Description
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.
Interests
- Conventional
- Enterprising
Work Values
- Relationships
- Support
- Independence
Work Styles
- Attention to Detail
- Dependability
- Integrity
- Cooperation
- Self-Control
Tasks
- 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.
Work Activities
- Working with Computers
- Getting Information
- Processing Information
- Communicating with Supervisors, Peers, or Subordinates
- Documenting/Recording Information
Detailed Work Activities
- Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
- Observing, receiving, and otherwise obtaining information from all relevant sources.
- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
- Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
- Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
- Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
- Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
- Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Analyzing information and evaluating results to choose the best solution and solve problems.
- Keeping up-to-date technically and applying new knowledge to your job.
Technology Skills
- Data base user interface and query software
- Instant messaging software
- Medical software
- Electronic mail software
- Accounting software
Abilities
- Oral Comprehension
- Written Comprehension
- Near Vision
- Oral Expression
- Speech Clarity
Skills
- Reading Comprehension
- Time Management
- Speaking
- Active Listening
- Critical Thinking
Knowledge
- Customer and Personal Service
- Administrative
- English Language
- Computers and Electronics
Most Common Education Level
The “Most Common Education Level” refers to the level of education held by the majority of workers in a given occupation. For example, if the highest percentage of workers in a role have an Associate’s Degree, that suggests this is the typical educational requirement. Knowing this helps you plan how many years of education you may need to pursue that career.
Certificates
Certificate name
Certified Patient Account TechnicianCertifying Organization
American Association of Healthcare Administrative Management
Type
Core
Certificate name
Associate in Fidelity and Surety BondingCertifying Organization
The Institutes
Type
Core
Certificate name
Certified Insurance CounselorsCertifying Organization
The National Alliance for Insurance Education and Research
Type
Core
Certificate name
Certified Insurance Service RepresentativesCertifying Organization
The National Alliance for Insurance Education and Research
Type
Core
Income Percentile
The income percentiles show how earnings are distributed within a profession. The 10th percentile means that 10% of workers earned less than that amount. The median (50th percentile) indicates that half of workers earned more, and half earned less. The 90th percentile reflects what the top 10% of earners in the field make.
| Income Percentile | Annual Income |
|---|---|
| Low (10%) | $38,237 |
| Median (50%) | $51,034 |
| High (90%) | $84,787 |
Income by Experience
This table shows how income typically grows with experience—from entry level (0–2 years), to mid-level (3–5 years), to senior level (6–8 years), to expert level (8+ years).
| Experience | Income |
|---|---|
Entry Level  | $50,903 |
| Mid Level | $68,700 |
| Senior Level | $83,546 |
| Expert Level | $95,723 |
Employability
There are currently 271,800 jobs in this career path. Over the next 10 years, that number is expected to decrease to 261,300 positions, reflecting a projected decline of -4%.
The Projected Job Growth figure refers to the expected increase or decrease in employment within a specific career field over a certain period of time.
Projected Job Growth of -4%
Related Careers
The career information and data on this site incorporates information from O*NET Web Services, Lightcast, CareerOneStop, and the U.S. Bureau of Labor Statistics (BLS). For more details regarding the data sources and the specific information sourced, click here.
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