Profession insurance clerk

Insurance clerks obtain, compile and compute statistical or actuarial data or perform clerical tasks relating to the transactions of insurance establishments, banks and other financial establishments.

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Personality Type

  • Conventional / Enterprising

Related professions clerk

Knowledge

  • Office software

    The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.

  • Electronic communication

    Data communication performed through digital means such as computers, telephone or e-mail.

  • Types of insurance

    The various types of risk or loss transfer policies that exist and their characteristics, such as health insurance, car insurance or life insurance.

Skills

  • Handle financial transactions

    Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.

  • Implement instructions

    Being able to implement written or oral instructions.

  • Maintain records of financial transactions

    Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.

  • Offer financial services

    Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.

  • Communicate with customers

    Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.

  • Write work-related reports

    Compose work-related reports that support effective relationship management and a high standard of documentation and record keeping. Write and present results and conclusions in a clear and intelligible way so they are comprehensible to a non-expert audience.

  • Perform clerical duties

    Perform administrative tasks such as filing, typing up reports and maintaining mail correspondence.

  • Use office systems

    Make appropriate and timely use of office systems used in business facilities depending on the aim, whether for the collection of messages, client information storage, or agenda scheduling. It includes administration of systems such as customer relationship management, vendor management, storage, and voicemail systems.

  • Handle paperwork

    Handle work-related paperwork ensuring that all relevant requirements are met.

  • Provide financial product information

    Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.

  • Perform office routine activities

    Program, prepare, and perform activities required to be performed everyday in offices such as mailing, receiving supplies, updating managers and employees, and keeping operations running smoothly.

Optional knowledge and skills

handle incoming insurance claims insurance law advise on financial matters communicate with banking professionals principles of insurance analyse insurance needs identify customer's needs maintain financial records banking activities classify insurance claims trace financial transactions review insurance process company policies tax legislation obtain financial information present reports file claims with insurance companies insurance market

Common job titles

  • Insurance verification clerk
  • Clerk ii, insurance
  • Scanning clerk
  • Buy-in clerk insurance/ healthcare
  • Insurance authorization clerk
  • Hr clerk/adminstrative assistant
  • Inventory control clerk
  • Insurance clerk
  • Mailroom claims clerk