What does an Insurance Clerk do?

Learn all about Insurance Clerk duties, skills and much more. Get expert advice on how to become an Insurance Clerk.

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

An insurance clerk is responsible for maintaining records, issuing policies, and providing customer service for an insurance company. They may also process claims and handle customer inquiries.

Insurance Clerk job duties include:

  • Organize and maintain files
  • Keep track of important documents
  • Schedule appointments and meetings
  • Greet clients and visitors
  • Answer phone calls and direct them to the appropriate person
  • Handle customer inquiries and complaints
  • Update customer information
  • Prepare reports
  • Process insurance claims
  • Manage databases

Insurance Clerk Job Requirements

An insurance clerk is responsible for a wide range of tasks in the insurance industry. They may work in customer service, claims processing, or underwriting. Many insurance clerks have at least a high school diploma, although some jobs may require postsecondary education or certification. Insurance clerks typically have previous experience working in the insurance industry.

Insurance Clerk Skills

  • Analytical skills
  • Attention to detail
  • Communication skills
  • Computer skills
  • Interpersonal skills
  • Organizational skills
  • Problem-solving skills
  • Research skills
  • Time management skills
  • Typing speed
  • Data entry

Related: Top Insurance Clerk Skills: Definition and Examples

How to become an Insurance Clerk

The insurance industry employs a variety of positions, from customer service and claims processing to underwriting and sales. Many of these positions, including that of insurance clerk, require little formal education beyond a high school diploma. However, others, such as underwriter, may require postsecondary education, licensure, and/or certification. The following steps outline how to become an insurance clerk.

1. Obtain a high school diploma or equivalent. Many insurance companies require applicants for entry-level positions to have at least a high school diploma or equivalent. Some may also require completion of basic courses in mathematics and English.

2. Complete on-the-job training. Once hired, most insurance clerks receive on-the-job training from more experienced employees. This training typically lasts several weeks to several months and covers topics such as company policies and procedures, claims processing, and customer service.

3. Consider pursuing postsecondary education. Although not required, some insurance clerks may choose to pursue postsecondary education in business or a related field to improve their job prospects or advance their career.

4. Obtain licensure or certification (if required). Some states require insurance clerks who work in certain areas of the industry, such as selling life insurance policies, to be licensed by the state. In addition, some employers may prefer or require applicants for certain positions to be certified by a professional organization such as the American Institute for Property and Casualty Insurance (AICPCU).

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