ISCO Occupation Group 4312.4 Insurance Clerk

From Open Risk Manual

Definition

Insurance Clerk: 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.

Essential Skills

  • Implement Instructions
  • Communicate With Customers
  • Perform Clerical Duties
  • Perform Office Routine Activities
  • Handle Financial Transactions
  • Provide Financial Product Information
  • Handle Paperwork
  • Office Software
  • Electronic Communication
  • Use Office Systems
  • Types Of Insurance
  • Offer Financial Services
  • Write Work-Related Reports
  • Maintain Records Of Financial Transactions


Optional Skills

  • Trace Financial Transactions
  • Identify Customer'S Needs
  • File Claims With Insurance Companies
  • Company Policies
  • Insurance Law
  • Maintain Financial Records
  • Banking Activities
  • Principles Of Insurance
  • Obtain Financial Information
  • Insurance Market
  • Review Insurance Process
  • Analyse Insurance Needs
  • Communicate With Banking Professionals
  • Advise On Financial Matters
  • Present Reports
  • Handle Incoming Insurance Claims
  • Tax Legislation
  • Classify Insurance Claims


Alternative Names

  • 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


Higher Level