Job Role Description

Insurance > Claims Assistant

Salary National Average

Low Medium High
42970.0000 48620.0000 56010.0000

Change from Previous Year:

+4%

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Candidate Supply: 13,881 Job Openings: 52,755

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Short Description:

Obtain information from insured or designated persons to settle a claim with an insurance carrier.

Duties / Responsibilities:

  • Review the insurance policy to determine coverage.
  • Prepare insurance claim forms or related documents and review them for completeness.
  • Provide customer services, 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 the claim file.
  • Pay small claims.
  • Transmit claims for payment or further investigation.
  • Contact the insured or other involved persons to obtain missing information.
  • Calculate the amount of the claim.
  • Apply insurance rating systems.

Skills / Requirements / Qualifications

  • Active Listening: Giving full attention to what other people are saying, taking time to understand the points 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 audience's needs.
  • 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

Job Zones

  • Education: These occupations usually require a high school diploma.
  • Related Experience: Some previous work-related skills, 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: 3 months to 1 year of preparation (4.0 to < 6.0)

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