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Insurance Policy Processing Clerks - 43-9041.02

O*NET-SOC Description

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.

Sample of Reported Job Titles

  • Account Administrator
  • Agency Service Representative
  • Client Process Specialist
  • Enrollment Representative
  • Insurance Analyst
  • Policy Analyst
  • Policy Service Coordinator
  • Policy Services Representative
  • Premium Representative
  • Processing Clerk

SOC Occupation Groups

Related Occupations


  • Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
  • Check computations of interest accrued, premiums due, and settlement surrender on loan values.
  • Collect initial premiums and issue receipts.
  • Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
  • Compose business correspondence for supervisors, managers, and professionals.
  • Correspond with insured or agent to obtain information or inform them of account status or changes.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Interview clients and take their calls to provide customer service and obtain information on claims.
  • Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
  • Notify insurance agent and accounting department of policy cancellation.
  • Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
  • Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Process and record new insurance policies and claims.
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
  • Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
  • Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.

Detailed Work Activities

  • Answer telephones to direct calls or provide information.
  • Calculate costs of goods or services.
  • Calculate financial data.
  • Collect deposits, payments or fees.
  • Enter information into databases or software programs.
  • Interview employees, customers, or others to collect information.
  • Maintain financial or account records.
  • Maintain operational records.
  • Obtain personal or financial information about customers or applicants.
  • Prepare business correspondence.
  • Prepare documentation for contracts, transactions, or regulatory compliance.
  • Provide information to coworkers.
  • Provide notifications to customers or patrons.
  • Review customer insurance information.
  • Verify accuracy of financial or transactional data.

Military Crosswalk Titles

No information available.

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Cancellation Clerk
  • Insurance Checker
  • Policy-Change Clerk
  • Reviewer
  • Revival Clerk
  • Special-Certificate Dictator