58 lines
2.6 KiB
Markdown
58 lines
2.6 KiB
Markdown
---
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name: insurance-clerk
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description: "Occupational skill for the role 'insurance clerk' (also: insurance agent, insurance management assistant, insurance reconciliation clerk, insurance accounts clerk, personal lines insurance clerk, insurance officer). Use when the user asks for typical insurance clerk work such as: Prepare insurance claim forms or related documents, and review them for completeness.; Calculate amount of claim.; Post or attach information to claim file."
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---
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# Insurance Clerk
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Insurance clerks perform general clerical and administrative duties in an insurance company, other service institution, for a self-employed insurance agent or broker or for a government institution. They offer assistance and provide information about insurances to customers and they manage the paperwork of insurance agreements.
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## Core workflow
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1. Prepare insurance claim forms or related documents, and review them for completeness.
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2. Calculate amount of claim.
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3. Post or attach information to claim file.
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4. Transmit claims for payment or further investigation.
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5. Contact insured or other involved persons to obtain missing information.
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6. Review insurance policy to determine coverage.
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7. Process and record new insurance policies and claims.
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8. Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
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## How to use this skill
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- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
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- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
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- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
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- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
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- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
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## Key competences (essential)
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- communicate with customers
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- electronic communication
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- follow written instructions
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- handle financial transactions
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- handle paperwork
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- maintain records of financial transactions
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- offer financial services
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- office software
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- perform clerical duties
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- perform office routine activities
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- provide financial product information
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- types of insurance
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- use office systems
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- write work-related reports
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## Hot technologies
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- Microsoft Access
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- Microsoft Outlook
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- Microsoft Office software
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- Microsoft Windows
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- Microsoft PowerPoint
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- Microsoft Excel
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- Microsoft Word
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---
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*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/9a39a143-d93c-4093-ba3b-47fb67ade318), O*NET 30.3 (43-9041.00). See manifest.json for licensing/attribution.*
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