Insurance Policy Processing Clerk Resume Template

The insurance policy processing clerk handles insurance applications assigned to his or her section (life or non-life, special insurance products, etc), changes to existing policies, reinstatement of lapsed policies and cancellations.  The responsibilities include review and confirmation that all relevant information fields are completely filled out in the application form along with the submission of any required document.

Insurance Policy Processing Clerk Resume Template

Sandra T. Brewster

Chula Vista, San Diego, CA

Phone 618-022-9023


To be part of a large life insurance company in the metro as an Insurance Policy Processing Clerk

Summary of Qualification

  • 6 years of experience as an auto insurance appraiser in an exclusively auto insurance company.
  • Excellent knowledge in the legal requirements for auto insurance and the various insurance products available for consumers and companies.
  • Excellent communication skills in English

Career Experience/Job History

2004 – Present:  Life Insurance Policy Processor, Wells Fargo

  • Accept and process insurance policy application from agents and brokers.
  • Accept and process change requests on existing policies.
  • Calls applicants to verify data contained in the application
  • Organize and update system database on policy changes,
  • Monitor lapsed policies for automatic renewal and reinstatement according to corporate policies,
  • Process policy cancellation requests from agents or clients
  • Coordinate with agents and brokers on insurance policy approvals, reinstatements and cancellations.
  • Mentor new hires in insurance processing while on the job.


2003 – 2004: Diploma in Insurance Management, Online Course from Western Governors University

1999 – 2003:  Bachelor of Arts in Economics, Baltimore Hebrew University

Professional reference will be furnished upon request

Category: Insurance Loans Resume Templates

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