| Job Title |
Policyholder-information Clerk |
| Job Description |
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 (insurance).
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