Main Navigation

Watch this

Related Resources

Community Colleges


Insurance Claims & Policy Processing Clerks

If you're personable and outgoing, this could be the career for you!

Being detail-oriented and a "people person" are some of the key traits needed to be successful as an insurance claims and policy processing clerk. While some travel is possible, most of the work is done from the office. Nonetheless, clerks still have the opportunity to connect with customers via phone and web all over the country to answer questions about their insurance policies. They also make sure that the insurance company has all the necessary information to insure them. If an insurance claim comes in, the clerk obtains all information surrounding the event to settle the matter quickly and efficiently as part of providing good customer service.

The number of Insurance Claims and Policy Processing Clerks jobs in the region are estimated to rise 26% over the ten-year projection period!

Insurance Sales Agents jobs are estimated to rise from 4,950 in 2012 to 6,220 in 2024, a 25.7% increase over the ten-year projection period! 

The region will need over 250 clerks per year!

Annually, 130 of the new job openings in the Insurance Claims and Policy Processing Clerks occupation will be from growth while 125 will be based on replacements

What would you need to succeed?*

These skills, interests, and knowledge areas are recommended for a career as an insurance clerk. The numbers below describe the relative importance of each knowledge/skill area to the occupation.


Customer Service

Meeting the expected quality of customer satisfaction when interacting with customer and potential customers.


Clerical Skills

Knowing standard clerical duties such as word processing, managing files and records, designing forms, and other office procedures and terminology


Communication Skills

Giving full attention to others and what they are saying while also conveying your own ideas clearly and concisely.

*Source: Texas Career Check

Pathway to Becoming an Insurance Claims & Policy Processing Clerk

With a high school diploma or the equivalent, insurance claims and policy clerks can immediately begin on-the-job training, for one month to one year, that will provide the skills they need in this field. Employers typically have opportunities at entry level positions, potentially for those with experience working with the public or in an office environment, but the field is changing for new hires. Government data shows that 22% of workers have a bachelor's degree or higher, 48% of workers have postsecondary non-degree status and 31% were only hired with a high school education, so though there is a minimum requirement, employers are more often looking for higher education in your background.


Licenses & Certifications

While none are required, there is the Insurance Adjuster license offered by the Texas Department of Insurance License Division, and a few certifications offered by The National Alliance for Insurance Education and Research.

Useful Tech for a Head Start

  • Accounting Software (for biling)
  • Database Software: Alpha Software Alpha Five, Microsoft Access, Data entry software, IBM Check Processing Control System CPSC
  • Basic Microsoft Office Suite: Microsoft PowerPoint, Microsoft Word, Microsoft Excel
  • Medical Records Software: Healthcare common procedure coding system HCPCS, Medical condition coding software, Medical procedure coding software

Major Employers in the Gulf Coast Region

Related Occupations: Receptionists, Information ClerksBill and Account Collectors, Secretaries and Administrative Assistants

*Includes the following counties: Austin, Brazoria, Chambers, Colorado, Fort Bend, Galveston, Harris, Liberty, Matagorda, Montgomery, Walker, Waller, and Wharton.

Return To Top