| Job Title |
Policy-change Clerk |
| Job Description |
Compiles Data And Records Changes In Insurance Policies:
Examines Letter From Insured Or Agent, Original Application, And
Other Company Documents To Determine How To Effect Proposed
Changes, Such As Change In Beneficiary Or Method Of Payment,
Increase In Principal Sum Or Type Of Insurance. Corresponds With
Insured Or Agent To Obtain Supplemental Information Or To
Explain How Change Would Not Conform To Company Regulations Or
State Laws, Or Routes File To Policyholder-information Clerk
(insurance) 249.262-010. Calculates Premium, Commission
Adjustments, And New Reserve Requirements, Using Rate Books,
Statistical Tables, And Calculator Or Computer, And Knowledge Of
Specific Types Of Policies. Transcribes Data To Abstract (work
Sheet) Or Enters Data Into Computer For Use In Preparing
Documents And Adjusting Accounts. May Write Abstract Or Enter
Data Into Computer To Prepare New Policy Or Rider To Existing
Policy. May Underwrite Changes When Increase In Amount Of Risk
Occurs.
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