Other names for this job might include Account Administrator, Account Manager, Administrative Underwriter, Agency Service Coordinator, Agency Service Representative, Associate Financial Representative, Cancellation Clerk, Claims Assistant, Claims Processor, Commercial Customer Service Representative
In this career quiz, there are 10 questions that will analyze if the Insurance Policy Processing Clerks career is right for you.
There are 3 answers to each question: Dislike, Okay and Like.
Answer “Dislike” if you tell yourself “Ugh… Sounds boring” or “I’m not sure” Answer “Okay” if you tell yourself “Umm… I think I will be okay with that” Answer “Like” if you tell yourself “Yes, I’m interested”
Ready? Let’s start
You’re interested in customer and personal service like customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
You’re interested in the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Interview clients and take their calls to provide customer service and obtain information on claims.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
You like following set procedures and routines.
You like working with data and details more than with ideas.
You like starting up and carrying out projects.
You like leading people and making many decisions. You don’t mind risk taking and dealing with business.
You like working with, communicating with, and teaching people.
You like helping or providing service to others.
Now count how many points you have. Dislike = 0 point Okay = 1 point Like = 2 points
After you’re done counting your points. Click below to view your results.
They locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer’s account; preparing statements to credit department if customer fails to respond; initiating repossession proceedings or service disconnection; and keeping records of collection and status of accounts.
They perform routine clerical and administrative functions such as drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers.
They perform duties too varied and diverse to be classified in any specific office clerical occupation, requiring knowledge of office systems and procedures. Clerical duties may be assigned in accordance with the office procedures of individual establishments and may include a combination of answering telephones, bookkeeping, typing or word processing, stenography, office machine operation, and filing.
They answer inquiries and provide information to the general public, customers, visitors, and other interested parties regarding activities conducted at establishment and location of departments, offices, and employees within the organization.
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http://www.bls.gov/OOH/office-and-administrative-support/financial-clerks.htm http://www.aba.com/ https://www.mba.org/
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