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TASK

Insurance Claims and Policy Processing Clerks

ID

work_office_admin/insurance_claims_and_policy_processing_clerks

Type

TASK

Children

25

Child Nodes (25)

ATOMIC

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

ATOMIC

Calculate amount of claim.

ATOMIC

Post or attach information to claim file.

ATOMIC

Transmit claims for payment or further investigation.

ATOMIC

Contact insured or other involved persons to obtain missing information.

ATOMIC

Review insurance policy to determine coverage.

ATOMIC

Process and record new insurance policies and claims.

ATOMIC

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

ATOMIC

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

ATOMIC

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

ATOMIC

Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.

ATOMIC

Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.

ATOMIC

Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.

ATOMIC

Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.

ATOMIC

Notify insurance agent and accounting department of policy cancellation.

ATOMIC

Pay small claims.

ATOMIC

Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.

ATOMIC

Collect initial premiums and issue receipts.

ATOMIC

Interview clients and take their calls to provide customer service and obtain information on claims.

ATOMIC

Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.

ATOMIC

Compose business correspondence for supervisors, managers, and professionals.

ATOMIC

Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.

ATOMIC

Enter insurance- and claims-related information into database systems.

ATOMIC

Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.

ATOMIC

Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.