Roles · Insurance

AI underwriting assistant

Processes insurance policies and claims. Obtains information from policyholders to verify accuracy. Updates records and calculates claim amounts.

Rosa Morgan“I process policies and calculate claim amounts.”An example character, not a real person.
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Underwriting assistant · What it does

Three tasks it takes off your hands

  1. Prepare insurance claim forms and review them for completeness.
  2. Calculate amount of claim.
  3. Process and record new insurance policies and claims.
Where these come from

The tasks of “Insurance Claims and Policy Processing Clerks” (O*NET 43-9041.00), as O*NET lists them:

  • Prepare insurance claim forms or related documents, and review them for completeness.
  • Calculate amount of claim.
  • Process and record new insurance policies and claims.

Underwriting assistant · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Microsoft Access

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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