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Claims Representative

Quick Facts

Median Salary$55,252
Most Common EducationBachelor's degree
Projected 10-Year Growth+9.14%
Assessment MatchTake the Assessment

What They Do

A Claims Representative accepts and reviews applications for insurance and provides information to insurance agents. Assists insurance customers, answers questions and processes requests to change or cancel policies. May assist with insurance claims that are disputed, review claims and policy coverage and help to negotiate agreements between customers and an insurance company.


Core Tasks:

  • Prepare insurance claim forms or related documents, and review them for completeness.
  • Calculate amount of claim.
  • Post or attach information to claim file.
  • Transmit claims for payment or further investigation.
  • Contact insured or other involved persons to obtain missing information.
  • Review insurance policy to determine coverage.
  • Process and record new insurance policies and claims.
  • Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
  • Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
  • Correspond with insured or agent to obtain information or to 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.
  • Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
  • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
  • Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
  • Notify insurance agent and accounting department of policy cancellation.

What to expect as a Claims Representative

1Earn a Bachelor's degree

47% of people achieve this level of education.

2Gain skills and experience

See Claims Representative related courses on Tallo

3Land a job

1550 openings for Claims Representatives

Career Progression

in United States (Nation)

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