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Adjustment Clerk Job Description

What does an Adjustment Clerk do?

An Adjustment Clerk is responsible for reviewing and processing claims for various types of insurance policies. They ensure that all information provided is accurate and complete, and they work closely with other departments to resolve any discrepancies or issues that may arise. These clerks must be detail-oriented and have exceptional organisational and communication skills, as they often interact with customers and other stakeholders. In addition, they may be required to perform other administrative duties as needed, such as data entry, filing, and answering phone calls.

Our Adjustment Clerk job description includes the Adjustment Clerk responsibilities, duties, skills, education, qualifications, and experience.

Adjustment Clerk Example


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If you need an example job description for an Adjustment Clerk download the one below, alternatively we have many other Banking and Insurance job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does an Adjustment Clerk do?

An Adjustment Clerk is responsible for the accurate and timely processing of financial adjustments to customer accounts. This involves the review of account information, investigation of customer queries and the resolution of payment discrepancies. The Adjustment Clerk will also be responsible for ensuring that customer accounts are updated correctly and that any necessary refunds are processed promptly and accurately. In addition, they will provide excellent customer service and maintain positive relationships with customers.

Adjustment Clerk Role Purpose

The purpose of an Adjustment Clerk is to ensure that the financial accounts of an organisation are up to date and accurate. This involves reconciling the company's accounts, investigating and resolving discrepancies, and preparing and processing adjustments to the accounts. The Adjustment Clerk is responsible for verifying and correcting data, maintaining financial records, and preparing reports to support the organisation's financial position. Additionally, the Adjustment Clerk may be responsible for other tasks such as analyzing and preparing financial statements, preparing payrolls, and providing advice and assistance to management on financial matters.

Adjustment Clerk Role

An Adjustment Clerk is responsible for reviewing financial documents, calculating and verifying financial data, and resolving discrepancies in order to maintain accurate financial records. They may also be responsible for preparing financial reports and ensuring compliance with accounting standards.

Adjustment Clerk Duties

  • Processing customers' payments
  • Reconciling accounts
  • Handling customer queries and complaints
  • Maintaining accurate records
  • Updating inventory and stock levels

Adjustment Clerk Requirements

  • Ability to process financial documents accurately and efficiently
  • Good organisational and communication skills
  • Proficient in Microsoft Office Suite
  • Experience in accounting and bookkeeping
  • Knowledge of financial regulations and procedures

Adjustment Clerk Skills

  • Accuracy
  • Record keeping
  • Organisational skills
  • Data entry
  • Verifying payments

Adjustment Clerk Personal Traits

  • Organised
  • Attentive to detail
  • Able to work accurately and quickly

How to write an Adjustment Clerk Job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.

Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.

How to write an Adjustment Clerk Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

Job Description Advice - Guidance on How to Personalise an Adjustment Clerk Job Specification

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

Job Description Tips - Help on formatting an Adjustment Clerk Job Specification

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.

How to Hire an Adjustment Clerk

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

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