Education and training requirements for Claims adjusters, appraisers, examiners, and investigators


Training and entry requirements vary widely for claims adjusters, appraisers, examiners, and investigators. Although many in these occupations do not have a college degree, most companies prefer to hire college graduates. No specific college major is recommended, but a variety of backgrounds can be an asset. A claims adjuster, for example, who has a business or an accounting background might specialize in claims of financial loss due to strikes, equipment breakdowns, or damage to merchandise. College training in architecture or engineering is helpful in adjusting industrial claims, such as those involving damage from fires or other accidents. Some claims adjusters and examiners apply expertise acquired through specialized professional training to adjust claims. A legal background can be beneficial to someone handling workers� compensation and product liability cases. A medical background is useful for those examiners working on medical and life insurance claims.

Because they often work closely with claimants, witnesses, and other insurance professionals, claims adjusters and examiners must be able to communicate effectively with others. Knowledge of computer applications also is extremely important. In addition, a valid driver�s license and a good driving record are required for workers for whom travel is an important aspect of their job. Some companies require applicants to pass a series of written aptitude tests designed to measure communication, analytical, and general mathematical skills.

Licensing requirements for these workers vary by State. Some States have very few requirements, while others require the completion of prelicensing education or a satisfactory score on a licensing exam. Completion of the requirements to earn a voluntary professional designation may in some cases be substituted for the exam requirement. In some States, claims adjusters employed by insurance companies can work under the company license and need not become licensed themselves. Separate or additional requirements may apply for public adjusters. For example, some States require public adjusters to file a surety bond.

Continuing education (CE) in claims is very important for claims adjusters, appraisers, examiners, and investigators because new Federal and State laws and court decisions frequently affect how claims are handled or who is covered by insurance policies. Also, examiners working on life and health claims must be familiar with new medical procedures and prescription drugs. Some States that require licensing also require a certain number of CE credits per year in order to renew the license. These credits can be obtained from a number of sources. Many companies offer training sessions to inform their employees of industry changes. Many schools and associations give courses and seminars on various topics having to with claims. Correspondence courses via the Internet are making long-distance learning possible. Workers also can earn CE credits by writing articles for claims publications or by giving lectures and presentations. In addition, many adjusters and examiners choose to earn professional certifications and designations for independent recognition of their professional expertise. Although requirements for these designations vary, many entail at least 5 to 10 years� experience in the claims field and passing examinations; in addition, a certain number of CE credits must be earned each year to retain the designation.

For auto damage appraiser jobs, insurance companies and independent adjusting firms typically prefer to hire persons with experience as an estimator or manager of an auto-body repair shop. An appraiser must know how to repair vehicles in order to identify and estimate damage, and technical skills are essential. While auto damage appraisers do not require a college education, most companies prefer to hire persons with formal training. Many vocational colleges offer 2-year programs in auto-body repair on how to estimate and repair damaged vehicles. Some States require auto damage appraisers to be licensed, and certification also may be required or preferred. Basic computer skills are an important qualification for many auto damage appraiser positions. As with adjusters and examiners, continuing education is important because of the continual introduction of new car models and repair techniques.

Most insurance companies prefer to hire former law enforcement officers or private investigators as insurance investigators. Many experienced claims adjusters or examiners also become investigators. Licensing requirements vary among States. Most employers look for individuals with ingenuity who are persistent and assertive. Investigators should not be afraid of confrontation, should communicate well, and should be able to think on their feet. Good interviewing and interrogation skills also are important and usually are acquired in earlier careers in law enforcement.

Beginning claims adjusters, appraisers, examiners, and investigators work on small claims under the supervision of an experienced worker. As they learn more about claims investigation and settlement, they are assigned larger, more complex claims. Trainees are promoted as they demonstrate competence in handling assignments and progress in their coursework. Employees who demonstrate competence in claims work or administrative skills may be promoted to more responsible managerial or administrative jobs. Similarly, claims investigators may rise to supervisor or manager of the investigations department. Once they achieve a certain level of expertise, many choose to start their own independent adjusting or auto damage appraising firms.




More information on Claims adjusters, appraisers, examiners, and investigators from The U.S. Department of Labor Bureau of Labor Statistics Occupational Outlook Handbook
Overview of Claims adjusters, appraisers, examiners, and investigators occupation
Number of Claims adjusters, appraisers, examiners, and investigators in the U.S.
Salary and earnings for Claims adjusters, appraisers, examiners, and investigators
Working conditions for Claims adjusters, appraisers, examiners, and investigators
Significant points for Claims adjusters, appraisers, examiners, and investigators
Training requirements for Claims adjusters, appraisers, examiners, and investigators




Labor Information Home | Occupational data by city | Search
Rainforests | Madagascar | What's new