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§ OCCUPATION · GLOBAL STANDARDS

insurance clerk

Insurance clerks perform general clerical and administrative duties in an insurance company, other service institution, for a self-employed insurance agent or broker or for a government institution.

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Description

Insurance clerks perform general clerical and administrative duties in an insurance company, other service institution, for a self-employed insurance agent or broker or for a government institution. They offer assistance and provide information about insurances to customers and they manage the paperwork of insurance agreements.

Theoretical Knowledge
ESSENTIALTheoretical knowledge required
electronic communicationtypes of insuranceoffice software
OPTIONALAdjacent knowledge that strengthens fit
insurance lawtax legislationcompany policiesinsurance marketprinciples of insurancebanking activities
Practical Skills
ESSENTIALApplied skills & competences
handle paperworkuse office systemsoffer financial serviceshandle financial transactionsprovide financial product informationperform office routine activitieswrite work-related reportsfollow written instructionscommunicate with customersperform clerical dutiesmaintain records of financial transactions
OPTIONALOptional competences
classify insurance claimsmaintain financial recordsfile claims with insurance companiesreview insurance processidentify customer's needsobtain financial informationtrace financial transactionsadvise on financial matterscommunicate with banking professionalsanalyse insurance needshandle incoming insurance claimspresent reports

GLOBAL RESOURCE

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SKILLS OVERVIEW

32 total
14 essential · 18 optional

Data Source: Unified Global Standards (ISCED, ISCO, O*NET, ESCO)

© 2026 DESTINAI · BETA 1.0 · ISCED ISCO O*NET ESCO
CareersSkillsPrivacyTermsEU AI Act notice