insurance clerk (EN)
ISCO 4312 · v1.2.1
Insurance clerks perform general clerical and administrative duties in an insurance company, other service institution, for a self-employed insurance agent or broker or for a government institution. They offer assistance and provide information about insurances to customers and they manage the paperwork of insurance agreements.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- insurance office clerk
- insurance officer
- indemnity administrator
- insurance assistant
- insurance administration clerk
- insurance reconciliation clerk
- insurance accounts clerk
- insurance agent
- insurance management assistant
- personal lines insurance clerk
Skills and knowledge
Essential (EN) · 14
- communicate with customers
- handle paperwork
- follow written instructions
- maintain records of financial transactions
- use office systems
- perform office routine activities
- write work-related reports
- perform clerical duties
- office software
- electronic communication
- offer financial services
- provide financial product information
- handle financial transactions
- types of insurance
Optional (EN) · 18
- trace financial transactions
- insurance law
- banking activities
- analyse insurance needs
- review insurance process
- communicate with banking professionals
- identify customer's needs
- obtain financial information
- advise on financial matters
- file claims with insurance companies
- handle incoming insurance claims
- principles of insurance
- present reports
- tax legislation
- classify insurance claims
- company policies
- maintain financial records
- insurance market
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