Obtain information from insured or designated persons for purpose of settling claim with insurance carrier.
- Review insurance policy to determine coverage.
- Prepare insurance claim forms or related documents and review them for completeness.
- 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.
- Post or attach information to claim file.
- Pay small claims.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Calculate amount of claim.
- Apply insurance rating systems.
- 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.
- 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.
- Time Management — Managing one's own time and the time of others.
- Customer relationship management CRM software — Allied Financial Software Act4Advisors; Applied Systems Vision; Insurance Technologies ForeSight Enterprise; Tangle S Creations Your Insurance Office
- Financial analysis software — Cygnus Software IncomeMax; Insurance analysis software; Insurance rating software; Underwriting software
- Spreadsheet software — Microsoft Excel
- Word processing software — Microsoft Word
- Title: Job Zone Two: Some Preparation Needed
- Education: These occupations usually require a high school diploma.
- Related Experience: Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.
- Job Training: Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.
- Job Zone Examples: These occupations often involve using your knowledge and skills to help others. Examples include sheet metal workers, forest fire fighters, customer service representatives, physical therapist aides, salespersons (retail), and tellers.
- Specific Vocational Preparation in years: (4.0 to < 6.0)