Occupation

Claims Adjusters, Examiners, and Investigators

Human Advantage 77%

Significant human skills needed

AI Automation Risk Moderate Risk
3.5 / 10

Some tasks in this role may be augmented by AI, but human oversight and interpersonal skills remain important.

Review settled claims to determine that payments and settlements are made in accordance with company practices and procedures. Confer with legal counsel on claims requiring litigation. May also settle insurance claims.

Also Known As: Accident Investigator, Adjuster, Adjustment Clerk, Benefit Authorizer, Bodily Injury Claims Adjuster, Bodily Injury Claims Examiner, Claims Account Specialist, Claims Adjuster +60 more

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Core Tasks

  1. Examine claims forms and other records to determine insurance coverage.
  2. Analyze information gathered by investigation and report findings and recommendations.
  3. Pay and process claims within designated authority level.
  4. Investigate, evaluate, and settle claims, applying technical knowledge and human relations skills to effect fair and prompt disposal of cases and to contribute to a reduced loss ratio.
  5. Verify and analyze data used in settling claims to ensure that claims are valid and that settlements are made according to company practices and procedures.
  6. Review police reports, medical treatment records, medical bills, or physical property damage to determine the extent of liability.
  7. Investigate and assess damage to property and create or review property damage estimates.
  8. Interview or correspond with agents and claimants to correct errors or omissions and to investigate questionable claims.
  9. Interview or correspond with claimants, witnesses, police, physicians, or other relevant parties to determine claim settlement, denial, or review.
  10. Enter claim payments, reserves and new claims on computer system, inputting concise yet sufficient file documentation.
  11. Resolve complex, severe exposure claims, using high service oriented file handling.
  12. Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.
  13. Confer with legal counsel on claims requiring litigation.
  14. Examine claims investigated by insurance adjusters, further investigating questionable claims to determine whether to authorize payments.
  15. Maintain claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.
  16. Refer questionable claims to investigator or claims adjuster for investigation or settlement.
  17. Collect evidence to support contested claims in court.
  18. Contact or interview claimants, doctors, medical specialists, or employers to get additional information.
  19. Present cases and participate in their discussion at claim committee meetings.
  20. Report overpayments, underpayments, and other irregularities.
  21. Attend mediations or trials.

Supplemental Tasks (6)

  1. Supervise claims adjusters to ensure that adjusters have followed proper methods.
  2. Conduct detailed bill reviews to implement sound litigation management and expense control.
  3. Communicate with reinsurance brokers to obtain information necessary for processing claims.
  4. Prepare reports to be submitted to company's data processing department.
  5. Examine titles to property to determine validity and act as company agent in transactions with property owners.
  6. Obtain credit information from banks and other credit services.

Education & Training

Job Zone 4 Job Zone Four: Considerable Preparation Needed
Education: Most of these occupations require a four-year bachelor's degree, but some do not.
Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
On-the-Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

Education Level Distribution

Percentage of workers in this occupation with each education level.

Bachelor's Degree
56%
High School Diploma - or the equivalent (for example, GED)
13%
Associate's Degree (or other 2-year degree)
12%
Some College Courses
12%
Doctoral Degree
4%
Post-Secondary Certificate - awarded for training completed after high school (for example, in agriculture or natural resources, computer services, personal or culinary services, engineering technologies, healthcare, construction trades, mechanic and repair technologies, or precision production)
3%
Master's Degree
1%

Technology & Tools

Hot Technologies

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

Software (73)

  • 4n6xprt Systems StiffCalcs
  • ADP software
  • ARSoftware WinSMAC
  • Agency Management Systems AMS 360
  • Apple Safari
  • AutoClaims Direct DirectLink
  • Automatic Data Processing Autosource
  • Automatic Data Processing Claims Manager & Dispatch
  • Automatic Data Processing Estimating
  • Axonwave Fraud and Abuse Management System
  • BCCORP Burkitt W5
  • BCCORP W5 for Adjusters
  • Bill review software
  • Bramerhill ClaimsTech
  • Bridium Claims 3
  • Brightwork Alyce Claims Systems
  • Business software applications
  • CAD Zone Insurance
  • CCC EZNet electronic communications network
  • CCC GuidePost Decision Support
  • CCC Pathways Appraisal Quality Solution
  • CCC Pathways Image Management Solution
  • CCC TL2000 Solution
  • CGI INSideOUT
  • CGI-AMS BureauLink Enterprise
  • CSC Automated Work Distributor AWD
  • CSC Colossus
  • CSC Fault Evaluator
  • Captiva InputAccel
  • Castek Insure3 Claims
  • Claims processing administration and management software
  • Clear Technology Tranzax
  • Computerized voice stress analyzer CVSA software
  • Corporate Systems ClaimsPro
  • Covansys ClaimConnect
  • Datanex ClaimTrac
  • Document management system software
  • Fair Isaac Claims Advisor
  • Fair Isaac SmartAdvisor
  • First Notice Systems ClaimCapture
  • Healthcare common procedure coding system HCPCS
  • Hummingbird Legal Bill Review
  • Hyland OnBase Enterprise Content Management
  • IBM Fraud and Abuse Management System
  • ISO ClaimSearch
  • ISO NetMap for Claims
  • InSystems Calligo Document Management System
  • Injury Sciences EDR InSight
  • Insurance claims fraud detection software
  • LexisNexis RiskWise
  • Magnify Predictive Targeting System
  • MapScenes Evidence Recorder
  • MapScenes Pro
  • Medical condition coding software
  • Medical procedure coding software
  • Microsoft Publisher
  • Mozilla Firefox
  • PhotoModeler
  • Property damage, bodily injury, and liability estimation software
  • QwikQuote software
  • Simsol for Adjusters
  • StrataCare StrataWare eReview
  • Tropics Claims Reserve Management
  • Turtle Creek Software Goldenseal Architect
  • Visual Statement Investigator Suite
  • Xactware Xactimate

Tools & Equipment (13)

  • Data collectors
  • Desktop computers
  • Event data recorders
  • Field computers
  • Handheld computers
  • Measure markers
  • Mobile wireless handheld communication devices
  • Notebook computers
  • Personal computers
  • Personal digital assistants PDA
  • Scanners
  • Tablet computers
  • Total stations

Where This Career Leads

Career progression organized by specialty track and experience level.

Insurance Advanced Manufacturing

Zone 4
Claims Adjusters, Examiners, and Investigators You are here
Zone 5
Mathematicians 75% match

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