insurance clerk

Code 4312.4

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.

Essential skills

Knowledge

  • electronic communication
  • office software
  • types of insurance

Skills and competences

  • communicate with customers
  • handle paperwork
  • offer financial services
  • write work-related reports
  • perform office routine activities
  • perform clerical duties
  • follow written instructions

Transversal competences

  • provide financial product information
  • handle financial transactions
  • maintain records of financial transactions
  • use office systems

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What to assess for this role

Technical knowledge can be verified with tests and references. What never shows up on a CV are the transversal competences, and they explain most failed hires. Before closing, it pays to measure them with a standardised battery.

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Sources

This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences