Policyholder Information Clerk: A description for the policyholder information clerk job
Clerical And Sales Jobs » Miscellaneous Clerical Jobs » Miscellaneous Clerical Jobs Nec » Policyholder Information Clerk
Policyholder Information Clerk: Correspondent, customer-service clerk 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, for example 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 also compose formal synopses of company and competitor policies for use by sales force. May also provide information for pensioners and be designated Pensionholder-Information Clerk (insurance industry).
Job industry: insurance industry
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