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MASCO Code
4312-06
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Insurance Clerk processes and maintains insurance applications, policies, and client records, ensuring accurate and timely updates to customer and policy information. They assist underwriters and claims staff by gathering data, verifying documents, and supporting the assessment, issuance, amendment, renewal, and settlement of insurance policies. Their work involves coordinating communications with clients, agents, and internal departments to facilitate smooth insurance operations.
Tasks
Process insurance applications, policy issuance, amendments, endorsements, renewals, and related documents.
Maintain and update client, policy, and claims records accurately and on time.
Verify insurance information and supporting documents to ensure completeness and accuracy.
Gather data and documents to assist underwriters and claims staff in policy and claims processing.
Support the processing of policy amendments, renewals, and claim settlements.
Communicate with clients, agents, and internal departments regarding policy and claims matters.
Coordinate with underwriting, claims, and other internal departments to ensure smooth insurance operations.
Skills
Basic
Ability to handle confidential information responsibly and work collaboratively with others.
Attention to detail in processing insurance documents and records.
Basic computer literacy, including data entry and use of office software.
Good verbal and written communication skills, including active listening.
Strong organisational and time management skills to prioritise tasks and meet deadlines.
Specific
Basic understanding of underwriting and claims documentation requirements.
Data entry and accurate record-keeping.
Document management and report preparation.
Knowledge of insurance products, policy documentation, and insurance processing procedures.
Proficiency in Microsoft Office applications.
Proficiency with insurance management and claims software.
Additional Info
QUALIFICATION
Certificate or equivalent
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