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"POLICYHOLDER-INFORMATION CLERK"
Job Description and Jobs

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.

 

 

 


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End Of Job Description for: "POLICYHOLDER-INFORMATION CLERK"
DOT:   249.262-010

Job Number: 7673