Job Brief
The Insurance Examining Clerk plays a crucial role in managing the lifecycle of insurance policies, ensuring accuracy and compliance with industry standards. This position involves processing new insurance policies, modifying existing policies, and reviewing claims forms for completeness. The ideal candidate should possess strong attention to detail, excellent organizational skills, and a fundamental understanding of insurance procedures. Experience in the insurance industry is preferred, along with proficiency in relevant software applications.
Responsibilities
- Process new insurance policies and modifications to existing policies efficiently.
- Review and verify claims forms, applications, and related documents for accuracy and completeness.
- Obtain and confirm information from policyholders to ensure compliance with underwriting guidelines.
- Update existing policies and company records to reflect changes requested by policyholders and insurance representatives.
- Collaborate with insurance agents and adjusters to gather necessary documentation and resolve discrepancies.
- Maintain organized records and documentation in compliance with regulatory requirements.
- Assist in training and onboarding new staff on insurance processes and software.
Requirements
- High school diploma or equivalent; additional education in insurance or business administration is a plus.
- Prior experience in an insurance environment or administrative role is preferred.
- Strong attention to detail and accuracy in data entry and document review.
- Proficiency in using insurance software and Microsoft Office Suite.
- Excellent communication skills, both verbal and written.
- Ability to work independently and as part of a team in a fast-paced environment.
- Familiarity with insurance terminology and regulatory compliance practices.
Similar Job Titles
- Insurance Clerk
- Policy Processing Clerk
- Insurance Administrative Assistant
- Claims Processing Clerk
- Insurance Operations Associate
- Underwriting Clerk
- Insurance Support Specialist
- Policy Administration Clerk