HOW TO GET THERE
Typical pathway
There is no single pathway into this occupation, and requirements can vary by employer. Many people start with a high school diploma and some office, computer, or customer service experience. Others build skills through college programs in office administration, business, insurance, or a related area. Employers may value familiarity with spreadsheets, databases, and document handling, along with strong English or French communication skills depending on the workplace. Short-term training on company systems is common once hired. Students can prepare by taking business, math, computer, and communication courses, and by looking for co-op, volunteer, or part-time office experience where they can practice accuracy, organization, and professional communication.
THE WORK
What you may do
Insurance claims and policy processing clerks prepare, sort, and check insurance documents and records. They enter and update information about policies, claims, payments, and client accounts in computer systems. They review forms for completeness, look for missing details, and forward files to the right person or department. They may answer routine questions from clients, brokers, or other staff, explain basic next steps, and help people understand what information is needed. They also file, organize, and retrieve records, prepare standard correspondence, and help keep office work moving smoothly. Accuracy, confidentiality, and good record keeping are important because the work supports decisions and service in insurance offices.
A DAY IN THE LIFE
What a day can include
A typical day often starts with opening new mail, email, and electronic files. The clerk may sort claims, check policy forms, and enter updates into a system. During the morning, they might compare information across documents to catch errors or missing details before passing files along for review. Later, they may answer routine questions, follow up on incomplete forms, and prepare letters or notices using standard templates. They also spend time filing records, scanning documents, and helping coworkers find the information they need. The work is steady and detail-focused, so staying organized and keeping track of small differences in files is part of the day. Deadlines can matter when claims or policy changes need quick processing.
SKILLS TO BUILD