Insurance Clerk Resume
Insurance clerks are hired by insurance companies for filing, recording, and maintaining documents related to life, home, health, fire, and miscellaneous insurance policies. Their job is to help companies and insured in processing required insurance policies. They send reminders to policy holders about policy renewal, lapse, or forfeit. They also prepare receipts and vouchers for policy payment and post or email it to clients. In addition, processing final payment at the time of policy maturity, updating, and closing necessary and unnecessary records are also managed by these clerks.
Insurance Clerk Resume Example
David L. Keller
3446 South Street
Midland, TX 79701
Phone: 432-934-8200
Email: dlkeller@anymail.com
Career Objective:
To work as an insurance clerk for “Allstate Insurance Corporation,” and prepare, file, store, and maintain documents of policy holders related to all types of insurance.
Summary of Skills:
- Experience of insurance industry and knowledge of insurance rules and procedures
- Excellent clerical, administrative, and organizational skills
- Adept in data entering and maintaining digital and physical files
- Strong attention to detail with good mathematical skills
- Exceptional communication, interpersonal, and coordination skills
- Ability to read, interpret, and explain policy details to customers
Work Experience:
Insurance Clerk
KLM Insurance, Inc., Midland, TX
August 2013 - Present
- Compiling and filing records of insurance policies of individuals and business organizations
- Archiving files and removing unnecessary records
- Assisting customers on renewing, claiming, and opening insurance policy accounts
- Calculating and adding interest charges on delinquent policy accounts
- Answering questions of policy holders regarding billing, service charges, etc.
- Reminding customers about policy renewal dates, collecting payments, and issuing receipts and vouchers
Insurance Clerk
PQR Finances, Inc., Midland, TX
March 2012 - July 2013
- Compiled statistical data and prepared reports for policy holders
- Made changes in the nominee section on insurance policies on request of insured
- Directed complicated customer issues to supervisors and followed up end results
- Conducted research and disclosed claims falsely filed by customers
- Notified customers about changes in service tax, and policies of companies
- Negotiated claim amount with concerned parties and solved issues without intervention of court
Education:
-
High School Diploma
St. Jude High School, Midland, TX
2010
-
Certification in Insurance Management
ABC Technical Institute, Midland, TX
2011
Reference:
On request.
