How to Become a Policy Processing Clerk

Step 1: Understand the job description and responsibilities of a Policy Processing Clerk

What does a Policy Processing Clerk do?

A Policy Processing Clerk modifies, updates, and processes existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance. Evaluates information from application for completeness, accuracy, and policy reinstatement. Being a Policy Processing Clerk provides training to less experienced processing clerks. May approve policy if it meets standard criteria. Additionally, Policy Processing Clerk requires a high school diploma or its equivalent. Typically reports to a supervisor. The Policy Processing Clerk gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. To be a Policy Processing Clerk typically requires 1-3 years of related experience.

People's Opinions on Policy Processing Clerk responsibilities

Insurance policy processing clerks work under insurance agents to perform a variety of tasks and keep paperwork regularly updated.

02/08/2020: Houston, TX

It is the insurance clerk’s responsibility to make sure information is correct and up to date.

12/15/2019: Canton, OH

There is no specific degree for someone who wants to work as an insurance policy processing clerk, but many go to school to obtain a Bachelor’s degree in business, accounting or a related field.

01/02/2020: Lima, OH

Insurance policy processing clerks must have excellent customer and personal service skills.

12/06/2019: Chico, CA

After reading this, you will have a much better idea on whether you will like working as an Insurance Policy Processing Clerk or not.

01/17/2020: Wilmington, DE
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Step 2: Learn best tips to become a Policy Processing Clerk

Best tips for those who want to become a Policy Processing Clerk

Here are some tips to become a Policy Processing Clerk.

People's Opinions on best tips

Organize work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.

01/04/2020: Norwich, CT

Correspond with insured or agent to obtain information or inform them account status or changes.

01/23/2020: San Francisco, CA

Transcribe data to worksheets and enter data into computer for use in preparing documents adjusting accounts.

02/10/2020: Portsmouth, NH

Notify insurance agent accounting department of policy cancellation.

12/18/2019: Sioux Falls, SD
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Step 3: View best colleges and universities for Policy Processing Clerk

Best colleges and universities for Policy Processing Clerk

  • Butler University
  • Carroll College
  • Cooper Union
  • High Point University
  • Princeton University
  • Providence College

Step 4: Think about whether is it worth to be a Policy Processing Clerk

Is being a Policy Processing Clerk Worth it?

People's Opinions on lifestyles

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12/31/2019: Sioux City, IA

Financial clerks work in a variety of office settings, including bank branches, medical offices, and government agencies.

01/05/2020: Spartanburg, SC

Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.

02/03/2020: Biloxi, MS

Obtain computer printout of policy cancellations or retrieve cancellation cards from file.

12/09/2019: York, PA

Coordinate with brokers and agents and brokers on policy approvals, reinstatements and cancellations.

12/15/2019: Cedar Falls, IA
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Step 5: Prepare relevant skills for being a Policy Processing Clerk

What skills do you need to be a Policy Processing Clerk?

Every role has basic skill requirements for success, from supporting level roles to management roles.  These skills will be utilized daily within this role: Document Preparation, ERISA Compliance, Calculate Payments/Premiums, Calculate Ratings, Insurance Plan Design, Insurance Products Servicing, Insurance Regulatory Guidelines, Policy Review.  They may seem basic, but some of the more fundamental skills required for this role include: Insurance Software.  When applying for this job, it is important to consider these skills, as well as any others you feel would be necessary to succeed.

People's Opinions on Policy Processing Clerk skills

Expert Insurance Policy Processing Clerk with at least 2 years of experience, excellent covers all position duties.

01/23/2020: Memphis, TN

Proven working experience as accounts payable clerk (or accounts receivable clerk).

11/30/2019: High Point, NC

One year of Claims Processing experience in an health insurance environment.

02/03/2020: Kansas City, MO

From there, they can move on to working as a processing clerk once they have experience and understanding how the office works.

01/12/2020: Fargo, ND

Insurance policy processing clerks must have excellent customer and personal service skills.

02/10/2020: Topeka, KS
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Step 6: View average salary for Policy Processing Clerk

How much does a Policy Processing Clerk make?

The average salary range for a Policy Processing Clerk is from $35,779 to $43,361. The salary will change depending on your location, job level, experience, education, and skills.

Salary range for a Policy Processing Clerk
$35,779 to $43,361

Step 7: Find relevant Policy Processing Clerk jobs, and apply.

Looking for Policy Processing Clerk jobs?

Here are some Policy Processing Clerk jobs in the United States.

Search Policy Processing Clerk Jobs in the United States

Step 8: Explore Career Path of Policy Processing Clerk

Step 8: Explore Career Path of Policy Processing Clerk? Policy Processing Clerk, Sr.