af05383bb1
Snapshot before the quality program (relevance gates, tiered mapping, QA linter). v1 is the immutable before/after reference; evidence crawl was at ~175/3039 occupations when tagged. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PDKeXvpT6tENSvyQGLV1Uq
38 lines
2.5 KiB
Markdown
38 lines
2.5 KiB
Markdown
# Tasks & work activities — insurance collector
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Source: O*NET 30.3, occupation 43-3011.00 (Bill and Account Collectors).
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## Task statements
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- **[Core]** Answer customer questions regarding problems with their accounts.
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- **[Core]** Receive payments and post amounts paid to customer accounts.
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- **[Core]** Locate and monitor overdue accounts, using computers and a variety of automated systems.
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- **[Core]** Record information about financial status of customers and status of collection efforts.
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- **[Core]** Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
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- **[Core]** Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
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- **[Core]** Advise customers of necessary actions and strategies for debt repayment.
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- **[Core]** Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
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- **[Core]** Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.
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- **[Core]** Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
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- **[Core]** Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
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- **[Core]** Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
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- **[Core]** Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.
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- **[Supplemental]** Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
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- **[Supplemental]** Negotiate credit extensions when necessary.
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## Detailed work activities
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- Collect deposits, payments or fees.
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- Discuss account status or activity with customers or patrons.
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- File documents or records.
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- Interview employees, customers, or others to collect information.
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- Maintain financial or account records.
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- Maintain medical records.
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- Monitor financial information.
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- Negotiate financial arrangements.
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- Obtain personal or financial information about customers or applicants.
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- Provide information to coworkers.
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- Provide notifications to customers or patrons.
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- Respond to customer problems or complaints.
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- Sort mail.
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