6 Claims Clerk Job Description Templates and Examples

Claims Clerks are responsible for processing and reviewing insurance claims, ensuring accuracy and compliance with company policies and regulations. They handle documentation, verify claim details, and communicate with clients or other departments to resolve issues. Junior roles focus on administrative tasks and data entry, while senior roles involve more complex claim evaluations, decision-making, and team supervision.

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1. Junior Claims Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Junior Claims Clerk to join our claims processing team at [$COMPANY_NAME]. In this role, you will assist in the review and processing of insurance claims, ensuring that documentation is accurate and compliant with regulatory standards. This position offers an excellent opportunity for growth and development in the insurance sector.

Responsibilities

  • Review insurance claims for completeness and accuracy, ensuring all necessary documentation is included
  • Input claim data into our management system with precision and attention to detail
  • Communicate with policyholders and providers to gather additional information as needed
  • Assist in the identification of discrepancies and help resolve issues impacting claims processing
  • Maintain organized records and files of all claims-related documentation
  • Support senior claims staff in administrative tasks as required

Required and Preferred Qualifications

Required:

  • High school diploma or equivalent
  • Strong attention to detail and commitment to accuracy
  • Basic understanding of insurance terminology and processes
  • Proficient in Microsoft Office Suite, particularly Excel and Word

Preferred:

  • 1+ year of experience in an administrative or clerical role, preferably in insurance or healthcare
  • Familiarity with claims management software is a plus

Technical Skills and Relevant Technologies

  • Proficient in data entry and management
  • Basic knowledge of insurance coding and billing practices
  • Experience with electronic document management systems

Soft Skills and Cultural Fit

  • Excellent verbal and written communication skills
  • Ability to work collaboratively in a team-oriented environment
  • Strong organizational skills and ability to manage multiple tasks
  • Adaptability to changing priorities and workflows
  • Positive attitude and eagerness to learn and grow within the organization

Benefits and Perks

Salary: [$SALARY_RANGE]

As a valued member of our team, you will receive:

  • Comprehensive health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Opportunities for professional development and training
  • Flexible work schedule and remote work options

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity and inclusion in our workforce and is proud to be an Equal Opportunity Employer. We encourage applications from individuals of all backgrounds and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sexual orientation, or any other basis protected by applicable law.

Location

This is a remote position within [$COMPANY_LOCATION].

We encourage applicants from diverse backgrounds and experiences to apply, even if you don’t meet all the qualifications listed. Your unique perspective could be the perfect fit for our team!

2. Claims Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Claims Clerk to join our operations team at [$COMPANY_NAME]. In this hybrid role, you will play a critical part in processing and managing claims, ensuring accuracy and compliance with relevant regulations while providing excellent customer service to our clients.

Responsibilities

  • Review and process incoming claims in a timely manner, ensuring all documentation is complete and accurate
  • Communicate with clients to gather necessary information and clarify any discrepancies in claims
  • Maintain organized records of claims and follow up on outstanding claims to facilitate resolution
  • Collaborate with various departments to ensure seamless claims processing
  • Utilize claims management software to document and track claims progress
  • Identify and report any fraudulent claims or irregularities in documentation

Required and Preferred Qualifications

Required:

  • High school diploma or equivalent; associate degree preferred
  • 1-2 years of experience in claims processing or administrative support
  • Strong attention to detail and organizational skills
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook)

Preferred:

  • Experience with claims management software
  • Knowledge of insurance policies and regulations
  • Excellent verbal and written communication skills

Technical Skills and Relevant Technologies

  • Familiarity with claims processing software and tools
  • Proficiency in data entry and management
  • Basic understanding of insurance terminology and procedures

Soft Skills and Cultural Fit

  • Excellent problem-solving abilities and critical thinking skills
  • Ability to work independently as well as part of a team
  • Strong interpersonal skills with a client-focused approach
  • Adaptability in a dynamic work environment

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Health, dental, and vision insurance
  • Retirement savings plan with company match
  • Paid time off and holidays
  • Employee wellness programs

Equal Opportunity Statement

[$COMPANY_NAME] is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected by law.

Location

This role requires successful candidates to work from the office at least 3 days a week.

3. Senior Claims Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented and experienced Senior Claims Clerk to join our dynamic team. This role is essential in managing the claims process from initiation to resolution, ensuring accuracy, compliance, and exceptional service to our clients. As a senior member of the team, you will also provide guidance and mentorship to junior clerks, contributing to a culture of excellence and continuous improvement.

Responsibilities

  • Review and process claims submissions, verifying completeness and adherence to company policies and procedures.
  • Analyze claim data and documentation to assess eligibility and determine appropriate outcomes.
  • Communicate with claimants, insurance agents, and other stakeholders to gather information and resolve any discrepancies.
  • Maintain accurate records of claims activities and decisions in the claims management system.
  • Identify trends and areas for process improvement, implementing changes that enhance efficiency and customer satisfaction.
  • Provide training and support to junior claims clerks, fostering a collaborative and knowledgeable team environment.

Required and Preferred Qualifications

Required:

  • 5+ years of experience in claims processing or a related field.
  • Strong understanding of claims management processes and relevant regulations.
  • Proven ability to analyze complex data and make informed decisions.
  • Excellent communication and interpersonal skills, with a focus on customer service.

Preferred:

  • Experience with claims management software and tools.
  • Certification in claims processing (e.g., AIC, CPCU) is a plus.
  • Background in insurance or finance is highly desirable.

Technical Skills and Relevant Technologies

  • Proficiency in claims management systems and Microsoft Office Suite (Excel, Word, PowerPoint).
  • Ability to leverage data analytics tools to enhance claims processing capabilities.
  • Familiarity with relevant compliance regulations and industry standards.

Soft Skills and Cultural Fit

  • Strong analytical and problem-solving skills, with attention to detail.
  • Ability to work independently and collaboratively within a remote team.
  • Commitment to continuous learning and professional development.
  • Positive attitude and willingness to take initiative in a fast-paced environment.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Health, dental, and vision insurance.
  • Retirement savings plan with company match.
  • Generous paid time off and holiday schedule.
  • Professional development opportunities and training programs.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law.

Location

This is a remote position within [$COMPANY_LOCATION].

4. Claims Specialist Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Claims Specialist to join our dynamic team at [$COMPANY_NAME]. In this role, you will be responsible for managing and processing insurance claims, ensuring compliance with company policies and regulatory requirements. You will play a critical role in liaising between clients, insurance providers, and internal teams to facilitate timely and accurate claim resolutions.

Responsibilities

  • Review and analyze claims submissions to determine coverage, validity, and accuracy of information provided
  • Process claims in a timely manner, ensuring adherence to company guidelines and industry regulations
  • Communicate effectively with policyholders and claimants to gather necessary information and resolve any discrepancies
  • Collaborate with cross-functional teams to expedite the claims process and improve overall customer experience
  • Maintain detailed and accurate records of claims processing activities for audit and reporting purposes
  • Stay up-to-date with changes in industry regulations and company policies to ensure compliance

Required and Preferred Qualifications

Required:

  • 2+ years of experience in claims processing or a related field within the insurance industry
  • Strong understanding of insurance policies, claims procedures, and regulatory requirements
  • Proficient in using claims management software and Microsoft Office Suite
  • Excellent analytical skills with a keen attention to detail
  • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment

Preferred:

  • Bachelor’s degree in a related field
  • Experience in customer service or client-facing roles
  • Professional certification in claims management (e.g., AIC, CPCU) is a plus

Technical Skills and Relevant Technologies

  • Proficient in claims management systems and databases
  • Familiarity with data analysis tools and reporting software
  • Strong knowledge of industry-standard software applications such as Excel and CRM systems

Soft Skills and Cultural Fit

  • Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues
  • Strong problem-solving abilities, with a commitment to delivering high-quality service
  • Self-motivated and proactive in identifying and addressing challenges in the claims process
  • Demonstrated ability to work collaboratively in a team-oriented environment
  • Adaptable and resilient in the face of changing priorities

Benefits and Perks

We offer a competitive salary and benefits package, including:

  • Annual salary range: [$SALARY_RANGE]
  • Health, dental, and vision insurance
  • 401(k) plan with company match
  • Generous paid time off and holiday schedule
  • Professional development opportunities and tuition reimbursement

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and welcome applicants from all backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Location

This is a hybrid position requiring candidates to work from the office at least 3 days a week at our location in [$COMPANY_LOCATION].

We encourage applicants who may not meet every requirement to apply, as we value diverse experiences and perspectives.

5. Claims Supervisor Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

As a Claims Supervisor at [$COMPANY_NAME], you will play a critical role in overseeing the claims processing team, ensuring accuracy, compliance, and efficiency in all claims operations. You will lead and mentor a group of claims adjusters, driving performance through effective coaching and support while implementing strategic initiatives to enhance overall claims processing.

Responsibilities

  • Supervise daily claims operations, ensuring adherence to company policies and regulatory requirements.
  • Mentor and develop team members, conducting regular performance evaluations and providing constructive feedback.
  • Analyze claims data to identify trends, inefficiencies, and opportunities for process improvement.
  • Collaborate with various departments, including underwriting and customer service, to resolve complex claims issues.
  • Implement training programs to enhance team knowledge on claims processing and industry best practices.
  • Review and approve claims decisions, ensuring that all claims are processed fairly and accurately.

Required and Preferred Qualifications

Required:

  • 5+ years of experience in claims processing or a related field, with at least 2 years in a supervisory role.
  • Strong understanding of claims regulations and industry standards.
  • Excellent analytical and decision-making skills, with a focus on accuracy and compliance.

Preferred:

  • Experience in the insurance industry, specifically in property and casualty claims.
  • Proficiency in claims management software and tools.
  • Relevant professional certifications (e.g., AIC, CPCU) are a plus.

Technical Skills and Relevant Technologies

  • Proficient in claims management systems and data analysis tools.
  • Strong Microsoft Office Suite skills, particularly Excel for reporting and analysis.
  • Familiarity with electronic claims submission and tracking systems.

Soft Skills and Cultural Fit

  • Exceptional communication skills, both verbal and written, with an emphasis on customer service.
  • Ability to lead and motivate a team in a fast-paced environment.
  • Strong problem-solving skills, with a proactive approach to resolving conflicts and challenges.
  • Commitment to fostering a diverse and inclusive work environment.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits include:

  • Comprehensive health, dental, and vision insurance.
  • 401(k) plan with company matching.
  • Paid time off and holidays.
  • Professional development opportunities.
  • Wellness programs and resources.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity and inclusion in the workplace and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, or any other basis protected by applicable law.

Location

This is a remote position within [$COMPANY_LOCATION].

6. Claims Manager Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for an experienced Claims Manager to lead our claims department in delivering exceptional service to our clients while maintaining compliance with industry regulations. In this fully remote role, you will oversee the claims process from initiation to resolution, ensuring efficiency, accuracy, and customer satisfaction.

Responsibilities

  • Manage and oversee the entire claims process, including evaluation, investigation, and negotiation of claims
  • Develop and implement claims policies and procedures to streamline operations and enhance service delivery
  • Collaborate with internal teams to ensure cross-functional alignment and effective communication regarding claims
  • Analyze claims data to identify trends, improve processes, and mitigate risks
  • Ensure compliance with relevant regulations and company standards throughout the claims lifecycle
  • Provide training and mentorship to claims staff, fostering a culture of continuous improvement
  • Serve as the primary contact for escalated claims issues, resolving disputes and ensuring customer satisfaction

Required Qualifications

  • 5+ years of experience in claims management or a related field
  • Proven track record of handling complex claims and negotiations
  • Strong understanding of insurance policies, regulations, and industry best practices
  • Exceptional analytical and problem-solving skills, with the ability to make data-driven decisions
  • Excellent verbal and written communication skills, capable of conveying complex information clearly

Preferred Qualifications

  • Bachelor’s degree in business, finance, or a related field
  • Professional certifications in claims management or insurance (e.g., CPCU, AIC)
  • Experience with claims management software and data analytics tools
  • Ability to adapt to a fast-paced, dynamic work environment

Technical Skills and Relevant Technologies

  • Proficiency in claims management systems and software
  • Familiarity with data analytics tools to track and report on claims performance
  • Experience with CRM systems to manage client relationships and communications

Soft Skills and Cultural Fit

  • Strong leadership skills with a focus on team development and performance management
  • Ability to navigate challenging situations with diplomacy and tact
  • Commitment to delivering exceptional customer service and enhancing client satisfaction
  • A proactive, results-oriented mindset with a passion for continuous improvement

Benefits and Perks

Salary range: [$SALARY_RANGE]

Full-time offers include:

  • Comprehensive healthcare benefits
  • 401(k) with company match
  • Flexible work schedule and remote work options
  • Generous paid time off and holiday schedule
  • Professional development opportunities and training programs

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity and inclusion within its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, or any other basis protected by applicable law.

Location

This is a fully remote position.

We encourage applicants from diverse backgrounds and experiences to apply, even if you don’t meet every qualification listed. Your unique perspectives are what make our team stronger.

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6 Claims Clerk Job Description Templates and Examples | Himalayas