4132- PENSIONS AND INSURANCE CLERKS AND ASSISTANTS

Job Title: 

PENSIONS AND INSURANCE CLERKS AND ASSISTANTS

Alternate Titles: 

Administrator (insurance),Claims handler,Clerical assistant (insurance),Insurance clerk,Pensions administrator

Job Description: 

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.

Education: 

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.
Refer The S/NVQ framework for more details

NS-SEC: 

The simplified NS-SEC analytic class for this code is 3
The simplified NS-SEC operational category for this code is 7.1
Refer The National Statistics Socio-economic Classification for more details

Tasks: 


  • 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.
International Careers(ISCO): 
Similar O*NET Careers (USA) : 
Source Of Info: 

Office of National Statistics UK