Insurance Clerk Job Description Template

This job description template is for the position of Insurance Clerk. An Insurance Clerk is responsible for handling documentation related to insurance policies, processing policy changes, and supporting customers with their insurance needs. The Insurance Clerk plays an important role in the insurance industry and requires excellent communication and organizational skills. This template can be used as a starting point in creating a job description for Insurance Clerk positions.

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Job Overview

The insurance clerk will be responsible for providing administrative support to insurance agents and customers. They will perform a variety of tasks including data entry, filing, answering phones, and responding to customer inquiries.

Key Responsibilities

  • Enter and update customer information in the company database
  • Prepare and process insurance policies
  • Assist customers with policy questions or concerns
  • Handle incoming and outgoing mail
  • File and maintain records in an organized manner
  • Answer the phone and direct calls to the appropriate agent or department
  • Provide administrative support to the insurance agents as needed


  • High school diploma or equivalent
  • Excellent organizational and time management skills
  • Strong attention to detail
  • Ability to work independently and in a team environment
  • Proficient in Microsoft Office and other computer programs
  • Good communication and customer service skills
  • Prior experience in an administrative or data entry role preferred

The insurance clerk will play a crucial role in the company's success by ensuring that customers receive the highest level of service possible. They will work closely with insurance agents to provide support and perform tasks that are essential to the company's operations. If you are a highly motivated individual with excellent organizational skills, we encourage you to apply for this exciting opportunity.


In today's world, insurance is an essential part of our lives. From car insurance to health insurance, everyone needs some form of insurance to protect themselves and their assets. That's why it's no surprise that there is a high demand for Insurance Clerk jobs in various insurance companies.

As an employer, it's important to create a thorough and detailed job posting to attract the right candidates. In this article, we will cover the important elements to include in an insurance clerk job posting.

Job Title and Summary

  • Give your job posting a clear and concise title that accurately reflects the role. For example, "Insurance Clerk - Entry Level."
  • In the summary section, provide a brief overview of the role and its responsibilities. Emphasize the most important tasks and qualifications that are required for the position.
  • Roles and Responsibilities

    List out the key responsibilities of the insurance clerk position, including:

  • Processing insurance claims and policies
  • Answering phone calls and responding to customer inquiries
  • Maintaining accurate records and documentation
  • Assisting with billing and payment processing
  • Providing excellent customer service
  • Make sure to also highlight any special responsibilities that may be unique to the position or company.

    Qualifications and Requirements

  • List out the necessary qualifications and requirements for the position. Some common qualifications include:
  • High school diploma or equivalent
  • Strong communication and interpersonal skills
  • Experience with Microsoft Office and basic computer skills
  • Attention to detail and ability to work in a fast-paced environment
  • Be sure to include any specific education or experience requirements that are necessary for the position.

    Company Information and Culture

    Provide information about the company, including its values, mission, and culture. This will give applicants a better understanding of the company culture and what it's like to work there.

    You can also include details about employee benefits, such as healthcare, retirement plans, or employee discounts, to showcase the company's commitment to its employees.

    Salary and Benefits

    It's important to be transparent about the salary range and benefits that come with the position. This will help attract candidates who are a good fit for the role and ensure that there are no misunderstandings later on.

    Include both the salary range and benefits, such as healthcare, retirement plans, paid time off, and any other perks that come with the job.


    In conclusion, creating a job posting for an insurance clerk position requires careful attention to detail. By including all the necessary information about the job, company, and benefits, you can attract the right candidates and find the best fit for your team.

    What is an Insurance Clerk?

    An insurance clerk is a professional who processes and manages insurance claims for clients. They work in various fields such as health, auto, property, and life insurance, and are responsible for verifying insurance coverage, reviewing claims, and maintaining accurate records of customer interactions.

    What are the responsibilities of an Insurance Clerk?

  • Verifying insurance coverage for clients
  • Reviewing insurance claims and ensuring that they meet the required criteria
  • Communicating with clients and insurance providers to resolve any claim-related issues
  • Maintaining accurate records of all insurance transactions and interactions with clients
  • Managing and organizing insurance-related documents and paperwork
  • What skills are required for an Insurance Clerk?

  • Excellent communication skills
  • Good organizational skills
  • Attention to detail
  • Ability to work in a team
  • Basic knowledge of insurance policies and benefits
  • Customer service skills
  • What qualifications are required for an Insurance Clerk?

    Most employers require a high school diploma or equivalent. Some may prefer candidates with an associate's degree in a relevant field such as business administration. Previous experience in a customer service role or in the insurance industry is also beneficial.

    What salary can an Insurance Clerk expect?

    The salary of an Insurance Clerk varies depending on the geographical location, level of experience, and industry. On average, an Insurance Clerk can expect a salary of $35,000 to $45,000 per year.

    What are some common interview questions for an Insurance Clerk?

  • What is your knowledge of insurance policies and benefits?
  • How do you handle customer complaints?
  • What is your experience in the insurance industry?
  • How do you manage your workload and prioritize tasks?
  • Give an example of a situation where you had to make a difficult decision?
  • What software programs are you familiar with?
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