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.UK Prospects
89100
Workforce Size
4.61%
Predicted decline 2026 - 2035
Related Job Vacancies
Related Apprenticeships
Related Courses