Policyholder Information Clerk

Analyze and answer requests for information concerning insurance policies.
picture of Policyholder Information Clerk

Quick Stats


Outlook
Good

Salary Range
$18,000 – $37,000

Data from U.S. Department of Labor


What do Policyholder Information Clerks do?

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. Estimates loan or cash value of policy for policyholders, using rate books and calculating machine. 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. Mails or gives out specified forms and routes completed forms to various units for processing. Analyzes policy transactions and corrects company records to adjust errors. May compose formal synopses of company and competitor policies for use by sales force. May provide information for pensioners and be designated Pensionholder-Information Clerk.


Should I be a Policyholder Information Clerk?

You should have a certificate degree or higher and share these traits:
  • Trustworthy: You are known for your personal integrity and honesty.
  • Team Player: You're able to listen, communicate, and work with tons of different people.
  • Detail Oriented: You pay close attention to all the little details.

  • Also known as: Pensionholder-Information Clerk

    How to Become a
    Policyholder Information Clerk

    Most Policyholder Information Clerks have a Certificate or higher. Chart?chd=s:9muhaa&chl=no+college+%2848%25%29|certificate+%2830%25%29|associate%27s+%2816%25%29|bachelor%27s+%286%25%29||&cht=p3&chs=466x180&chxr=0,48,48
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