Description
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.
EssentialOptional
Theoretical Knowledge
Practical Skills
use office systemsmaintain records of financial transactionsprovide financial product informationperform office routine activitiesfollow written instructionsperform clerical dutieswrite work-related reportsoffer financial serviceshandle paperworkcommunicate with customershandle financial transactionsclassify insurance claimsanalyse insurance needsidentify customer's needsmaintain financial recordshandle incoming insurance claimscommunicate with banking professionalsobtain financial informationreview insurance processadvise on financial matterspresent reportsfile claims with insurance companiestrace financial transactions