Insurance Claims and Policy Processing Clerks
What Insurance Claims and Policy Processing Clerks Do
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.
See full salary breakdown & percentiles →
Career Outlook
National employment outlook, 2024–2034.
- Related work experience
- None
- On-the-job training
- Moderate-term on-the-job training
- Self-employed
- 0.5%
Source: BLS Employment Projections — 2024-2034.
How Much Preparation Does This Take?
Job Zone 2 of 5Job Zone 1-2: Very Little to Some Preparation Needed
- Experience
- Some occupations may need little or no previous experience; others require several months to a year of experience.
- Education
- Usually requires a high school diploma or GED, though some occupations may not.
- Job training
- Ranges from a few days to one year of on-the-job training.
Source: O*NET Job Zones.
Key Knowledge Areas
Subject-matter areas this occupation draws on most, per O*NET.
- Customer and Personal Serviceimportance 4.2/5
- Administrativeimportance 3.9/5
- English Languageimportance 3.6/5
- Computers and Electronicsimportance 3.0/5
- Mathematicsimportance 2.9/5
- Administration and Managementimportance 2.4/5
- Communications and Mediaimportance 2.2/5
- Production and Processingimportance 2.2/5
Work Environment
What the day-to-day work setting is like, per O*NET.
- E-Mail5.0/5
- Spend Time Sitting4.9/5
- Telephone Conversations4.8/5
- Importance of Being Exact or Accurate4.5/5
- Importance of Repeating Same Tasks4.5/5
- Indoors, Environmentally Controlled4.4/5
Careers With Similar Skills
Occupations whose Transferable Skills profile most closely matches this one — a mathematical comparison, not observed data about people actually moving between these careers.
- Reservation and Transportation Ticket Agents and Travel Clerks99% skill match
- Correspondence Clerks98% skill match
- New Accounts Clerks98% skill match
- Tax Examiners and Collectors, and Revenue Agents98% skill match
- Customer Service Representatives98% skill match
- Bill and Account Collectors98% skill match
- Receptionists and Information Clerks97% skill match
- Paralegals and Legal Assistants97% skill match
Transferable Skills
Cross-functional skills this occupation draws on most, per O*NET — the kind that carry over to other careers.
- Time Managementimportance 3.5/5
- Social Perceptivenessimportance 3.1/5
- Coordinationimportance 3.1/5
- Service Orientationimportance 3.1/5
- Complex Problem Solvingimportance 3.0/5
- Judgment and Decision Makingimportance 3.0/5
- Negotiationimportance 2.9/5
- Persuasionimportance 2.8/5
Software & Technologies
Tools and software used in this occupation, per O*NET.
Hot Technologies
Other Software Used
- 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
Work Style
Personal work characteristics that matter most for this occupation, per O*NET.
- Attention to Detail
- Dependability
- Integrity
- Cautiousness
- Cooperation
- Self-Control
- Stress Tolerance
Career Interests
This occupation’s RIASEC interest profile, per O*NET — how strongly it fits each of the six Holland interest types.
- ConventionalHigh
- EnterprisingMedium
- SocialLow
- InvestigativeLow
- RealisticLow
- ArtisticLow
This page includes information from the O*NET 30.3 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.
Where This Career Is Most Concentrated
Metro areas where insurance claims and policy processing clerks make up the largest share of local employment, relative to the national average (BLS location quotient).
- 1Bloomington, IL7.36× national avg
- 2Lansing-East Lansing, MI5.50× national avg
- 3Olympia-Lacey-Tumwater, WA4.55× national avg
- 4Abilene, TX3.92× national avg
- 5Columbia, SC3.45× national avg
Possible Career Moves
A computed starting point, not observed job-change data — see the full list for why each one might fit.
- Customer Service RepresentativesLateral Move
- Eligibility Interviewers, Government ProgramsAdvancement
- Correspondence ClerksLateral Move
- Brokerage ClerksAdvancement
See the full career path from Insurance Claims and Policy Processing Clerks →
Related Education Programs
Schools that offer related fields of study, based on the NCES CIP-SOC crosswalk — not a guarantee that graduates enter this specific career.
General Office Occupations and Clerical Services
- Sinclair Community College (Dayton, OH)grads earn ~$25,759
- Rio Salado College (Tempe, AZ)grads earn ~$50,135
- Central Georgia Technical College (Warner Robins, GA)grads earn ~$27,327
- Central Louisiana Technical Community College (Alexandria, LA)grads earn ~$19,082
- Pueblo Community College (Pueblo, CO)