Supervisors, Finance and Insurance Clerks

HOW TO GET THERE

Typical pathway

A typical pathway is to finish secondary school, then build office and customer-service skills through courses or part-time work in business, bookkeeping, accounting, insurance, or finance-related settings. Many people start in a clerk role in a bank, insurance office, or other financial office and learn the systems, paperwork, and procedures on the job. With experience, some move into team lead or supervisor roles by showing strong accuracy, communication, problem-solving, and computer skills. Requirements can vary by employer, province, and the type of office, so some workplaces may prefer extra training or related post-secondary study.

THE WORK

What you may do

Legacy duties

• Implement efficient working processes and co-ordinate, assign and review the work of clerks engaged in the following duties: administering accounts payable and receivable, processing, verifying and recording financial documents and forms, administering payrolls, serving customers in banks, trust companies and other financial institutions, processing, verifying and recording insurance claims and forms, and collecting user fees and payments on overdue accounts
• Examine and verify accuracy of work and authorize routine payments, credits, deposits and withdrawals
• Establish work schedules and procedures and co-ordinate activities with other work units or departments
• Resolve work-related problems and prepare and submit progress and other reports
• Identify training needs and train workers in job duties and company policies
• Requisition supplies and materials
• Ensure smooth operation of computer systems and equipment and arrange for maintenance and repair work
• May perform the same duties as workers supervised.

SKILLS TO BUILD

Skills used in this Career