01

Interview clients and take their calls to provide customer service and obtain information on claims.

02

Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.

03

Process and record new insurance policies and claims.

04

Correspond with insured or agent to obtain information or inform them of account status or changes.

05

Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.

06

Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.

07

Collect initial premiums and issue receipts.

08

Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.

09

Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.

10

Notify insurance agent and accounting department of policy cancellation.