Policyholder Information Clerk

Analyze and answer requests for information concerning insurance policies.

What does a Policyholder Information Clerk 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.