Top 12 Claims Clerk Skills to Put on Your Resume

To make a Claims Clerk resume sing, spotlight a mix of precise technical know-how and calm, reliable people skills. Show how you keep claims moving without dropping data, how you handle tough conversations with grace, and how you troubleshoot snarls before they turn into delays. Put these strengths front and center so hiring managers can’t miss them.

Claims Clerk Skills

1. Data Entry
2. Microsoft Excel
3. Claims Processing
4. Customer Service
5. Salesforce CRM
6. Attention to Detail
7. Negotiation
8. Time Management
9. Oracle Financials
10. Analytical Thinking
11. Documentation Management
12. SAP ERP

1. Data Entry

For a Claims Clerk, data entry means getting the right information into the right fields—fast and accurately—so every claim can be tracked, verified, and resolved without confusion.

Why It's Important

Accurate entries fuel clean workflows. Mistakes create rework, delays, and unhappy customers. Good data in, smoother decisions out.

How to Improve Data Entry Skills

Boost accuracy and speed with targeted habits and tools:

1. Use smart forms and validation: Reduce typos with required fields, dropdowns, and error flags.

2. Standardize steps: Clear procedures and templates keep entries consistent across the team.

3. Adopt a double-check routine: Quick second passes or peer spot checks catch small slips.

4. Sharpen typing: Regular practice raises speed while lowering errors.

5. Shortcuts and macros: Automate repetitive keystrokes and formatting where possible.

6. Refresh training: Schedule periodic tune-ups on systems, rules, and new features.

7. Ergonomics matter: Comfortable setups cut fatigue and keep accuracy steady.

8. Centralized storage: Shared, secure repositories prevent version chaos and speed retrieval.

Small improvements stack up quickly into fewer errors and faster cycle times.

How to Display Data Entry Skills on Your Resume

2. Microsoft Excel

Excel is the Claims Clerk’s workbench: tables for structure, formulas for math, filters to find the signal, visuals for quick reads.

Why It's Important

It organizes messy details, speeds calculations, reveals trends, and turns raw numbers into decisions and clear reports.

How to Improve Microsoft Excel Skills

Level up where it counts most:

1. Data organization: Use tables, filters, and sorting to manage claim lists cleanly.

2. Core functions: Master SUM, AVERAGE, IF, XLOOKUP/VLOOKUP, INDEX/MATCH, and TEXT functions.

3. Data validation: Constrain inputs to improve integrity and reduce rework.

4. PivotTables: Summarize high volumes fast; slice by status, adjuster, region, or type.

5. Conditional formatting: Flag exceptions—over-threshold amounts, aging claims, missing fields.

6. Shortcuts: Keyboard fluency trims minutes off every task.

These skills speed analysis and reduce “where did that number come from?” moments.

How to Display Microsoft Excel Skills on Your Resume

3. Claims Processing

Claims processing covers the full arc: intake, verification, documentation, adjudication, and closure—always aligned with policy terms and regulations.

Why It's Important

It’s the heartbeat of service and financial accuracy. Swift, correct processing protects trust and keeps costs predictable for everyone involved.

How to Improve Claims Processing Skills

Make it faster, cleaner, and clearer:

1. Automate routine steps: Use claims platforms and rules engines to prefill, route, and validate.

2. Standardize workflows: Clear playbooks for each claim type limit variation and uncertainty.

3. Ongoing training: Refresh on policy updates, fraud indicators, and system features.

4. Data quality gates: Upfront checks prevent downstream exceptions and rework.

5. Proactive claimant updates: Status notifications and simple timelines reduce inbound calls and anxiety.

6. Feedback loops: Collect insights from staff and customers to spot bottlenecks fast.

7. Compliance and security: Align with current insurance regulations and data protection laws, with documented controls.

Focus on these levers, and cycle times shrink while accuracy climbs.

How to Display Claims Processing Skills on Your Resume

4. Customer Service

In claims, customer service means guiding people through stressful moments, translating policy language into plain speech, and keeping expectations steady and fair.

Why It's Important

Empathy plus clarity turns tense experiences into trust. It also reduces escalations and repeat contacts.

How to Improve Customer Service Skills

Dial up care and clarity:

1. Active listening: Let customers finish, paraphrase back, confirm you’ve got it right.

2. Empathy first: Acknowledge the situation before explaining steps.

3. Plain language: Skip jargon. Offer timelines, next actions, and what you need from them.

4. Responsiveness: Tighten response SLAs; set call-back windows and meet them.

5. Smart tooling: Use ticketing and knowledge bases to resolve faster and consistently.

6. Follow-through: Close the loop after resolutions to confirm satisfaction.

People remember how you made them feel—and how quickly you solved the problem.

How to Display Customer Service Skills on Your Resume

5. Salesforce CRM

Salesforce centralizes customer details, interactions, and claim activity so clerks can see the full picture and act quickly.

Why It's Important

Real-time tracking, streamlined communication, and cleaner records mean fewer handoffs, fewer surprises, and faster resolutions.

How to Improve Salesforce CRM Skills

Make Salesforce work harder for claims:

1. Automate with Flow: Build flows to route claims, send updates, and enforce data checks. (Process Builder has been phased out in favor of Flow.)

2. Tailor the workspace: Use Lightning App Builder to surface the fields, lists, and related records claims teams use every day.

3. Integrate systems: Connect policy, billing, and document tools (e.g., via MuleSoft or APIs) to cut swivel-chair work.

4. Dashboards that matter: Monitor queues, turnaround times, and aging by type to spot issues early.

5. Service channels: Enable email, phone, chat, and case management in Service Cloud for timely updates and consistent handling.

Well-designed automations and layouts shave minutes off every claim.

How to Display Salesforce CRM Skills on Your Resume

6. Attention to Detail

It’s the discipline of catching the tiny things—mismatched dates, missing signatures, off-by-one numbers—before they snowball.

Why It's Important

Fewer errors mean faster payouts, stronger compliance, and less back-and-forth with customers and partners.

How to Improve Attention to Detail Skills

Make precision a habit:

1. Checklists: Standard step lists for each claim type reduce misses.

2. Two-pass reviews: Finish, pause, then review with fresh eyes—or swap quick peer checks.

3. Cut distractions: Batch email, use focused time blocks, and keep your workspace clean.

4. Organize inputs: Structured folders, clear naming, and version control keep records tidy.

5. Practice and feedback: Track error types; adjust workflows and training where patterns appear.

Consistency beats intensity. Small daily habits guard against big mistakes.

How to Display Attention to Detail Skills on Your Resume

7. Negotiation

In claims, negotiation is about finding fair, policy-aligned outcomes when expectations and assessments don’t immediately match.

Why It's Important

Skilled negotiation resolves disputes faster, preserves relationships, and keeps settlements equitable.

How to Improve Negotiation Skills

Strengthen your approach:

1. Prep deeply: Know the policy, the documentation, and the claimant’s priorities.

2. Build rapport: Respectful tone and shared goals defuse tension.

3. Listen to uncover interests: Hidden constraints often emerge when you ask and pause.

4. Be clear and concise: Explain rationale, constraints, and options without fluff.

5. Seek win-win: Offer alternatives that meet policy and address core needs.

6. Know your walk-away: Set boundaries before talks begin and stick to them.

Preparation plus empathy equals smoother outcomes.

How to Display Negotiation Skills on Your Resume

8. Time Management

It’s the craft of prioritizing intake, documentation, follow-ups, and wrap-up—without letting deadlines or quality slip.

Why It's Important

Quicker turnarounds, fewer bottlenecks, and happier customers. Everything flows better when time is handled well.

How to Improve Time Management Skills

Work smarter, minute by minute:

1. Prioritize: Separate urgent from important and plan accordingly.

2. Plan tomorrow today: Rough in your schedule the night before; set reminders.

3. Use task tools: Boards and lists (e.g., digital planners) keep work visible and on track.

4. Limit interruptions: Batch communications and set do-not-disturb windows.

5. Breaks that help: Short, regular pauses keep focus sharp over long stretches.

6. Delegate smartly: Share tasks that fit teammates’ lanes when available.

7. Say no when needed: Protect capacity to maintain quality.

Structure creates calm—and calm produces consistent results.

How to Display Time Management Skills on Your Resume

9. Oracle Financials

Oracle Financials (part of Oracle E‑Business Suite and Oracle Cloud ERP) supports accounts payable/receivable, general ledger, and related financial flows that intersect with claims.

Why It's Important

Accurate postings, clean reconciliations, and clear audit trails make claims payouts traceable and compliant.

How to Improve Oracle Financials Skills

Raise efficiency and confidence:

1. Role-based training: Focus on the exact modules and tasks Claims Clerks use most.

2. Automate repetitive steps: Use workflow rules and approvals to cut manual handoffs.

3. Analytics and reporting: Monitor turnaround, exceptions, and payment statuses with dashboards.

4. Integrations: Connect claims, policy, and finance systems to reduce duplicate data entry.

5. Feedback channel: Let users report friction points so admins can tune configurations.

6. Stay current: Apply updates and patches promptly to gain features and security fixes.

A well-tuned setup shortens reconciliation cycles and lowers error rates.

How to Display Oracle Financials Skills on Your Resume

10. Analytical Thinking

Break claims into parts, test assumptions, spot patterns, and choose actions based on evidence—not hunches.

Why It's Important

It helps catch inconsistencies, flag potential fraud, and justify decisions with clear reasoning.

How to Improve Analytical Thinking Skills

Build the muscle with practice and feedback:

1. Problem drills: Puzzles, logic games, and scenario walkthroughs sharpen reasoning.

2. Critical thinking: Study common fallacies and frameworks; apply them to real cases.

3. After-action reviews: Revisit past claims decisions to learn what worked and why.

4. Industry awareness: Follow insurance trends, regulatory shifts, and fraud patterns.

5. Structured learning: Short courses in analytics, statistics, or risk sharpen judgment.

Over time, you’ll see signals faster and make cleaner calls.

How to Display Analytical Thinking Skills on Your Resume

11. Documentation Management

This is the backbone of claims: capturing, labeling, storing, and retrieving every file, form, and note without hunting.

Why It's Important

Good document control reduces errors, speeds audits, and keeps everyone on the same page—literally.

How to Improve Documentation Management Skills

Make documents easy to find and trust:

1. Digitize consistently: Scan paper and convert to searchable formats.

2. Use a DMS: Version control, permissions, and metadata make organizing simpler.

3. Name things clearly: Adopt naming rules for files and folders that anyone can follow.

4. Automate workflows: Route documents for review, approval, and archiving without manual nudges.

5. Train routinely: Teach new hires and refresh veterans on conventions and tools.

6. Audit regularly: Spot gaps, stale files, and access issues before they bite.

When everything has a place, nothing goes missing.

How to Display Documentation Management Skills on Your Resume

12. SAP ERP

SAP ERP—now commonly SAP S/4HANA—ties finance, operations, and service together so claims data flows cleanly across teams.

Why It's Important

Integrated processes cut manual entry, improve accuracy, and accelerate the path from claim to payment.

How to Improve SAP ERP Skills

Turn the system into a force multiplier:

1. Automate entries: Use workflow and RPA to capture routine fields and trigger approvals.

2. CRM integration: Sync customer and policy data so claim details stay consistent.

3. Analytics: Use SAP analytics to monitor volumes, cycle times, and exception trends.

4. Self-service: Enable portals for claim submission and status checks to reduce clerical load.

5. Targeted training: Focus on the exact S/4HANA apps and Fiori tiles your team touches daily.

6. Keep it updated: Apply upgrades and security patches to maintain speed and compliance.

With the right setup, the system does the heavy lifting and the team handles the nuance.

How to Display SAP ERP Skills on Your Resume