Insurance Policy Processor Job Description

Insurance Policy Processor Job Description

Insurance Policy Processor Job Overview

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.

Insurance Policy Processor Job Template

Insurance Policy Processor Job Summary

If you are an efficient, organized, detailed-oriented business professional looking for a lifelong career filled with advancement opportunities, we may have the job for you. Our renowned company is seeking a motivated insurance policy processor with a balanced skillset that can perform job duties that are part customer service representative and part recordkeeper. The ideal insurance policy processing clerk is excellent at data entry to maintain accurate policy records and understands the basic process of the insurance application, reinstatement, and cancellation of insurance policies. Apply today to put your administrative assistant and communication skills to work!


Ashburn, VA

Insurance Policy Processor Responsibilities

  • Work directly with the insurance agents, team members, and policyholders to modify, update, and process insurance policies
  • Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of insurance company records
  • Calculate and issue policyholders’ premiums, refunds, and adjustments, as needed
  • Complete recordkeeping and data entry to maintain accurate client information
  • Correspond with existing and prospective clients via phone and email in accordance with the company policies; documenting all details to deliver the optimal level of customer service

Insurance Policy Processor Qualifications

  • High school diploma required; bachelor’s degree in business administration or related field preferred
  • Experience using data entry, recordkeeping, or insurance policy computer systems or programs is beneficial
  • Knowledge of insurance policies, carriers, and processing considered a plus
  • Strong analytical, interpersonal, and communication skills are required; customer service representative experience is a plus
  • Experience using Microsoft Office, CRM systems, financial planning software, Google Suite, and other related account status computer systems needed

Insurance Policy Processor Compensation

$39,615 (National Average)


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