___________________________________ Conventional Occupations: Insurance Policy Processing ClerksCheckers, and Clerks; Credit Checkers; Insurance
Claims and Policy Processing Clerks; Insurance
Policy Processing Clerks; Proofreaders and Copy
Markers.
Skill: Service Orientation.
Education and Training Program: General Offi ce
Occupations and Clerical Services. Related Knowl-
edge/Courses: Clerical Practices; Customer and
Personal Service; Computers and Electronics; Eco-
nomics and Accounting.
Work Env ironment : Indoors; sitting; repetitive
motions.Insurance Policy Processing Clerks
! Personality Code: CE! Education/Training Required: Moderate-
term on-the-job training
! Annual Earnings: $32,040
! Beginning Wage: $21,950
! Earnings Growth Potential: Low
! Growth: –1.3%
! Annual Job Openings: 42,246
! Self-Employed: 0.4%
! Part-Time: 9.7%
! e job openings listed here are shared with Insurance
Claims Clerks.Process applications for, changes to, reinstate-
ment of, and cancellation of insurance policies.
Modify, update, and process existing policies and
claims to refl ect any change in benefi ciary, amount
of coverage, or type of insurance. Process and record
new insurance policies and claims. Review and ver-
ify data, such as age, name, address, and principal
sum and value of property, on insurance applications
and policies. Organize and work with detailed offi ce
or warehouse records, maintaining fi les for each pol-
icyholder, including policies that are to be reinstated
or cancelled. Examine letters from policyholders or
agents, original insurance applications, and other
company documents to determine whether changes
are needed and eff ects of changes. Correspond with
insured or agent to obtain information or inform
them of account status or changes. Transcribe data
to worksheets and enter data into computer for use in
preparing documents and adjusting accounts. Notify
insurance agent and accounting department of pol-
icy cancellation. Interview clients and take their calls
to provide customer service and obtain information
on claims. Compare information from application
to criteria for policy reinstatement and approve rein-
statement when criteria are met. Process, prepare,
and submit business or government forms, such as
submitting applications for coverage to insurance
carriers. Collect initial premiums and issue receipts.
Calculate premiums, refunds, commissions, adjust-
ments, and new reserve requirements, using insurance
rate standards. Obtain computer printout of policy
cancellations or retrieve cancellation cards from fi le.
Compose business correspondence for supervisors,
managers, and professionals. Check computations of
interest accrued, premiums due, and settlement sur-
render on loan values.
GOE—Interest Area/Cluster: 06. Finance and
Insurance. Work Group: 06.03. Finance/Insur-
ance Records Processing. Other Jobs in " is Work
Group: Credit Authorizers; Credit Authorizers,
Checkers, and Clerks; Credit Checkers; Insurance
Claims and Policy Processing Clerks; Insurance
Claims Clerks; Proofreaders and Copy Markers.
Skill: Critical # inking.
Education and Training Program: General Offi ce
Occupations and Clerical Services. Related Knowl-
edge/Courses: Clerical Practices; Customer and
Personal Service; Computers and Electronics; Eco-
nomics and Accounting; Sales and Marketing; Pro-
duction and Processing.
Work Environment: Sitting; repetitive motions.Conventional–
I