HR & Admin

Insurance Claim and Policy Processing Clerk Resume Example

Professional resume template and tips for Insurance Claim and Policy Processing Clerk positions

Claims RepresentativeInsurance ClerkUnderwriting AssistantUnderwriting ClerkClaims AdjudicatorClaims AssistantClaims Service RepresentativeClaims Technician

Looking to build a career as an Insurance Claim and Policy Processing Clerk? This guide provides the specific roadmap you need. You’ll get a clear overview of the core duties, from processing policies and calculating claims to updating critical records. We detail the essential software like Xactimate and Microsoft Access you must master, alongside the vital soft skills in customer service and critical thinking that employers prioritize. Use this resource to understand the daily responsibilities and learn how to effectively showcase your administrative expertise on your resume. Start building your stronger application with Mokaru today.

CHRISTINA STEWART

Insurance Claim and Policy Processing Clerk
christina.stewart@email.com | +1 (555) 123-4567 | San Francisco, CA

Professional Summary

Insurance Claim and Policy Processing Clerk with 3+ years in a mid-sized B2C auto insurance firm. Processed over 1,500 claims annually, achieving a 15% reduction in processing errors. Skilled in Microsoft Office suite, including Excel for data analysis and Access for database management.

Skills

Technical Skills: Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Office software, Microsoft PowerPoint, Microsoft Access
Soft Skills: Reading Comprehension, Time Management, Speaking, Active Listening, Critical Thinking

Experience

Senior Insurance Claim and Policy Processing Clerk
2022 - Present
Veritas Assurance Partners
  • Streamlined claims processing by developing an Excel tracking system, reducing average turnaround time by 18% through enhanced coordination and critical thinking
  • Led team training on Alpha Software Alpha Five for complex policy reviews, improving department accuracy by 22% via active listening and clear speaking
  • Designed a PowerPoint presentation for stakeholders on claims investigation procedures, increasing inter-departmental process compliance by 30%
Insurance Claim and Policy Processing Clerk
2019 - 2022
Pinnacle Administrative Solutions
  • Owned a project to migrate claim form templates to Microsoft Access, boosting data retrieval speed by 25% through systematic critical thinking
  • Collaborated with senior clerks to resolve a backlog of 150+ complex claims, applying advanced reading comprehension to ensure regulatory compliance
  • Coordinated with the HR department using Microsoft Outlook to schedule and document training sessions for 5 new processing clerks
Junior Insurance Claim and Policy Processing Clerk
2016 - 2019
Aegis HR & Benefits Administration
  • Supported senior team by accurately preparing and reviewing 50+ insurance claim forms weekly in Microsoft Word, ensuring 99% completeness
  • Learned to calculate claim amounts using Excel formulas, reducing data entry errors by 15% under supervision through focused time management
  • Assisted in contacting insured parties via phone to obtain missing information, applying social perceptiveness to maintain a 95% positive feedback rate

Education

High School Diploma
2011 - 2015
State University

Certificates

  • Certified Insurance Service Representative (CISR)
  • Microsoft Office Specialist (MOS) Master
  • Professional Customer Service Specialist (PCSS)

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What does a Insurance Claim and Policy Processing Clerk do?

A Insurance Claim and Policy Processing Clerk performs various tasks on a daily basis. Here are the core responsibilities you can expect in this role:

  • 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.

What skills do you need as a Insurance Claim and Policy Processing Clerk?

Employers hiring for Insurance Claim and Policy Processing Clerk positions look for candidates with a strong combination of technical and soft skills. Here are the most important skills to highlight on your resume:

Microsoft Outlook
Microsoft Excel
Microsoft Word
Microsoft Office software
Microsoft PowerPoint
Microsoft Access
Microsoft Windows
Alpha Software Alpha Five
Automated information system software
Claim processing system software

What knowledge areas are important for a Insurance Claim and Policy Processing Clerk?

Beyond skills and tools, employers value candidates with deep knowledge in these areas. Consider highlighting relevant coursework, certifications, or experience:

Customer and Personal ServiceAdministrativeEnglish LanguageComputers and ElectronicsMathematicsAdministration and ManagementCommunications and MediaProduction and ProcessingLaw and GovernmentEconomics and Accounting

How do I write a great Insurance Claim and Policy Processing Clerk resume?

Creating an effective Insurance Claim and Policy Processing Clerk resume requires focusing on what employers in the HR & Admin sector value most.

Use relevant keywords

ATS systems scan for specific terms. Include these keywords naturally throughout your resume:

SpeakingMicrosoft WordTime ManagementMicrosoft ExcelActive ListeningMicrosoft OutlookReading ComprehensionMicrosoft Office software

Quantify your impact

When describing how you "prepare insurance claim forms or related documents, and review them for completeness", include metrics like percentages, team sizes, budgets, or project scope to demonstrate real results.

Showcase technical proficiency

Highlight hands-on experience with Microsoft Outlook, Microsoft Excel, Microsoft Word and any customer and personal service certifications that validate your expertise.

Match the experience level

For Insurance Claim and Policy Processing Clerk roles, employers typically expect usually requires a high school diploma. Highlight matching qualifications prominently at the top of your resume.

Example bullet points

Here are some strong bullet points you could adapt for your Insurance Claim and Policy Processing Clerk resume:

  • Streamlined claims processing by developing an Excel tracking system, reducing average turnaround time by 18% through enhanced coordination and critical thinking
  • Led team training on Alpha Software Alpha Five for complex policy reviews, improving department accuracy by 22% via active listening and clear speaking
  • Designed a PowerPoint presentation for stakeholders on claims investigation procedures, increasing inter-departmental process compliance by 30%

How to use AI to improve your Insurance Claim and Policy Processing Clerk resume

AI tools like ChatGPT can be incredibly helpful when crafting your Insurance Claim and Policy Processing Clerk resume. They can help you brainstorm achievements, rephrase bullet points for impact, identify missing keywords, and tailor your content to specific job descriptions.

However, AI is not perfect. Always proofread the output carefully. AI can sometimes make factual errors, use generic language, or miss the nuances of your specific experience. Think of AI as a helpful assistant, not a replacement for your own judgment.

AI Resume Prompt

Prompt

You are a senior recruiter with 15+ years of experience in technical hiring and resume optimization. You have reviewed thousands of resumes for Insurance Claim and Policy Processing Clerk positions and know exactly what hiring managers and ATS systems look for.

Your task:
Analyze my resume for a Insurance Claim and Policy Processing Clerk position and provide concrete, actionable feedback to maximize my chances.

Job description:
[paste the job description here]

Provide feedback on the following:

  1. Match analysis: Which requirements from the job description ARE and ARE NOT reflected in my resume?
  2. Quantification: Which bullet points lack concrete numbers/metrics? Provide examples of how I can rewrite them.
  3. Keywords: Which technical terms from the job description (such as Microsoft Outlook, Microsoft Excel, Microsoft Word, etc.) are missing or could be more prominent?
  4. Impact statements: Rewrite my 3 weakest bullet points using the STAR format (Situation, Task, Action, Result)
  5. ATS optimization: What adjustments will increase my score in Applicant Tracking Systems?
  6. Priorities: Give me a top-5 of changes that will make the biggest difference, ranked by impact.

Be direct and critical - I want honest feedback, not compliments.

Why use Mokaru instead? At Mokaru, we have invested extensive research into our AI prompts and continuously update them based on recruiter feedback and ATS testing. Our AI resume builder handles the complexity for you: optimizing for ATS systems, matching job descriptions, and ensuring professional formatting, so you can focus on landing interviews.

Claims Representative Resume Example

Looking for a Claims Representative resume instead? The skills and experience are very similar to a Insurance Claim and Policy Processing Clerk. Here is an example you can use as inspiration:

MARCUS WILLIAMS

Claims Representative
marcus.williams@email.com • +1 (555) 123-4567 • San Francisco, CA

Summary

Insurance Claim and Policy Processing Clerk with 3+ years in a mid-sized B2C auto insurance firm. Processed over 1,500 claims annually, achieving a 15% reduction in processing errors. Skilled in Microsoft Office suite, including Excel for data analysis and Access for database management.

Skills

Technical: Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Office software, Microsoft PowerPoint, Microsoft Access
Professional: Reading Comprehension, Time Management, Speaking, Active Listening, Critical Thinking

Experience

Veritas Assurance Partners
2022 - Present
Senior Insurance Claim and Policy Processing Clerk
  • Streamlined claims processing by developing an Excel tracking system, reducing average turnaround time by 18% through enhanced coordination and critical thinking
  • Led team training on Alpha Software Alpha Five for complex policy reviews, improving department accuracy by 22% via active listening and clear speaking
  • Designed a PowerPoint presentation for stakeholders on claims investigation procedures, increasing inter-departmental process compliance by 30%
Pinnacle Administrative Solutions
2019 - 2022
Insurance Claim and Policy Processing Clerk
  • Owned a project to migrate claim form templates to Microsoft Access, boosting data retrieval speed by 25% through systematic critical thinking
  • Collaborated with senior clerks to resolve a backlog of 150+ complex claims, applying advanced reading comprehension to ensure regulatory compliance
  • Coordinated with the HR department using Microsoft Outlook to schedule and document training sessions for 5 new processing clerks
Aegis HR & Benefits Administration
2016 - 2019
Junior Insurance Claim and Policy Processing Clerk
  • Supported senior team by accurately preparing and reviewing 50+ insurance claim forms weekly in Microsoft Word, ensuring 99% completeness
  • Learned to calculate claim amounts using Excel formulas, reducing data entry errors by 15% under supervision through focused time management
  • Assisted in contacting insured parties via phone to obtain missing information, applying social perceptiveness to maintain a 95% positive feedback rate

Education

State University
2011 - 2015
High School Diploma

Certifications

  • Certified Insurance Service Representative (CISR)
  • Microsoft Office Specialist (MOS) Master
  • Professional Customer Service Specialist (PCSS)

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Frequently Asked Questions

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