Overview
Responsibilities
T-A-S-K
Education
Income & Employability
Video Resources
Related Careers

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

Learn More about Interests

Work Values

  • Relationships
  • Support
  • Independence

Learn More about Work Values

Work Styles

  • Attention to Detail
  • Dependability
  • Integrity
  • Cooperation
  • Self-Control

Learn More about Work Styles

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

Certifying Organization

The Institutes

Type

Core

Certifying Organization

American Education Certification Association

Type

Core

Certifying Organization

LOMA

Type

Core

Certifying Organization

LOMA

Type

Core

Certifying 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 PercentileAnnual 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).

ExperienceIncome
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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