What You'll Do

  • 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.

Essential Skills

Reading Comprehension 3.5/5
Time Management 3.5/5
Speaking 3.38/5
Active Listening 3.25/5
Critical Thinking 3.25/5
Writing 3.12/5
Social Perceptiveness 3.12/5
Coordination 3.12/5
Service Orientation 3.12/5
Monitoring 3.0/5
Complex Problem Solving 3.0/5
Judgment and Decision Making 3.0/5

Career Fit Overview

Use this summary to sense whether the day to day rhythm and focus of this path line up with what energizes you.

Top passions

  • Organizer: Bringing order to data and processes satisfies you.
  • Leader: Taking charge and moving ideas forward motivates you.
  • Helper: Supporting people and making a difference matters to you.

Common styles

Attention to Detail, Dependability, Integrity, Cooperation, Self-Control

Want a personal read on fit. Take the free assessment and see your exact compatibility with this career and many related roles.

Key Abilities

This career demands strong capabilities in the following areas:

Oral Comprehension 3.62/5
Written Comprehension 3.62/5
Oral Expression 3.5/5
Near Vision 3.5/5
Speech Recognition 3.5/5
Speech Clarity 3.5/5
Written Expression 3.38/5
Deductive Reasoning 3.38/5

Technologies & Tools

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 MicroFocus GroupWise Microsoft Access Microsoft Excel Microsoft Internet Explorer Microsoft Office software Microsoft Outlook

Work Environment & Style

Common Styles for This Career

  • Attention to Detail (High importance: 4.72/5)
  • Dependability (High importance: 4.55/5)
  • Integrity (High importance: 4.55/5)
  • Cooperation (High importance: 4.26/5)
  • Self-Control (High importance: 4.16/5)

Want to see how YOUR work style matches this career?

Take Free 15-Min Assessment →

How to Become One

Some previous work-related skill, knowledge, or experience may be helpful but is usually not required. Training is often provided on the job.

Similar Careers to Explore

Tax Examiners and Collectors, and Revenue Agents

99.6% similar profile

Correspondence Clerks

99.6% similar profile

Tax Preparers

99.5% similar profile

Credit Authorizers, Checkers, and Clerks

99.3% similar profile

Loan Interviewers and Clerks

99.3% similar profile

Legal Secretaries and Administrative Assistants

99.2% similar profile

Accountants and Auditors

99.1% similar profile

Human Resources Assistants, Except Payroll and Timekeeping

99.0% similar profile

Also Known As

This career is known by many different job titles across industries. Here are all the variations:

Agency Service Representative (Agency Service Rep) Auto Claims Rep (Automotive Claims Representative) Auto Liability Claims Rep (Automotive Liability Claims Representative) Billing and Insurance Coordinator Bodily Injury Claims Representative (Bodily Injury Claims Rep) Cancellation Clerk Claim Representative (Claims Rep) Claims Adjudicator Claims Analyst Claims Assistant Claims Associate Claims Clerk Claims Coordinator Claims Customer Service Representative (Claims CSR) Claims Processing Specialist (CPS) Claims Processor Claims Representative (Claims Rep) Claims Service Representative (Claims Service Rep) Claims Sorter Claims Taker Claims Technician (Claims Tech) Client Process Specialist Commercial Lines Underwriting Assistant Cyber Insurance Policy Specialist Dental Insurance Coordinator Document Processor Document Reviewer Enrollment Representative Field Claims Representative Insurance Analyst Insurance Assistant Insurance Associate Insurance Authorization Specialist Insurance Biller Insurance Checker Insurance Claims Clerk Insurance Claims Processor Insurance Clerk Insurance Coordinator Insurance Customer Service Representative (Insurance CSR) Insurance Examining Clerk Insurance Policy Issue Clerk Insurance Processing Clerk Insurance Processor Insurance Specialist Insurance Verification Specialist Liability Claims Representative Medical Claims Processor Medical Insurance Claims Processor Medical Insurance Specialist Open Claims Representative (OCR) Personal Lines Insurance Customer Service Representative (Personal Lines Insurance CSR) Policy Analyst Policy Change Clerk Policy Checker Policy Issue Clerk Policy Title Typist Premium Representative Processing Clerk Reimbursement Counselor Reinsurance Clerk Reviewer Revival Clerk Underwriting Assistant Underwriting Clerk Workers' Compensation Claims Assistant