Job Description:

• 1) Analyzes and answers requests by mail, telephone, or in person from policyholders, beneficiaries, or others for information concerning insurance policies: Searches company records to obtain information requested by customer.

• 2) Estimates loan or cash value of policy for policyholders, using rate books and calculating machine.

• 3) Interprets policy provisions to determine methods of effecting desired changes, such as change of beneficiary or type of insurance, or change in method of payment.

• 4) Mails or gives out specified forms and routes completed forms to various units for processing.

• 5) Analyzes policy transactions and corrects company records to adjust errors.

• 6) May compose formal synopses of company and competitor policies for use by sales force.

• 7) May provide information for pensioners and be designated Pensionholder-Information Clerk.