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CareerOneStop, U.S. Department of Labor, Employment and Training Administration

CAREER PROFILE

Insurance Clerks

Insurance clerks help keep insurance records accurate and customers informed. In this job, you may process enrolments, cancellations, claims, policy changes, and premium payments, as well as review applications and verify coverage details. You also answer questions, update records, and help calculate payments and benefits. If you are organized, comfortable using computers, and good at communicating with people, this career can be a strong fit.

EDUCATION ROUTEMultiple pathways
WORK STYLEVaries by role
CAREER FIELDFinance

HOW TO GET THERE

Typical pathway

A typical pathway for a Canadian secondary-school student is to finish high school, with courses in math, English, and computer or office skills. Many people then take a college program in business, office administration, or a related field, though some employers may also hire candidates with relevant clerical or customer service experience. Early jobs often involve office support, data entry, filing, and answering questions by phone or in person. On-the-job training is common, and requirements can vary by employer, province, and the type of insurance work.

THE WORK

What you may do

Legacy duties

  • Process enrolments, cancellations, claims transactions, policy changes and premium payments
  • Review insurance applications and verify insurance coverage, premiums paid and other insurance information
  • Calculate insurance premiums, pension benefits and annuity payments
  • Compile and maintain claims data, rates and insurance data and records
  • Answer enquiries and provide information on insurance products, policies and services.

SKILLS TO BUILD

Skills used in this Career

Communication SkillsComputer LiteracyCustomer Service

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