Financial and Insurance Clerk
きんゆう・ほけんじむいん
Industry & Occupation
Classification
- Major : Clerical Occupations
- Middle : Sales and Marketing Clerical Occupations
- Minor : Other Sales and Marketing Clerical Occupations
Summary
A job that performs clerical tasks such as customer service, document creation, data entry, and contract procedures at financial institutions and insurance companies.
Description
Financial and Insurance Clerks at banks, credit unions, insurance companies, etc., handle reception and maintenance of financial products such as deposits, loans, and transfers, various insurance contracts, form creation, data entry into systems, and responses to customer inquiries. They accurately manage customer information, verify account and contract details, create various slips and reports, and conduct operations with consideration for internal controls and legal compliance. They collaborate with responsible departments inside and outside the branch to perform a wide range of clerical tasks, including assistance with settlement processing, monthly reporting, and support for insurance claim procedures.
Future Outlook
Due to aging population, increasing asset management needs, and digitalization, demand for clerks who possess efficient system operation and interpersonal skills is expected to continue.
Personality Traits
Good team player / Honest / Meticulous / Strong sense of responsibility
Work Style
Career Path
Financial and Insurance Clerk (Counter) → Leader/Chief Clerk → Section Chief/Department Manager → Assistant Branch Manager → Head Office Staff (Product Management/Review)
Required Skills
Basic PC Operation / Data Entry / Financial System Operation / Office Software / Phone Response
Recommended Skills
Customer Service Skills / English Email Correspondence / Excel (Advanced) / Internal Control Knowledge
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | Accurate processing based on laws and regulations and contract details is required. |
| Numerical & Quantitative Analysis | Accurate numerical processing is required for calculations of amounts and interest rates. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Creativity & Ideation | Routine work is the main focus, with little idea generation. |
| Physical Stamina & Endurance | Mainly desk work with little heavy labor. |
Related Qualifications
- Casualty Insurance Solicitor License
- FP Skills Test Level 3 or higher
- Life Insurance Solicitor License
- Nissho Bookkeeping Certification Level 2
- Securities Representative Type 1
Aliases
- Financial Clerk
- Insurance Clerk
Related Jobs
- Accounting Clerk
- Bank Clerk
- Insurance Underwriter
- Securities Clerk