Description
Pensions and insurance clerks and assistants provide general clerical support to senior colleagues and perform specialist clerical tasks in relation to the administration of pensions and insurance policies.Main Tasks
- Answers queries from clients and assists in interpreting and completing information requested on forms;
- Checks forms completed by clients and contacts clients to obtain additional information or to clarify details;
- Makes arrangements for financial advisers to visit clients and potential customers;
- Transfers information from application forms and other documentation to computerised records;
- Receives notice of changes to personal circumstances and updates files;
- Issues application forms, policy documents, reminders, claims forms and other standard documentation;
- Performs general clerical duties to support senior staff.
Qualifications
There are no minimum academic requirements, although entrants usually possess GCSEs/S grades. Training is usually provided on-the-job. NVQs/ SVQs, apprenticeships and professional qualifications are available in some areas.What Pensions and insurance clerks and assistants studied in higher education
Occupation | Percentage Value |
---|---|
(C9) Others in biological sciences | 1 |
(L7) Human & social geography | 1 |
(G1) Mathematics | 3 |
(W2) Design studies | 3 |
(L3) Sociology | 4 |
(C1) Biology | 1 |
(C8) Psychology | 7 |
(W1) Fine art | 1 |
(F7) Science of aquatic & terrestrial environments | 1 |
(W3) Music | 2 |
(F6) Geology | 1 |
(F8) Physical geographical sciences | 1 |
(W8) Imaginative writing | 1 |
(M0) Broadly-based programmes within law | 1 |
(W6) Cinematics & photography | 2 |
(C7) Molecular biology, biophysics & biochemistry | 1 |
(Q3) English studies | 8 |
(L2) Politics | 2 |
(R4) Spanish studies | 1 |
(N5) Marketing | 1 |
(W4) Drama | 2 |
(M1) Law by area | 4 |
(M2) Law by topic | 6 |
(J9) Others in technology | 1 |
(I2) Information systems | 1 |
(N8) Hospitality, leisure, sport, tourism & transport | 2 |
(P5) Journalism | 2 |
(F4) Forensic & archaeological sciences | 1 |
(V5) Philosophy | 1 |
(L1) Economics | 3 |
(Q1) Linguistics | 1 |
(T7) American studies | 1 |
(N1) Business studies | 7 |
(X3) Academic studies in education | 1 |
(L5) Social work | 1 |
(X1) Training teachers | 1 |
(N4) Accounting | 3 |
(C6) Sport & exercise science | 3 |
(C3) Zoology | 1 |
(P3) Media studies | 1 |
(N2) Management studies | 2 |
(V1) History by period | 6 |
(N3) Finance | 2 |
(L6) Anthropology | 1 |
(I1) Computer science | 1 |