Insurance policy clerks review new policy applications to make sure they are filled out correctly. If information is missing, they contact the insurance agent for more information. Then they send the applications to underwriters for review. If the company decides to issue a policy, policy clerks get the forms ready. Then clerks let the insurance sales agent know the status of the application.
Clerks also update existing policies.
Items that may change include items such as the amount of coverage. They may also recalculate the monthly charges for coverage. Finally, insurance policy clerks mail notices about the changes to the sales agent and the policyholder. They keep files for each policyholder, including policies that are to be reinstated or canceled. Claims clerks gather information from policyholders about claims, such as automobile accidents.