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policyholder-information clerk
A professional who analyzes and answers requests by mail, telephone, or in person from policyholders, beneficiaries, or others for information concerning insurance policies. Respnsibilities include:
- 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.
- Part of Speech: noun
- Synonym(s):
- Blossary:
- Industry/Domain: Professional careers
- Category: Occupational titles
- Company: U.S. DOL
- Product:
- Acronym-Abbreviation:
Other Languages:
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