INSURANCE CLERK SKILLS, EXPERIENCES, AND JOB REQUIREMENTS

Published: Oct 03, 2025 - The Insurance Clerk processes applications, updates databases, and ensures compliance with federal and state requirements while maintaining accuracy in premium calculations and documentation. This role requires proficiency in Microsoft Office 365, strong written communication, and the ability to manage confidential information with professionalism. The clerk also follows up on pending requirements, resolves agent or application issues, and adapts effectively to frequently changing procedures.

Essential Hard and Soft Skills for an Insurance Clerk Resume
  • Claims Processing
  • Billing Management
  • Account Verification
  • Data Entry
  • Policy Review
  • Eligibility Verification
  • Payment Collection
  • Report Generation
  • Compliance Knowledge
  • Document Management
  • Communication
  • Problem Solving
  • Customer Service
  • Time Management
  • Collaboration
  • Attention to Detail
  • Relationship Building
  • Confidentiality Practice
  • Accuracy Verification
  • Inquiry Handling

Summary of Insurance Clerk Knowledge and Qualifications on Resume

1. BA in Business Administration with 6 years of Experience

  • Experience in managing and assembling contracts, documents for production in litigation, or for submission to regulatory agencies or insurance brokers and underwriters
  • Understanding of insurance coverages and claims
  • General understanding of contracts and contract terms
  • Superior computer skills, adept at MS Word, Excel and PowerPoint and easily adaptable to learn and use other in-house software applications
  • Excellent customer service, interpersonal and communication skills
  • Organization and attention to detail/deadlines
  • Able to work under pressure 
  • Able to work well with others and participate in a team environment
  • Experience in Commercial Lines Insurance 
  • Must be detail-oriented and possess the ability to multitask
  • Exceptional customer service and interpersonal skills
  • Excellent growth and advancement opportunities

2. BS in Accounting with 4 years of Experience

  • Working experience in commercial insurance
  • Experience in JDA 
  • Ability to excel in a high-pressure and fast-paced environment
  • Ability to drive a strong safety culture
  • Must have strong verbal and written communication skills
  • Proficient in Microsoft Office with good computer skills
  • Ability to handle confidential matters in a professional manner
  • Knowledge of ISO and manuscript insurance forms and endorsements
  • Ability to apply common sense understanding to carry out instructions furnished in written oral form or via DRH applications
  • Ability to meet multiple deadlines in a fast-paced environment

3. BA in Legal Studies with 3 years of Experience

  • Previous clerical and insurance verification experience
  • Proficient with MS Office Suite
  • Ability to learn multiple computer systems for processing information
  • Ability to maintain a high level of professionalism
  • Experience in general insurance
  • Detail-minded, self-motivated and pleasant
  • Good communication and interpersonal skills
  • Good PC skills, fast and accurate typing
  • Ability to maintain a high level of confidentiality

4. BS in Finance with 5 years of Experience

  • Detail-oriented and professional
  • Strong communication, both verbal and written
  • Ability to work well with others
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Experience in SoftPro Select 
  • Able to maintain work priorities in an environment with multiple concurrent tasks and projects and maintain flexibility related to assigned tasks
  • High attention to detail, high energy, and a positive attitude
  • Experience in a Recording Clerk position
  • Strong work ethic and a positive attitude
  • Professional phone etiquette skills 

5. BS in Information Systems with 7 years of Experience

  • Experience in a multi-regional healthcare, retail, or dental company
  • Working experience in QSI
  • Ability to multitask effectively without compromising the quality of the work
  • Excellent interpersonal, oral and written communication skills
  • Detail-oriented, organized, process-focused, problem solver, proactive, ambitious, customer service-focused
  • Ability to draw conclusions and make independent decisions with limited information
  • Ability to respond to common inquiries from customers, staff, regulatory agencies, vendors, and other members of the business community
  • Self-motivated, reliable individual capable of working independently as well as part of a team
  • Problem-solving skills to gather and analyze information
  • Able to identify and resolve problems promptly, arrive at valid conclusions, recommendations, and plans of action
  • Able to maintain an appropriate professional appearance and demeanor in accordance with Company policies
  • Able to comply with Company policies, as well as State, Federal and other regulatory bodies

6. BA in Psychology with 2 years of Experience

  • Must have strong customer orientation
  • Excellent interpersonal and communication skills
  • Analytical and detail-oriented
  • Capable of multitasking
  • Ability to cross-train within multiple operational functions
  • Must have advanced organization skills
  • Able to commit to maintaining superior customer relationships
  • Experience in using Microsoft Office Software products 
  • General knowledge of other personal computer applications

7. BS in Healthcare Administration with 7 years of Experience

  • Experience and/or training, or equivalent combination of education and experience
  • Exceptional and professional written communication skills
  • Ability to maintain a high level of confidentiality
  • Proficiency in Microsoft Office 365
  • Ability to type letters for amendments, additional requirements, declines, not taken and problems
  • Able to follow up on application and agent problems
  • Able to calculate the premium difference and rates using mathematical skills
  • Ability to add, subtract, multiply and divide
  • Able to follow up on all pending requirements
  • Able to process applications with stop payments placed on the check
  • Able to process pending requirements when received and update the database
  • Must be able to work in an environment where procedures change frequently
  • Understand Federal and State requirements for open enrollment, guaranteed issue and underwritten applications
  • Able to update the database with all the appropriate information
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