How to become an insurance claims and policy processing clerk
Process new insurance policies, modifications to existing policies, and claims forms. Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and company records. Update existing policies and company records to reflect changes requested by policyholders and insurance company representatives.
Steps to get there
Most employers expect usually requires a high school diploma or ged, though some occupations may not..Some occupations may need little or no previous experience; others require several months to a year of experience. For example, landscaping and groundskeeping workers might require very little training or previous experience, while agricultural equipment operators can benefit from on-the job training.
What insurance claims and policy processing clerks do
- Prepare insurance claim forms or related documents, and review them for completeness.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Post or attach information to claim file.
Skills that matter most
- Reading Comprehension
- Speaking
- Active Listening
- Critical Thinking
- Writing
- Monitoring
- Active Learning
- Learning Strategies
Is insurance claims and policy processing clerk a good career?
On the numbers, this job is close to the average across occupations. Median pay is 3% below the all-occupation median. Whether it fits you depends on the work itself, the schooling you are willing to do and where you want to live.
Where it pays most
- New Hampshire $60,650
- Washington $60,220
- New Jersey $59,810
- Connecticut $59,760
- Maine $58,890
Insurance Claims and Policy Processing Clerks salary by state and city
Sources: O*NET® 31.0 (CC BY 4.0, USDOL/ETA) and BLS Employment Projections 2025–35. Pay: BLS OEWS May 2025.