Files
2026-08-15 16:08:25 +02:00

1.2 KiB

Tasks & work activities — insurance underwriter

Source: O*NET 30.3, occupation 13-2053.00 (Insurance Underwriters).

Task statements

  • [Core] Decline excessive risks.
  • [Core] Write to field representatives, medical personnel, or others to obtain further information, quote rates, or explain company underwriting policies.
  • [Core] Evaluate possibility of losses due to catastrophe or excessive insurance.
  • [Core] Decrease value of policy when risk is substandard and specify applicable endorsements or apply rating to ensure safe, profitable distribution of risks, using reference materials.
  • [Core] Review company records to determine amount of insurance in force on single risk or group of closely related risks.
  • [Core] Authorize reinsurance of policy when risk is high.
  • [Core] Examine documents to determine degree of risk from factors such as applicant health, financial standing and value, and condition of property.

Detailed work activities

  • Analyze health-related data.
  • Assess financial status of clients.
  • Assess risks to business operations.
  • Authorize financial actions.
  • Explain regulations, policies, or procedures.
  • Verify accuracy of records.