How do they match: Insurance Claims and Policy Processing Clerks

  • Financial Representative

  • Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.

  • Calculate financial data.
  • Execute sales or other financial transactions.
  • Maintain financial or account records.
  • Obtain personal or financial information about customers or applicants.
  • Verify accuracy of financial or transactional data.