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Insurance Claims and Policy Processing Clerks

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.

How does this connect to your interests? →

A look at the work

  • 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.
  • Review insurance policy to determine coverage.
  • Process and record new insurance policies and claims.
  • Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.

A selection of source-listed tasks; duties vary by role and employer.

Interests involved in this work

These source scores describe occupational work activities. They are separate from your personal test results.

Hands-on

2026-02 · Machine Learning/Expert

1.2 / 7

Investigative

2026-02 · Machine Learning/Expert

2.4 / 7

Creative

2026-02 · Machine Learning/Expert

1.0 / 7

Helping people

2026-02 · Machine Learning/Expert

2.6 / 7

Enterprising

2026-02 · Machine Learning/Expert

3.9 / 7

Organizing

2026-02 · Machine Learning/Expert

7.0 / 7

Skills to explore

Source-reported importance on a 1–5 scale. Try a course, project or conversation to learn what these skills involve.

Time Management

Managing one's own time and the time of others.

2022-08

3.5 / 5

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

2022-08

3.5 / 5

Speaking

Talking to others to convey information effectively.

2022-08

3.4 / 5

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

2022-08

3.3 / 5

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

2022-08

3.3 / 5

Social Perceptiveness

Being aware of others' reactions and understanding why they react as they do.

2022-08

3.1 / 5

Service Orientation

Actively looking for ways to help people.

2022-08

3.1 / 5

Coordination

Adjusting actions in relation to others' actions.

2022-08

3.1 / 5

Writing

Communicating effectively in writing as appropriate for the needs of the audience.

2022-08

3.1 / 5

Monitoring

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

2022-08

3.0 / 5

Plan a small next step

Talk to someone doing this work, look for a supervised activity, and explore the subjects that interest you. Admission, licensing and current program requirements should be confirmed with the relevant institutions.

Source preparation category: Job Zone 2 of 5 · 2026-02. This category describes typical preparation, not your eligibility.

Related study fields

Source crosswalk connections are research leads, not required qualifications.

General Office Occupations and Clerical Services →

Explore all related study fields →

Source & methodology

O*NET-SOC code 43-9041.00 · Database 31.0 · Retrieved Oct 14, 2026. Dates on individual observations describe their source periods.

How interest exploration matching works →

Data: O*NET® 31.0 Database, U.S. Department of Labor, Employment and Training Administration. Used under CC BY 4.0. StudyIndex normalizes the presentation and adds exploration features; USDOL/ETA has not approved, endorsed or tested these additions.