Records clerks and assistants

17 of 25 tasks in this role are things an AI can already do today. Task list mapped via O*NET "Insurance Claims and Policy Processing Clerks" (43-9041.00).

1. Prepare insurance claim forms or related documents, and review them for completeness.

   AI can do thisimportance 4.8/5
2. Pay small claims.

   AI can do thisimportance 4.7/5
3. Post or attach information to claim file.

   AI can do thisimportance 4.6/5
4. Transmit claims for payment or further investigation.

   AI can do thisimportance 4.6/5
5. Review insurance policy to determine coverage.

   AI can do thisimportance 4.5/5
6. Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.

   AI can do thisimportance 4.5/5
7. Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.

   AI can do thisimportance 4.4/5
8. Correspond with insured or agent to obtain information or to inform them of account status or changes.

   AI can do thisimportance 4.3/5
9. Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.

   AI can do thisimportance 4.2/5
10. Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.

    AI can do thisimportance 4.2/5
11. Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.

    AI can do thisimportance 4.1/5
12. Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.

    AI can do thisimportance 3.8/5
13. Compose business correspondence for supervisors, managers, and professionals.

    AI can do thisimportance 3.7/5
14. Notify insurance agent and accounting department of policy cancellation.

    AI can do thisimportance 3.6/5
15. Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.

    AI can do this
16. Enter insurance- and claims-related information into database systems.

    AI can do this
17. Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.

    AI can do this
18. Calculate amount of claim.

    Human workimportance 4.6/5
19. Contact insured or other involved persons to obtain missing information.

    Human workimportance 4.5/5
20. Process and record new insurance policies and claims.

    Human workimportance 4.5/5
21. Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.

    Human workimportance 4.4/5
22. Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.

    Human workimportance 4.1/5
23. Collect initial premiums and issue receipts.

    Human workimportance 4.1/5
24. Interview clients and take their calls to provide customer service and obtain information on claims.

    Human workimportance 3.9/5
25. Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.

    Human work