- Description
- Work Activities
- Abilities
- Interests
- Knowledge
- Wages
- Skills
- Work Values
- Work Styles
- Related Degrees
- Work Context
- Task Ratings
- Education
Job Description: Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by agents, and verifying the accuracy of insurance company records.
Insurance Policy Processing Clerks spend a lot of their time Organizing, Planning, and Prioritizing Work. They are naturally good at Near Vision, Oral Comprehension, Oral Expression, and Written Comprehension. Insurance Policy Processing Clerks are typically characterized as being Conventional and Enterprising. They are usually very knowledgable about Clerical, Customer and Personal Service, and English Language and are skilled at Active Listening and Reading Comprehension.
Work Activities
Organizing, Planning, and Prioritizing Work
Communicating with Persons Outside Organization
Updating and Using Relevant Knowledge
Establishing and Maintaining Interpersonal Relationships
Getting Information
Communicating with Supervisors, Peers, or Subordinates
Processing Information
Resolving Conflicts and Negotiating with Others
Identifying Objects, Actions, and Events
Monitor Processes, Materials, or Surroundings
Making Decisions and Solving Problems
Evaluating Information to Determine Compliance with Standards
Documenting/Recording Information
Selling or Influencing Others
Analyzing Data or Information
Performing for or Working Directly with the Public
Interpreting the Meaning of Information for Others
Coordinating the Work and Activities of Others
Interacting With Computers
Monitoring and Controlling Resources
Performing Administrative Activities
Scheduling Work and Activities
Developing and Building Teams
Judging the Qualities of Things, Services, or People
Assisting and Caring for Others
Thinking Creatively
Estimating the Quantifiable Characteristics of Products, Events, or Information
Developing Objectives and Strategies
Coaching and Developing Others
Training and Teaching Others
Handling and Moving Objects
Controlling Machines and Processes
Inspecting Equipment, Structures, or Material
Guiding, Directing, and Motivating Subordinates
Provide Consultation and Advice to Others
Abilities
Near Vision
Oral Comprehension
Oral Expression
Written Comprehension
Speech Recognition
Written Expression
Number Facility
Speech Clarity
Deductive Reasoning
Mathematical Reasoning
Category Flexibility
Problem Sensitivity
Information Ordering
Inductive Reasoning
Perceptual Speed
Fluency of Ideas
Flexibility of Closure
Selective Attention
Far Vision
Originality
Finger Dexterity
Speed of Closure
Visualization
Time Sharing
Memorization
Hearing Sensitivity
Control Precision
Manual Dexterity
Visual Color Discrimination
Arm-Hand Steadiness
Auditory Attention
Depth Perception
Interests
Conventional
Enterprising
Social
Investigative
Realistic
Artistic
Knowledge
Clerical
Customer and Personal Service
English Language
Computers and Electronics
Administration and Management
Sales and Marketing
Mathematics
Education and Training
Communications and Media
Economics and Accounting
Telecommunications
Law and Government
Psychology
Production and Processing
Personnel and Human Resources
Public Safety and Security
Geography
Transportation
Sociology and Anthropology
Philosophy and Theology
Medicine and Dentistry
Wages
Alaska
$39,850
Nevada
$38,720
New York
$38,100
Connecticut
$37,870
Massachusetts
$37,840
Maryland
$37,420
New Jersey
$37,410
Pennsylvania
$37,320
California
$37,300
Washington
$37,260
Colorado
$37,250
Rhode Island
$37,240
Illinois
$36,230
Tennessee
$35,670
Idaho
$35,450
New Hampshire
$35,350
Delaware
$34,910
Arizona
$34,670
Missouri
$34,560
Ohio
$34,550
Texas
$34,420
Oregon
$34,200
Michigan
$33,980
Minnesota
$33,660
Indiana
$33,250
Virginia
$33,240
Wisconsin
$33,130
Vermont
$33,020
Oklahoma
$32,990
Hawaii
$32,960
Maine
$32,870
Georgia
$32,450
South Carolina
$32,360
Kentucky
$32,270
Mississippi
$32,220
Iowa
$32,160
Nebraska
$31,730
Kansas
$31,690
North Carolina
$31,420
Florida
$31,310
Utah
$31,210
Arkansas
$31,130
Alabama
$30,900
North Dakota
$30,240
Montana
$30,080
Louisiana
$29,890
Virgin Islands
$29,530
New Mexico
$28,850
West Virginia
$27,510
South Dakota
$25,500
Guam
$25,130
Wyoming
$24,250
Puerto Rico
$22,670
Skills
Active Listening
Reading Comprehension
Critical Thinking
Speaking
Judgment and Decision Making
Service Orientation
Mathematics
Writing
Active Learning
Coordination
Complex Problem Solving
Monitoring
Time Management
Social Perceptiveness
Persuasion
Negotiation
Systems Analysis
Management of Financial Resources
Management of Personnel Resources
Instructing
Learning Strategies
Systems Evaluation
Management of Material Resources
Operation Monitoring
Quality Control Analysis
Programming
Operations Analysis
Work Values
Support
Relationships
Independence
Achievement
Working Conditions
Recognition
Work Styles
Integrity
Attention to Detail
Persistence
Cooperation
Self Control
Dependability
Initiative
Stress Tolerance
Achievement/Effort
Independence
Concern for Others
Social Orientation
Adaptability/Flexibility
Leadership
Analytical Thinking
Innovation
Related University Degree Programs
Work Context
Indoors, Environmentally Controlled
Spend Time Sitting
Contact With Others
Telephone
Electronic Mail
Letters and Memos
Structured versus Unstructured Work
Work With Work Group or Team
Deal With External Customers
Importance of Being Exact or Accurate
Importance of Repeating Same Tasks
Face-to-Face Discussions
Freedom to Make Decisions
Time Pressure
Frequency of Decision Making
Spend Time Making Repetitive Motions
Impact of Decisions on Co-workers or Company Results
Coordinate or Lead Others
Deal With Unpleasant or Angry People
Degree of Automation
Level of Competition
Physical Proximity
Frequency of Conflict Situations
Consequence of Error
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Responsibility for Outcomes and Results
Sounds, Noise Levels Are Distracting or Uncomfortable
Responsible for Others' Health and Safety
Duration of Typical Work Week
Pace Determined by Speed of Equipment
Public Speaking
Spend Time Standing
Spend Time Walking and Running
Spend Time Bending or Twisting the Body
Spend Time Kneeling, Crouching, Stooping, or Crawling
Outdoors, Exposed to Weather
Deal With Physically Aggressive People
In an Enclosed Vehicle or Equipment
Exposed to Minor Burns, Cuts, Bites, or Stings
Outdoors, Under Cover
Work Schedules
Spend Time Keeping or Regaining Balance
Very Hot or Cold Temperatures
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Spend Time Climbing Ladders, Scaffolds, or Poles
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Exposed to Disease or Infections
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to Contaminants
Exposed to High Places
-40 hours-
Duration of Typical Work Week
-A lot of freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-About half the time-
Spend Time Bending or Twisting the Body
Spend Time Walking and Running
Spend Time Making Repetitive Motions
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Sitting
Spend Time Standing
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Keeping or Regaining Balance
-Completely automated-
Degree of Automation
-Constant contact with others-
Contact With Others
-Contact with others about half the time-
Contact With Others
-Contact with others most of the time-
Contact With Others
-Continually or almost continually-
Spend Time Sitting
Spend Time Making Repetitive Motions
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Keeping or Regaining Balance
Spend Time Walking and Running
Spend Time Standing
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
-Every day-
Indoors, Environmentally Controlled
Electronic Mail
Telephone
Letters and Memos
Frequency of Decision Making
Face-to-Face Discussions
Time Pressure
Deal With Unpleasant or Angry People
Sounds, Noise Levels Are Distracting or Uncomfortable
Frequency of Conflict Situations
Very Hot or Cold Temperatures
Extremely Bright or Inadequate Lighting
In an Open Vehicle or Equipment
Exposed to Disease or Infections
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
In an Enclosed Vehicle or Equipment
Exposed to Contaminants
Exposed to High Places
Outdoors, Under Cover
Exposed to Radiation
Public Speaking
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
-Extremely competitive-
Level of Competition
-Extremely important-
Work With Work Group or Team
Importance of Repeating Same Tasks
Deal With External Customers
Importance of Being Exact or Accurate
Coordinate or Lead Others
Pace Determined by Speed of Equipment
-Extremely serious-
Consequence of Error
-Fairly important-
Importance of Being Exact or Accurate
Coordinate or Lead Others
Deal With External Customers
Importance of Repeating Same Tasks
Work With Work Group or Team
Pace Determined by Speed of Equipment
-Fairly serious-
Consequence of Error
-High responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Highly automated-
Degree of Automation
-Highly competitive-
Level of Competition
-I don't work near other people (beyond 100 ft.)-
Physical Proximity
-I work with others but not closely (e.g., private office)-
Physical Proximity
-Important-
Coordinate or Lead Others
Deal With External Customers
Importance of Repeating Same Tasks
Importance of Being Exact or Accurate
Work With Work Group or Team
Pace Determined by Speed of Equipment
-Important results-
Impact of Decisions on Co-workers or Company Results
-Irregular (changes with weather conditions, production demands, or contract duration)-
Work Schedules
-Less than 40 hours-
Duration of Typical Work Week
-Less than half the time-
Spend Time Standing
Spend Time Walking and Running
Spend Time Bending or Twisting the Body
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Making Repetitive Motions
Spend Time Keeping or Regaining Balance
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Sitting
-Limited freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-Limited responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Minor results-
Impact of Decisions on Co-workers or Company Results
-Moderate responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Moderate results-
Impact of Decisions on Co-workers or Company Results
-Moderately automated-
Degree of Automation
-Moderately close (at arm's length)-
Physical Proximity
-Moderately competitive-
Level of Competition
-More than 40 hours-
Duration of Typical Work Week
-More than half the time-
Spend Time Sitting
Spend Time Standing
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Making Repetitive Motions
Spend Time Walking and Running
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Climbing Ladders, Scaffolds, or Poles
Spend Time Bending or Twisting the Body
Spend Time Keeping or Regaining Balance
-Never-
In an Open Vehicle or Equipment
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Exposed to Contaminants
Exposed to High Places
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Spend Time Climbing Ladders, Scaffolds, or Poles
Extremely Bright or Inadequate Lighting
Indoors, Not Environmentally Controlled
Exposed to Disease or Infections
Very Hot or Cold Temperatures
Spend Time Keeping or Regaining Balance
Outdoors, Under Cover
Exposed to Minor Burns, Cuts, Bites, or Stings
In an Enclosed Vehicle or Equipment
Deal With Physically Aggressive People
Outdoors, Exposed to Weather
Spend Time Kneeling, Crouching, Stooping, or Crawling
Spend Time Bending or Twisting the Body
Sounds, Noise Levels Are Distracting or Uncomfortable
Spend Time Walking and Running
Public Speaking
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
Spend Time Standing
Spend Time Making Repetitive Motions
Frequency of Conflict Situations
Frequency of Decision Making
Time Pressure
Telephone
Electronic Mail
Indoors, Environmentally Controlled
Face-to-Face Discussions
Letters and Memos
Deal With Unpleasant or Angry People
Spend Time Sitting
-No contact with others-
Contact With Others
-No freedom-
Structured versus Unstructured Work
Freedom to Make Decisions
-No responsibility-
Responsible for Others' Health and Safety
Responsibility for Outcomes and Results
-No results-
Impact of Decisions on Co-workers or Company Results
-Not at all automated-
Degree of Automation
-Not at all competitive-
Level of Competition
-Not important at all-
Pace Determined by Speed of Equipment
Coordinate or Lead Others
Importance of Repeating Same Tasks
Deal With External Customers
Work With Work Group or Team
Importance of Being Exact or Accurate
-Not serious at all-
Consequence of Error
-Occasional contact with others-
Contact With Others
-Once a month or more but not every week-
Deal With Unpleasant or Angry People
Frequency of Conflict Situations
Face-to-Face Discussions
Public Speaking
Sounds, Noise Levels Are Distracting or Uncomfortable
Letters and Memos
Frequency of Decision Making
Time Pressure
Telephone
Exposed to High Places
Electronic Mail
Outdoors, Under Cover
Very Hot or Cold Temperatures
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Exposed to Disease or Infections
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
In an Enclosed Vehicle or Equipment
Exposed to Contaminants
-Once a week or more but not every day-
Time Pressure
Frequency of Conflict Situations
Letters and Memos
Face-to-Face Discussions
Deal With Unpleasant or Angry People
Public Speaking
Frequency of Decision Making
Sounds, Noise Levels Are Distracting or Uncomfortable
Very Hot or Cold Temperatures
Exposed to Disease or Infections
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Indoors, Not Environmentally Controlled
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
Deal With Physically Aggressive People
In an Open Vehicle or Equipment
Extremely Bright or Inadequate Lighting
Telephone
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
Outdoors, Exposed to Weather
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
In an Enclosed Vehicle or Equipment
Exposed to Contaminants
Exposed to High Places
Electronic Mail
Outdoors, Under Cover
Exposed to Radiation
Exposed to Minor Burns, Cuts, Bites, or Stings
-Once a year or more but not every month-
Frequency of Conflict Situations
Deal With Unpleasant or Angry People
Public Speaking
Outdoors, Exposed to Weather
Deal With Physically Aggressive People
Face-to-Face Discussions
Frequency of Decision Making
Time Pressure
In an Enclosed Vehicle or Equipment
Exposed to Minor Burns, Cuts, Bites, or Stings
Outdoors, Under Cover
Sounds, Noise Levels Are Distracting or Uncomfortable
Electronic Mail
Letters and Memos
Telephone
Indoors, Not Environmentally Controlled
Very Hot or Cold Temperatures
Extremely Bright or Inadequate Lighting
Exposed to Disease or Infections
Exposed to Whole Body Vibration
Exposed to Hazardous Equipment
Indoors, Environmentally Controlled
Exposed to Contaminants
Exposed to High Places
Exposed to Radiation
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
Cramped Work Space, Awkward Positions
Exposed to Hazardous Conditions
In an Open Vehicle or Equipment
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
-Regular (established routine, set schedule)-
Work Schedules
-Seasonal (only during certain times of the year)-
Work Schedules
-Serious-
Consequence of Error
-Slightly automated-
Degree of Automation
-Slightly close (e.g., shared office)-
Physical Proximity
-Slightly competitive-
Level of Competition
-Some freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-Very close (near touching)-
Physical Proximity
-Very high responsibility-
Responsibility for Outcomes and Results
Responsible for Others' Health and Safety
-Very important-
Coordinate or Lead Others
Importance of Being Exact or Accurate
Deal With External Customers
Work With Work Group or Team
Importance of Repeating Same Tasks
Pace Determined by Speed of Equipment
-Very important results-
Impact of Decisions on Co-workers or Company Results
-Very little freedom-
Freedom to Make Decisions
Structured versus Unstructured Work
-Very serious-
Consequence of Error
Task Ratings
- Importance Core-
Interview clients and take their calls to provide customer service and obtain information on claims.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Process and record new insurance policies and claims.
Correspond with insured or agent to obtain information or inform them account status or changes.
Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
Collect initial premiums and issue receipts.
Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Notify insurance agent and accounting department of policy cancellation.
Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Compose business correspondence for supervisors, managers and professionals.
- Importance Supplemental-
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- Relevance of Task Core-
Correspond with insured or agent to obtain information or inform them account status or changes.
Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Notify insurance agent and accounting department of policy cancellation.
Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
Process and record new insurance policies and claims.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Compose business correspondence for supervisors, managers and professionals.
Interview clients and take their calls to provide customer service and obtain information on claims.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Collect initial premiums and issue receipts.
Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
- Relevance of Task Supplemental-
Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
Check computations of interest accrued, premiums due, and settlement surrender on loan values.
-Daily Frequency of Task (Categories 1-7) Core-
Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Correspond with insured or agent to obtain information or inform them account status or changes.
Compose business correspondence for supervisors, managers and professionals.
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
Process and record new insurance policies and claims.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Interview clients and take their calls to provide customer service and obtain information on claims.
Notify insurance agent and accounting department of policy cancellation.
Collect initial premiums and issue receipts.
-Daily Frequency of Task (Categories 1-7) Supplemental-
Check computations of interest accrued, premiums due, and settlement surrender on loan values.
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
-Hourly or more Frequency of Task (Categories 1-7) Core-
Interview clients and take their calls to provide customer service and obtain information on claims.
Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
Collect initial premiums and issue receipts.
Process and record new insurance policies and claims.
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
Correspond with insured or agent to obtain information or inform them account status or changes.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
Notify insurance agent and accounting department of policy cancellation.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Compose business correspondence for supervisors, managers and professionals.
-Hourly or more Frequency of Task (Categories 1-7) Supplemental-
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
Check computations of interest accrued, premiums due, and settlement surrender on loan values.
-More than monthly Frequency of Task (Categories 1-7) Core-
Compose business correspondence for supervisors, managers and professionals.
Notify insurance agent and accounting department of policy cancellation.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
Collect initial premiums and issue receipts.
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
Process and record new insurance policies and claims.
Interview clients and take their calls to provide customer service and obtain information on claims.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Correspond with insured or agent to obtain information or inform them account status or changes.
-More than monthly Frequency of Task (Categories 1-7) Supplemental-
Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
Check computations of interest accrued, premiums due, and settlement surrender on loan values.
-More than weekly Frequency of Task (Categories 1-7) Core-
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
Notify insurance agent and accounting department of policy cancellation.
Process and record new insurance policies and claims.
Collect initial premiums and issue receipts.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Correspond with insured or agent to obtain information or inform them account status or changes.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
Compose business correspondence for supervisors, managers and professionals.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Interview clients and take their calls to provide customer service and obtain information on claims.
-More than weekly Frequency of Task (Categories 1-7) Supplemental-
Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
Check computations of interest accrued, premiums due, and settlement surrender on loan values.
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
-More than yearly Frequency of Task (Categories 1-7) Core-
Notify insurance agent and accounting department of policy cancellation.
Compose business correspondence for supervisors, managers and professionals.
Collect initial premiums and issue receipts.
Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
Interview clients and take their calls to provide customer service and obtain information on claims.
Process and record new insurance policies and claims.
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
Correspond with insured or agent to obtain information or inform them account status or changes.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
-More than yearly Frequency of Task (Categories 1-7) Supplemental-
Check computations of interest accrued, premiums due, and settlement surrender on loan values.
Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
-Several times daily Frequency of Task (Categories 1-7) Core-
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Interview clients and take their calls to provide customer service and obtain information on claims.
Collect initial premiums and issue receipts.
Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Correspond with insured or agent to obtain information or inform them account status or changes.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Process and record new insurance policies and claims.
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
Compose business correspondence for supervisors, managers and professionals.
Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
Notify insurance agent and accounting department of policy cancellation.
-Several times daily Frequency of Task (Categories 1-7) Supplemental-
Check computations of interest accrued, premiums due, and settlement surrender on loan values.
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
-Yearly or less Frequency of Task (Categories 1-7) Core-
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Interview clients and take their calls to provide customer service and obtain information on claims.
Compose business correspondence for supervisors, managers and professionals.
Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
Collect initial premiums and issue receipts.
Correspond with insured or agent to obtain information or inform them account status or changes.
Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Notify insurance agent and accounting department of policy cancellation.
Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
Process and record new insurance policies and claims.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
-Yearly or less Frequency of Task (Categories 1-7) Supplemental-
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
Check computations of interest accrued, premiums due, and settlement surrender on loan values.
Education Training Experience
-On-Site or In-Plant Training-
None
Up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
-On-the-Job Training-
Anything beyond short demonstration, up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
-Related Work Experience-
None
Up to and including 1 month
Over 1 month, up to and including 3 months
Over 3 months, up to and including 6 months
Over 6 months, up to and including 1 year
Over 1 year, up to and including 2 years
Over 2 years, up to and including 4 years
Over 4 years, up to and including 6 years
Over 10 years
-Required Level of Education-
High School Diploma (or GED or High School Equivalence Certificate)
Post-Secondary Certificate - awarded for training completed after high school (for example, in Personnel Services, Engineering-related Technologies, Vocational Home Economics, Construction Trades, Mechanics and Repairers, Precision Production Trades)
Some College Courses
Associate's Degree (or other 2-year degree)
Bachelor's Degree