Insurance Application Screening Clerk
ほけんもうしこみしょしんさじむいん
Industry & Occupation
Classification
- Major : Clerical Occupations
- Middle : Sales and Marketing Clerical Occupations
- Minor : Other Sales and Marketing Clerical Occupations
Summary
A job that reviews insurance contract application documents, assesses the appropriateness of the information provided, and determines the presence of risks.
Description
Insurance application screening clerks verify the accuracy of information and the presence of required documents in application materials submitted by customers, and assess risks related to contract underwriting. If there are deficiencies or issues, they inquire with sales representatives or customers to request corrections or supplements. They also assist with data entry into internal systems, reporting screening results, and setting contract terms, supporting smooth contract finalization in line with the insurance company's standards.
Future Outlook
As aging progresses and insurance products diversify, the importance of screening tasks increases, but with the introduction of AI and automation tools, there will be a demand for personnel with specialized judgment and data analysis skills.
Personality Traits
Cautious / Excellent communication skills / Meticulous / Strong sense of responsibility
Work Style
Companies with flextime system / Office work / Partial remote work possible
Career Path
Insurance Application Screening Clerk → Insurance Underwriting Clerk → Insurance Contract Clerk Leader → Department Manager
Required Skills
Document checking / Insurance product knowledge / Numerical calculation / PC operation
Recommended Skills
Communication skills training / Excel (advanced) / FP certification / Insurance solicitor license
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Analytical & Logical Thinking | To compare application contents with clauses and risk criteria and make judgments. |
| Attention to Detail & Accuracy | To avoid missing minor errors or deficiencies in descriptions. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Creativity & Ideation | Work is mainly based on manuals, so creativity is not particularly required. |
| Physical Stamina & Endurance | Mainly desk work with low physical demands. |
Related Qualifications
- FP Skills Certification (AFP/CFP)
- Life Insurance Solicitor License
- Property and Casualty Insurance Solicitor License
Aliases
- Application Screening Clerk
- Insurance Screening Clerk
Related Jobs
- Insurance Contract Clerk
- Insurance Underwriting Clerk
- Underwriter