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Insurance processing clerk skills for your resume and career

Updated January 8, 2025
1 min read
Below we've compiled a list of the most critical insurance processing clerk skills. We ranked the top skills for insurance processing clerks based on the percentage of resumes they appeared on. For example, 25.6% of insurance processing clerk resumes contained customer service as a skill. Continue reading to find out what skills an insurance processing clerk needs to be successful in the workplace.

12 insurance processing clerk skills for your resume and career

1. 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 processing clerks use customer service:
  • Take agent calls to provide customer service and obtain information on policies.
  • Handled Outbound and inbound calls and provide excellent customer service.

2. Insurance Policies

Here's how insurance processing clerks use insurance policies:
  • Collected, posted and delivered mail; Printed, processed and filed insurance policies
  • Make changes to customer insurance policies.

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 processing clerks use data entry:
  • Contract, temporary position for data entry for updating small businesses insurance plans for new enrollment.
  • Set up new loans Data Entry Make outbound calls when neeed

4. Worksheets

Here's how insurance processing clerks use worksheets:
  • Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.

5. Insurance Carriers

Here's how insurance processing clerks use insurance carriers:
  • Worked directly with insurance carriers to get approval for Specialist and Facility referrals for additional consultation, treatments and/or specific tests.
  • Implemented an efficient follow-up system to expedite the recovery of 30-day outstanding payments from non-responsive insurance carriers.

6. Claims Process

Here's how insurance processing clerks use claims process:
  • Manage day-to-day claims processing and use communication skills dealing with all types of professionals.
  • Improved quality of claims process by using empathy and sympathy to all client situations.

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7. Life Insurance

Here's how insurance processing clerks use life insurance:
  • Verified life insurance documents and checked for errors and searched for accuracy of data before it was entered.
  • Deepened existing client relationships by counseling partnering agents and financial services experts with new and cutting-edge life insurance products.

8. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how insurance processing clerks use outbound calls:
  • Make necessary outbound calls to insurance agents/companies to update insurance policies and obtain needed/missing information.
  • Perform outbound calls to providers and insurance entities for additional information.

9. Insurance Processing

Here's how insurance processing clerks use insurance processing:
  • Assisted with insurance processing, answering telephones and verifying customer documentation.
  • Trained in different areas within insurance processing

10. Issue Receipts

Here's how insurance processing clerks use issue receipts:
  • Collect initial premiums, issue receipts, and compile periodic reports for management.
  • Collected initial premiums and issue receipts.

11. Inbound Calls

Here's how insurance processing clerks use inbound calls:
  • Received inbound calls and provided answers concerning product details, the company, and issues with customers insurance products and billing.
  • Received inbound calls and place outbound calls to customers in a call center environment providing information about products and services.

12. Insurance Claims

Here's how insurance processing clerks use insurance claims:
  • Process Insurance Claims - Maintain Database - Schedule Appointments
  • Processed demographics and insurance verification Processed insurance claims for outpatient and emergency room charges Applied insurance payments and adjustments
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List of insurance processing clerk skills to add to your resume

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

  • Customer Service
  • Insurance Policies
  • Data Entry
  • Worksheets
  • Insurance Carriers
  • Claims Process
  • Life Insurance
  • Outbound Calls
  • Insurance Processing
  • Issue Receipts
  • Inbound Calls
  • Insurance Claims

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.

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