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MASCO Code
4312-13
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Insurance Policy Assistant
Insurance Policy Assistant performs administrative tasks include handling customer phone calls, producing reports for the agent, reviewing insurance applications for accuracy, and helping customers file new claims.
Alternative Names
Tasks
obtaining and compiling statistical or actuarial data based on routine or special sources of information
maintaining records and prepare expenditure reports
supervising, scheduling and monitoring the assignments of other workers
performing related tasks
calculating totals, averages, percentages and other details and presenting them in tabular form as required
managing and controlling allocation
preparing and updating the annual budget
  • M
    Professional, Scientific And Technical Activities
  • N
    Administrative And Support Service Activities
  • FB-026-3:2012
    Insurance Services Administration
  • 0416
    Secretarial And Office Studies
  • 0414
    Management and Administration
  • 0542
    Statistics
Skills
Khusus
Financial Reporting
proficiency in using GAAP accounting practices to convey the financial performance of a company to the market, investors, and other stakeholders.
Microsoft Office
proficiency in using office suite applications, servers and services developed by Microsoft.
Leasing
proficiency in managing contracts between an owner of a specifics asset and a second party for it's use of the assets for a specific period and under defined conditions.
Document Management
proficiency in using document management systems (DMS) to track, manage and store documents and reduce paper.
Budgeting
proficiency in planning and allocating financial resources of a business or department for next business period.
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