Life Insurance Clerk
せいめいほけんじむいん
Industry & Occupation
Classification
- Major : Clerical Occupations
- Middle : Sales and Marketing Clerical Occupations
- Minor : Other Sales and Marketing Clerical Occupations
Summary
Specialized job handling various clerical tasks and customer correspondence related to life insurance contracts.
Description
Life insurance clerks handle a series of clerical processes related to life insurance contracts, from application reception to policy maintenance procedures and benefit payments. Main duties include coordinating communications with customers and sales representatives, inputting and managing contract details, creating and checking various documents, and operating systems. They also perform procedures such as address changes and coverage modifications after contract inception, requiring accurate and prompt processing. In recent years, while RPA and digitalization are advancing, judgment utilizing specialized knowledge and the quality of customer service are emphasized.
Future Outlook
While insurance companies are introducing RPA and digitalization, human verification and customer service tasks remain. Demand is expected to continue by enhancing specialized knowledge and digital skills.
Personality Traits
Cautious / Excellent communication skills / Meticulous / Strong sense of responsibility
Work Style
Career Path
Life Insurance Clerk → Senior Life Insurance Clerk → Policy Maintenance Staff → Sales Affairs Department Leader → Managerial Position
Required Skills
Data Entry / Insurance System Operation / Office Software / Telephone Response
Recommended Skills
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Analytical & Logical Thinking | To accurately understand insurance clauses and contract contents and apply them to clerical processing |
| Attention to Detail & Accuracy | Errors can lead to contract troubles |
| Communication Skills | To accurately exchange information with customers and sales representatives |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Creativity & Ideation | Mainly routine tasks with little need for creative thinking |
| Physical Stamina & Endurance | Mainly desk work with low physical demands |
Aliases
- Insurance Clerk
Related Jobs
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- Insurance Salesperson