According to people in this career, the main tasks are...
| Task | Importance |
|---|---|
| Prepare insurance claim forms or related documents, and review them for completeness. | 95% |
| Pay small claims. | 93% |
| Calculate amount of claim. | 92% |
| Post or attach information to claim file. | 92% |
| Transmit claims for payment or further investigation. | 92% |
| Contact insured or other involved persons to obtain missing information. | 89% |
| Review insurance policy to determine coverage. | 89% |
| Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers. | 89% |
| Process and record new insurance policies and claims. | 89% |
| Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data. | 88% |
| Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors. | 87% |
| Correspond with insured or agent to obtain information or to inform them of account status or changes. | 85% |
| Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies. | 84% |
| Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met. | 83% |
| Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes. | 82% |
| Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts. | 81% |
| Collect initial premiums and issue receipts. | 81% |
| Check computations of interest accrued, premiums due, and settlement surrender on loan values. | 80% |
| Interview clients and take their calls to provide customer service and obtain information on claims. | 78% |
| Obtain computer printout of policy cancellations, or retrieve cancellation cards from file. | 75% |
| Compose business correspondence for supervisors, managers, and professionals. | 73% |
| Notify insurance agent and accounting department of policy cancellation. | 73% |
| Apply insurance rating systems. | 69% |
