Insurance Policy Processor

Insurance Policy Processor DISC Chart

Job Summary

An insurance policy processor is responsible for fielding questions about insurance coverage; processing new insurance policy applications; reviewing existing policies to confirm relevance to policyholders; compiling data on policy changes; and acquiring crucial information for recordkeeping. To ensure the accuracy of accounts, insurance policy processors must remain up to date on evolving mandates, insurance policy changes, and provisions necessary to process applications and reinstatements. They are also tasked with making changes to policies to meet the needs of existing clients and canceling insurance policies upon request. Policy processing clerks typically work at an insurance company, firm, or corporation.

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Personality types of a Insurance Policy Processor

Each letter of DISC represents polar personality types with correlating behaviors and characteristics. Learn more about their strengths and weaknesses, how they communicate, and more

low D - Planner

Like to take time making decisions

low I - Supporter

Likes to work independently

high S - Stabilizer

Likes to have structure

high C - Rule Follower

Likes following rules

Behavioral Qualities for a Insurance Policy Processor

Behavioral qualities make people naturally act in a certain way. Utilize people's natural behaviors and strengths at work.
  • Patient. Able to wait for an outcome.
  • Prudent. Judicious and discreet.
  • Sympathetic. Interested and understanding of others.
  • Careful. Patient, methodical, cautious.

Motivators for a Insurance Policy Processor

Motivators are values that drive people. To retain passionate employees, place people in a role that utilizes their values
  • Economic: A utilitarian drive for results and maximal returns. To tend to the economic drive, reward them for accuracy and support them with incentives when applicable.
  • Regulatory: A drive to maintain order and the status quo. To tend to the regulatory drive, give them tasks with plenty of structure and guidance.
  • Theoretical: A drive to learn and gain new knowledge. To tend to the theoretical drive, provide opportunities for them to sharpen their skills and gain additional knowledge.

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