Insurance Claims Clerks

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About the Job

Obtain information from insured or designated persons for purpose of settling claim with insurance carrier.

It is also Called

  • Underwriting Clerk
  • Service Advisor
  • Personal Lines Insurance Customer Service Representative (Personal Lines Insurance CSR)
  • Open Claims Representative
  • Medical Insurance Claims Processor
  • Insurance Specialist
  • Insurance Customer Service Representative
  • Insurance Claims Processor
  • Claims Technician
  • Claims Sorter
View All

What They Do

  • Apply insurance rating systems.
  • Pay small claims.
  • Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
  • Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
  • Review insurance policy to determine coverage.
  • Contact insured or other involved persons to obtain missing information.
  • Transmit claims for payment or further investigation.
  • Post or attach information to claim file.
  • Calculate amount of claim.
  • Prepare insurance claim forms or related documents and review them for completeness.


People who work in this occupation generally have the interest code: CE.

This means people who work in this occupation generally have Conventional interests, but also prefer Enterprising environments.

Work Values

People who work in this occupation generally prize Relationships, but also value Support and Working Conditions in their jobs.

Things They Need to Know

  • Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
  • Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Things They Need to Be Able to Do

  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Speaking - Talking to others to convey information effectively.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
  • Service Orientation - Actively looking for ways to help people.
  • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.

Education Required

Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.


In 2017, the average annual wage in Pennsylvania was $41,670 with most people making between $29,680 and $56,150


avg. annual growth

During 2014, this occupation employed approximately 12,370 people in Pennsylvania. It is projected that there will be 12,580 employed in 2024.

This occupation will have about 21 openings due to growth and about 309 replacement openings for approximately 330 total annual openings.

Pennsylvania Department of Education