Insurance clerk
Also known as: insurance office clerk, insurance officer, indemnity administrator, insurance assistant, insurance administration clerk, insurance reconciliation clerk
About this occupation
Insurance clerks perform general clerical and administrative duties in an insurance company, other service institution, for a self-employed insurance agent or broker or for a government institution. They offer assistance and provide information about insurances to customers and they manage the paperwork of insurance agreements.
Essential skills and knowledge
- provide financial product information
- perform clerical duties
- implement instructions
- use office systems
- perform office routine activities
- communicate with customers
- types of insurance
- offer financial services
- office software
- maintain records of financial transactions
- handle paperwork
- electronic communication
Typical tasks and preparation
From the related US occupation profile Insurance Claims and Policy Processing Clerks (O*NET 43-9041.00). Linked by an official crosswalk: related, not identical; details vary by country.
- 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.
- Review insurance policy to determine coverage.
- Typical education (US)
- High School Diploma or the equivalent (such as a GED)
- Preparation
- Job Zone 2 of 5
- Interests
- Conventional, Enterprising, Social
Top skills: Reading Comprehension, Time Management, Speaking, Active Listening, Critical Thinking, Writing
US median pay: US$49,230 a year (2025), 214,260 employed. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics.
Subjects this work relies on
How important each subject's knowledge is in the job itself, rated by people doing it (1 to 5).
- English or Literature in EnglishO*NET: English LanguageVery important (3.6)
- Computer StudiesO*NET: Computers and ElectronicsImportant (3.0)
O*NET data describe work in the United States; requirements differ by country. This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET is a trademark of USDOL/ETA. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.
Preparation needed
Job Zone 1-2: Very Little to Some Preparation Needed
- Most common education (US)
- High School Diploma or the equivalent (such as a GED)
- Education
- Usually requires a high school diploma or GED, though some occupations may not.
- Experience
- Some occupations may need little or no previous experience; others require several months to a year of experience. For example, landscaping and groundskeeping workers might require very little training or previous experience, while agricultural equipment operators can benefit from on-the job training.
- Training
- Ranges from a few days to one year of on-the-job training.
O*NET data describe work in the United States; requirements differ by country. This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET is a trademark of USDOL/ETA. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.
Related occupations
Occupations O*NET links to this one by similar work, skills and knowledge.
- Customer Service Representatives
- Credit Authorizers, Checkers, and Clerks
- Eligibility Interviewers, Government Programs
- Billing and Posting Clerks
- Loan Interviewers and Clerks
- Bookkeeping, Accounting, and Auditing Clerks
- Correspondence Clerks
- Office Clerks, General
- Brokerage Clerks
- New Accounts Clerks
O*NET data describe work in the United States; requirements differ by country. This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET is a trademark of USDOL/ETA. CareerProof Global has modified all or some of this information; USDOL/ETA has not approved, endorsed, or tested these modifications.