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       CODE: 249.262-010 Buy the DOT:Download/CD-ROM
TITLE(s): POLICYHOLDER-INFORMATION CLERK (insurance) alternate titles: correspondent;
customer-service clerk
Analyzes and answers requests by mail, telephone, or in person from policyholders, beneficiaries,
or others for information concerning insurance policies: Searches company records to obtain
information requested by customer. Estimates loan or cash value of policy for policyholders, using
rate books and calculating machine. Interprets policy provisions to determine methods of effecting
desired changes, such as change of beneficiary or type of insurance, or change in method of payment.
Mails or gives out specified forms and routes completed forms to various units for processing.
Analyzes policy transactions and corrects company records to adjust errors. May compose formal
synopses of company and competitor policies for use by sales force. May provide information for
pensioners and be designated Pensionholder-Information Clerk (insurance).
GOE: 07.04.04 STRENGTH: S GED: R4 M2 L4 SVP: 6 DLU: 77
ONET CROSSWALK: 55305 Receptionists and Information Clerks
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