What does a Insurance Claims and Policy Processing Clerk do?

Process new insurance policies, modifications to existing policies, and claims forms. Day to day that includes work like prepare insurance claim forms or related documents, and review them for completeness and Calculate amount of claim.

What skills should a Insurance Claims and Policy Processing Clerk put on a resume?

O*NET rates Reading Comprehension, Time Management, Speaking, Active Listening, and Critical Thinking among the most important skills for this occupation. Name the ones that are genuinely yours and show where you used them. A resume that lists skills you do not have is weaker than one that lists fewer.

What software should a Insurance Claims and Policy Processing Clerk list?

Software recorded for this occupation includes Account management software, Alpha Software Alpha Five, Automated information system software, Billing software, and Claim processing system software. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.

What other job titles cover Insurance Claims and Policy Processing Clerk work?

O*NET records 40 titles for this occupation, including Claims Processor, Claims Representative, Claims Rep, and Claims Technician. Searching only your own job title hides most of the openings you could apply to.

What qualifications does a Insurance Claims and Policy Processing Clerk need?

In O*NET's survey of people doing this job, 55% reported their level of education as "High School Diploma, or the equivalent". That is what current postholders reported, not a requirement any single employer sets.

Will this resume pass an ATS for a Insurance Claims and Policy Processing Clerk role?

No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

Insurance Claims and Policy Processing Clerk resume example

A resume for a Insurance Claims and Policy Processing Clerk needs to show the work itself: process new insurance policies, modifications to existing policies, and claims forms. Day to day that means work like this: prepare insurance claim forms or related documents, and review them for completeness; calculate amount of claim. Recruiters and applicant tracking systems both read for the tasks and tools this role actually involves, so the strongest resume names them in your own experience rather than describing the job in the abstract. Below are the tasks O*NET records for this occupation, the software and tools it uses, the titles it is advertised under, and the skills worth naming if they are genuinely yours.

Also advertised as

The same job is posted under many titles. Searching only your own job title hides most of the openings you could apply to.

Claims Processor
Claims Representative
Claims Rep
Claims Technician
Claims Tech
Underwriting Assistant
Claims Adjudicator
Claims Analyst
Claims Clerk
Claims Customer Service Representative
Claims CSR
Insurance Analyst
Policy Analyst
Agency Service Rep
CPS
Claims Service Rep
Insurance CSR
OCR

O*NET records 40 titles for this occupation in total.

What people in this job call themselves

Titles reported by people actually doing this work, which is often not the title on the job posting.

Claims Customer Service Representative (Claims CSR)
Claims Representative (Claims Rep)
Claims Technician (Claims Tech)

What this work actually involves

Tasks recorded for this occupation, in O*NET's words. If your experience covers one of these, it belongs on your resume in your own words.

Prepare insurance claim forms or related documents, and review them for completeness.
Calculate amount of claim.
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.
Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.

25 tasks are recorded in total; these are the most central.

Example bullets for this role

Built from this occupation's own tasks. The brackets stay empty on purpose: we will not invent a number for you, and a fabricated metric is the fastest way to lose an interview you had already won.

Prepare insurance claim forms or related documents, and review them for completeness, for [who or what it served], at [what volume].
Calculate amount of claim, for [who or what it served], at [what volume].
Post or attach information to claim file, for [who or what it served], at [what volume].
Transmit claims for payment or further investigation, for [who or what it served], at [what volume].

Software used in this role

Recorded for this occupation by O*NET. An applicant tracking system matches the exact product name, so write the tool the way the posting writes it.

Account management software
Alpha Software Alpha Five
Automated information system software
Billing software
Claim processing system software
Database software
GroupMe
Healthcare common procedure coding system HCPCS
IBM Check Processing Control System CPSC
IBM Lotus Notes
Insurance rating software
InSystems Calligo Enterprise
Medical condition coding software
Medical procedure coding software

29 software entries are recorded in total.

Tools and equipment

The physical equipment this occupation is recorded as using. Worth naming when a posting asks for it by name.

10-key calculators
Desktop computers
Dictation machines
Personal computers

What this job rates as most important

O*NET rates every skill for importance to this occupation. These are the highest rated, in order.

01Reading Comprehension
02Time Management
03Speaking
04Active Listening
05Critical Thinking
06Coordination
07Service Orientation
08Social Perceptiveness
09Writing
10Complex Problem Solving

Knowledge areas

The subject knowledge this occupation draws on, rated by importance.

Customer and Personal Service
Administrative
English Language
Computers and Electronics

What qualifications people in this job have

From O*NET's survey of people doing this work. This is what postholders reported, not a requirement any single employer sets.

55%High School Diploma, or the equivalent
21%Associate's Degree
9%Some College Courses

What level this role is pitched at

O*NET places this occupation in “Some Preparation Needed”. These occupations usually require a high school diploma.

Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.

Common questions

What does a Insurance Claims and Policy Processing Clerk do?: Process new insurance policies, modifications to existing policies, and claims forms. Day to day that includes work like prepare insurance claim forms or related documents, and review them for completeness and Calculate amount of claim.
What skills should a Insurance Claims and Policy Processing Clerk put on a resume?: O*NET rates Reading Comprehension, Time Management, Speaking, Active Listening, and Critical Thinking among the most important skills for this occupation. Name the ones that are genuinely yours and show where you used them. A resume that lists skills you do not have is weaker than one that lists fewer.
What software should a Insurance Claims and Policy Processing Clerk list?: Software recorded for this occupation includes Account management software, Alpha Software Alpha Five, Automated information system software, Billing software, and Claim processing system software. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.
What other job titles cover Insurance Claims and Policy Processing Clerk work?: O*NET records 40 titles for this occupation, including Claims Processor, Claims Representative, Claims Rep, and Claims Technician. Searching only your own job title hides most of the openings you could apply to.
What qualifications does a Insurance Claims and Policy Processing Clerk need?: In O*NET's survey of people doing this job, 55% reported their level of education as "High School Diploma, or the equivalent". That is what current postholders reported, not a requirement any single employer sets.
Will this resume pass an ATS for a Insurance Claims and Policy Processing Clerk role?: No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

Related roles

Occupations O*NET records as closest to this one, and worth looking at if this search is not moving.

What this page cannot tell you

No tool outside an employer can tell you how that employer’s ATS is configured, including ours.
This page makes no claim about pay, demand or how many people hold this job. O*NET does not publish that here and we will not estimate it.
Keyword overlap is one input to a resume’s score, not a verdict on you. A resume that names skills you do not have is worse than one that names fewer.

If this is the job you are aiming at, the guide to tailoring a resume covers how to aim one posting properly, and building and exporting a resume here is free.

Occupation data from the O*NET 29.1 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under CC BY 4.0. O*NET is a trademark of USDOL/ETA. SpartanResume is not endorsed by USDOL/ETA.