AITakeover Tracker
Awaiting Assessment

Insurance Policy Processing Clerks

Also known as: Account Administrator, Agency Service Representative, Associate Financial Representative, Cancellation Clerk, Client Process Specialist, Customer Service Technician, Document Processor, Document Reviewer, Enrollment Representative, Field Secretary

Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by agents, and verifying the accuracy of insurance company records.

Education & Training

Percentage of workers at each education and training level

Education Level

Less than High School1%
High School Diploma61%
Some College3%
Associate's Degree29%
Bachelor's Degree6%

Prior Experience Needed

Work experience required to enter this job

None7%
Up to 1 month4%
1-3 months5%
3-6 months6%
6 months - 1 year2%
1-2 years32%
2-4 years35%
4-6 years10%

Training Provided After Hiring

How long it typically takes to learn on the job

Up to 1 month9%
1-3 months38%
3-6 months30%
6 months - 1 year21%
1-2 years2%

How AI Impacts Each Task

16 tasks analyzed

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

Process and record new insurance policies and claims.

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

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

Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.

Essential Soft Skills

Traits that are hard for AI to replicate

Attention to DetailIntegrityDependabilityCooperationSelf ControlInitiativeAchievement/EffortIndependenceStress ToleranceConcern for OthersPersistenceAdaptability/Flexibility

Wage & Employment (2024)

Median Wage

$48,450

per year

Mean Wage

$51,980

per year

Employment

229K

workers

Wage Range

$36,900 - $73,100

10th - 90th pct

Wage Distribution

$36,900Median: $48,450$73,100
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Awaiting Assessment

This occupation has 16 tasks in the database and is queued for the next scoring run. Risk scores, protective factors, and skill gaps will appear once the assessment completes.