Pensions and insurance clerks and assistants
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Definition: Pensions and insurance clerks and assistants
*SOC Code (Standard Occupational Classification): 4132
Pensions and insurance clerks and assistants provide general clerical support to senior colleagues and perform specialist clerical tasks in relation to the administration of pensions and insurance policies.
Common tasks include:
- answers queries from clients and assists in interpreting and completing information requested on forms
- checks forms completed by clients and contacts clients to obtain additional information or to clarify details
- makes arrangements for financial advisers to visit clients and potential customers
- transfers information from application forms and other documentation to computerised records
- receives notice of changes to personal circumstances and updates files
- issues application forms, policy documents, reminders, claims forms and other standard documentation
- performs general clerical duties to support senior staff
Qualifications
There are no minimum academic requirements, although entrants usually possess GCSEs/S grades. Training is usually provided on-the-job. NVQs/ SVQs, apprenticeships and professional qualifications are available in some areas.
*Introduced in 1990, SOC is a multi-purpose common classification of occupations in UK. Jobs are defined in terms of skill level and skill content, including qualifications, training and work experience.
Employment status: Pensions and insurance clerks and assistants
Regional employment: Pensions and insurance clerks and assistants
Future employment: Pensions and insurance clerks and assistants
Top 12 industries: Pensions and insurance clerks and assistants
Alternative & related job titles: Pensions and insurance clerks and assistants
Administrator (insurance) Claims handler Clerical assistant (insurance) Insurance clerk Pensions administrator
Equality focus: Pensions and insurance clerks and assistants
Breaking down the official government big data sources by gender, age and region. Hours and pay data based on full time equlivalent roles.
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