General Insurance Associate

USDOL

National (OA)

Documents

Individual state requirements may vary. Please contact your local apprenticeship office to ensure this version is suitable to your state’s requirements.

Work Process Schedule

Work Process Content

On the Job Training

Anonymous

Skills

Basic workplace safety

OSHA Outreach 10-Hour General Industry Training

Check data for recording errors.

Prepare insurance applications and related documents, and review them for completeness.

Execute sales or other financial transactions.

Process financial transactions.

Compile data or documentation.

Collect needed data

Send information, materials or documentation.

Verify potential clients, investigating suitability and needs

Review customer insurance information.

Review insurance policy to determine coverage.
Explain coverages.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.

Discuss account status or activity with customers or patrons.

Contact insured or other involved persons to obtain missing information.

Maintain operational records.

Process and record new insurance policies.

Enter information into databases or software programs.

Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
Enter insurance- and claims-related information into database systems.

Explain regulations, policies, or procedures.

Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.

Provide notifications to customers or patrons.

Correspond with insured or agent to obtain information or to inform them of account status or changes.

Verify accuracy of financial or transactional data.

Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
Check computations of interest accrued, premiums due, and settlement surrender on cancelled policies.

Collect deposits, payments or fees.

Collect initial premiums and issue receipts.

Answer telephones to direct calls or provide information.

Interview clients and take their calls to provide customer service and obtain information on quotes.

Interview employees, customers, or others to collect information.

Interview clients and take their calls to provide customer service and obtain information on policies.

Obtain personal or financial information about customers or applicants.

Obtain computer printout of policy cancellations.

Prepare business correspondence.

Compose business correspondence for supervisors, managers, and professionals.

Provide information to coworkers.

Notify insurance agent and accounting department of policy cancellation.

Maintain financial or account records.

Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.

Code data or other information.