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Insurance clerk skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Li Zhang Ph.D.,
Li Zhang Ph.D.
Insurance clerk example skills
Below we've compiled a list of the most critical insurance clerk skills. We ranked the top skills for insurance clerks based on the percentage of resumes they appeared on. For example, 25.3% of insurance clerk resumes contained patients as a skill. Continue reading to find out what skills an insurance clerk needs to be successful in the workplace.

15 insurance clerk skills for your resume and career

1. Patients

Here's how insurance clerks use patients:
  • Communicated directly with providers and patients in order to obtain all necessary information and documentation required for proper billing of claims.
  • Verified, Medical insurance coverage computed patients' benefits and compiled itemized hospital bills.

2. Insurance Verification

Here's how insurance clerks use insurance verification:
  • Maintain appropriate information relating to the medical chart such as maintaining current laboratory stickers and insurance verification forms.
  • Maintained distribution of incoming mail throughout the Insurance Verification Department from various insurance companies and/or patients.

3. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how insurance clerks use data entry:
  • Collected and processed insurance payments Maintained filing systems Adjusted and recorded changes in insurance policies Customer service Data entry Clerical duties
  • Performed data entry of insurance information, verified eligibility, and ran reports for Medi-Cal/Medicare.

4. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how insurance clerks use customer service:
  • Served as the Receptionist/Customer Service Specialist, answering telephone calls, providing information and answering customer's questions.
  • Provided customer service for billing/insurance issues which subsequently resulted in claims payment and customer satisfaction.

5. Insurance Coverage

Here's how insurance clerks use insurance coverage:
  • Assisted in the verification and entry of patient demographics as they related to insurance coverage information.
  • Worked closely with vendors that sold optional insurance coverage to homeowners and monitored delinquent loans.

6. Computer System

Here's how insurance clerks use computer system:
  • Completed secondary insurance claims, entered patient information into computer system, and filed miscellaneous insurance information.
  • Verify accuracy of information on policy holders and policies in computer system.

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7. Insurance Carriers

Here's how insurance clerks use insurance carriers:
  • Reviewed insurance claims and correspondence from insurance carriers.
  • Provided additional information to insurance carriers as needed.

8. Patient Accounts

Patient accounts are a part of a hospital information system that is used for storing financial data, keeping a record of healthcare costs, and providing information regarding patient billing. It deals with the financial aspects of the healthcare setting.

Here's how insurance clerks use patient accounts:
  • Calculated patient balances requiring any non-allowed amounts from insurance companies or adjustments needed on patient accounts.
  • Reviewed demographic and insurance information in patient accounts and make necessary corrections as needed.

9. Patient Insurance

Here's how insurance clerks use patient insurance:
  • Received patient information for intake personnel, verify patient insurance information for mental and substance abuse.
  • Verified all inpatient insurance and adhered to strict privacy and confidentiality laws.

10. Medical Terminology

Here's how insurance clerks use medical terminology:
  • Maintain growing knowledge of medical terminology and changing industry standards.
  • Reviewed disabling contentions (with an understanding of medical terminology) and input information to schedule Compensation and Pension examinations.

11. Medicare

Medicare is a federal government insurance program that offers health care coverage to people who are 65 and above. In some cases, younger people with disabilities whose status is identified by the SSA can also avail the insurance program. Medicare covers the health expenses of people who are not able to afford it plus it protects the payee from rising health care costs.

Here's how insurance clerks use medicare:
  • Received and maintained insurance authorizations for services rendered for Medicaid, Medicare, Worker's Compensation and private insurance patients.
  • Entered and prepared advanced beneficiary notices based on diagnosis and procedure codes for Medicare covered patients.

12. Medicaid

Here's how insurance clerks use medicaid:
  • Scheduled and obtained authorization for outpatient procedures for patients via private insurance, worker's compensation, and Medicare/ Medicaid.
  • Examined claims for Medicaid guideline compliance and ensured completion before submission.

13. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how insurance clerks use telephone calls:
  • Performed daily authorization telephone calls to centers for Physical Therapy services Maintained detail reporting on all outgoing calls
  • Performed Pre-Registration duties including making confirmation telephone calls, and verifying patient insurance and demographic information.

14. Scheduling Appointments

Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.

Here's how insurance clerks use scheduling appointments:
  • Assisted the front desk answer the busy phone lines and aided in scheduling appointments as needed.
  • Performed all aspects of an office environment including customer contact with scheduling appointments and trouble shooting.

15. Insurance Forms

Here's how insurance clerks use insurance forms:
  • Distributed and collected Other Health Insurance forms from various clinics throughout the hospital network and updated insurance database.
  • Prepared insurance forms for private insurance (medical and dental).
top-skills

What skills help Insurance Clerks find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on insurance clerk resumes?

Li Zhang Ph.D.

Professor, St. Cloud State University

There aren't many universities/colleges that offer a degree in insurance. Having some insurance education, such as a degree, or a certificate, or just taking a few insurance classes, will be sure to make applicants stand out. For those with no insurance background, demonstrating strong transferable skills from previously studied areas to the insurance industry (such as communication skills, analytical skills), strong commitment, ethical and professional attitude will make the applicants very competitive.

What soft skills should all insurance clerks possess?

Li Zhang Ph.D.

Professor, St. Cloud State University

I'd say communication skills. Many positions in insurance need to interact with others. The ability to listen carefully and responding effectively, conveying thoughts/ideas fluently is very important. Also, communicating throng writing is also important (it could range from simply completing the paperwork accurately to preparing annual reports for supervisors)

What hard/technical skills are most important for insurance clerks?

Li Zhang Ph.D.

Professor, St. Cloud State University

It would be analytical skills and numerical skills, no matter if it's in underwriting, claims, actuarial, investment, sales, or other positions. For example, a successful salesperson should be able to efficiently analyze the client's information, assess the client's need, recommend the appropriate products, and convey product advantages and disadvantages clearly. Also, competent employees should be comfortable with working with numbers/graphs to communicate with clients or coworkers.
Do you want to know more?
Read more about what experts have to say about insurance clerk

List of insurance clerk skills to add to your resume

The most important skills for an insurance clerk resume and required skills for an insurance clerk to have include:

  • Patients
  • Insurance Verification
  • Data Entry
  • Customer Service
  • Insurance Coverage
  • Computer System
  • Insurance Carriers
  • Patient Accounts
  • Patient Insurance
  • Medical Terminology
  • Medicare
  • Medicaid
  • Telephone Calls
  • Scheduling Appointments
  • Insurance Forms
  • CPT
  • Front Desk
  • Insurance Benefits
  • Insurance Policies
  • Insurance Payments
  • ICD-9
  • Patient Appointments
  • Medical Insurance Claims
  • Insurance Eligibility
  • Health Insurance
  • Insurance Billing
  • Patient Payments
  • HIPAA
  • EOB
  • HMO
  • Insurance Applications
  • Patient Charts
  • Medical Billing
  • Patient Demographics
  • Bank Deposits
  • Unpaid Claims
  • Patient Billing
  • Accounts Receivables
  • Private Insurance
  • Hippa
  • Office Equipment
  • Electronic Claims
  • Patient Calls
  • Surgical Procedures
  • Payment Arrangements
  • Office Procedures
  • Multi-Line Phone System
  • Retrieve Data
  • Emergency Room
  • Insurance Quotes

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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