knowledge in these areas.

Business
  • Customer service

  • Administrative services

Arts and Humanities
  • English language

Engineering and Technology
  • Computers and electronics

Abilities

Whether you have received formal training or not, these types of abilities are helpful in this career.

Verbal
  • Listen and understand what people say

  • Read and understand what is written

Ideas and Logic
  • Order or arrange things

  • Use rules to solve problems

Skills

People who want to pursue this career have skills in these areas.

Basic Skills
  • Reading work related information

  • Talking to others

Problem Solving
  • Noticing a problem and figuring out the best way to solve it

Work Values

Work values describe how your core beliefs align with those commonly needed for this career.

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Support

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Does this sound like something you'd like to do?

1. Do some research
  • Identify how your interests, values, and strengths match this occupation
  • Talk to someone who works in this field or spend a day job shadowing
  • Use the colleges and training directory to explore programs related to this career
2. Plan your next move
  • Talk to your college and career counselor or school admissions staff
  • Visit Idaho Launch
  • Search for available Insurance Claims and Policy Processing Clerks jobs on Idaho Works

Data for NSI career cards comes from the following: Idaho Department of Labor, US Bureau of Labor Statistics, O*NET, MyNextMove, and Career OneStop