How to Become a Insurance Claims and Policy Processing Clerks in India
Process new insurance policies, modifications to existing policies, and claims forms. Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and comp
- Entry salary
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- Mid-career
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- Senior
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- Outlook
- stable
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About the Insurance Claims and Policy Processing Clerks role
Process new insurance policies, modifications to existing policies, and claims forms. Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and company records. Update existing policies and company records to reflect changes requested by policyholders and insurance company representatives.
What's your education level?
Years of relevant experience?
Do you have any of these key skills?
Skills required
- Customer Service and Conflict Resolution
- Knowledge of IRDAI Regulations and Compliance
- Proficiency in Insurance Management Systems (IMS)
- Attention to Detail in Data Entry
- Claims Verification and Documentation Review
- Microsoft Excel for Reporting and Tracking
- Written Communication for Policy Correspondence
- Analytical Thinking for Policy Assessment
- Time Management and Deadline Adherence
- Basic Medical and Legal Terminology Knowledge
How to enter this career
- 01
Complete a Bachelor’s degree in Commerce, Finance, or Business Administration from a recognized Indian university.
- 02
Obtain a certification from the Insurance Institute of India (III), such as the Licentiate or Associate exam.
- 03
Apply for entry-level operations or back-office roles in private insurance firms or through IBPS exams for public sector insurance companies.
A day in the life
- 9:00 AM - Reviewing new policy applications for completeness and verifying KYC documents like Aadhaar and PAN.
- 11:30 AM - Coordinating with the underwriting team to clarify discrepancies in medical reports or property valuations.
- 2:00 PM - Processing claim settlement requests by cross-referencing policy coverage limits and incident reports.
- 4:00 PM - Updating the Centralized Insurance Repository (CIR) with policy endorsements and address changes.
- 5:30 PM - Responding to customer queries regarding claim status and pending documentation via email or phone.
Salary insights
A Insurance Claims and Policy Processing Clerks in India typically earns Varies. Compensation varies by city, employer and experience.
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