insurance-clerk/references/skills.md

Competences — insurance clerk

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/9a39a143-d93c-4093-ba3b-47fb67ade318).

Essential

• communicate with customers (skill/competence)
• electronic communication (knowledge)
• follow written instructions (skill/competence)
• handle financial transactions (skill/competence)
• handle paperwork (skill/competence)
• maintain records of financial transactions (skill/competence)
• offer financial services (skill/competence)
• office software (knowledge)
• perform clerical duties (skill/competence)
• perform office routine activities (skill/competence)
• provide financial product information (skill/competence)
• types of insurance (knowledge)
• use office systems (skill/competence)
• write work-related reports (skill/competence)

Optional

• advise on financial matters (skill/competence)
• analyse insurance needs (skill/competence)
• banking activities (knowledge)
• classify insurance claims (skill/competence)
• communicate with banking professionals (skill/competence)
• company policies (knowledge)
• file claims with insurance companies (skill/competence)
• handle incoming insurance claims (skill/competence)
• identify customer's needs (skill/competence)
• insurance law (knowledge)
• insurance market (knowledge)
• maintain financial records (skill/competence)
• obtain financial information (skill/competence)
• present reports (skill/competence)
• principles of insurance (knowledge)
• review insurance process (skill/competence)
• tax legislation (knowledge)
• trace financial transactions (skill/competence)

Market evidence (job-ad analysis, 9 ads, as of 2026-07-14)

Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.

Hard skills

• customer service — 33 %
• data entry — 22 %
• banking systems maintenance — 22 %
• insurance sales — 22 %
• insurance solutions education — 11 %
• insurance verification — 11 %
• invoice review — 11 %
• insurance plan enrollment — 11 %
• lead qualification — 11 %
• health insurance sales — 11 %
• general bookkeeping — 11 %
• insurance documentation — 11 %
• ledger systems maintenance — 11 %
• life insurance sales — 11 %
• marketing — 11 %
• policy checking — 11 %
• policy processing — 11 %
• regulatory compliance — 11 %
• account expansion — 11 %
• administrative support — 11 %
• billing support — 11 %
• business growth — 11 %
• claims adjudication — 11 %
• endorsement processing — 11 %
• client relations — 11 %
• compliance review — 11 %
• cross-selling — 11 %
• customer billing — 11 %
• sales — 11 %
• renewal assistance — 11 %

Methods

• short term disability (STD) administration — 11 %
• COBRA procedures — 11 %
• needs-based review process — 11 %
• health plan enrollment — 11 %

Responsibilities

• lead utilization — 22 %
• insurance quoting — 11 %
• issue resolution support — 11 %
• industry training participation — 11 %
• insurance claim processing — 11 %
• insurance eligibility contact — 11 %
• insurance enrollment facilitation — 11 %
• relationship building — 11 %
• payer requirement acquisition — 11 %
• policy change communication — 11 %
• policy change servicing — 11 %
• quoting — 11 %
• record maintenance — 11 %
• customer education — 11 %
• customer follow-up — 11 %
• customer relationship establishment — 11 %
• copay collection — 11 %
• correspondence maintenance — 11 %
• coverage detail explanation — 11 %
• coverage guideline maintenance — 11 %
• client retention building — 11 %
• closing deals — 11 %
• customer service — 11 %
• financial arrangement coordination — 11 %
• following up with leads — 11 %
• departmental file maintenance — 11 %
• client inquiry resolution — 11 %
• claim preparation — 11 %
• claim submission assistance — 11 %
• certificate of insurance issuance — 11 %
• administrative support — 11 %
• administrative task management — 11 %
• agency guideline adherence — 11 %
• billing clarification — 11 %
• appointment scheduling — 11 %
• balance reconciliation — 11 %
• banking system maintenance — 11 %
• teamwork promotion — 11 %
• training completion — 11 %
• responding to inquiries — 11 %