Insurance Claims and Policy Processing Clerks

Job Zone

Job Zone 1-2: Very Little to Some Preparation Needed

Usually requires a high school diploma or GED, though some occupations may not.

Job Zones group occupations into one of five categories based on the education, experience, and training typically needed to perform them.

Tasks

Specific duties and responsibilities regularly performed in this occupation.

Prepare insurance claim forms or related documents, and review them for completeness.94
Pay small claims.92
Calculate amount of claim.91
Post or attach information to claim file.91
Transmit claims for payment or further investigation.90
Contact insured or other involved persons to obtain missing information.87
Review insurance policy to determine coverage.87
Process and record new insurance policies and claims.86
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.86
Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.85
Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.84
Correspond with insured or agent to obtain information or to inform them of account status or changes.82

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Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.81
Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.79
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.79
Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.77
Collect initial premiums and issue receipts.77
Interview clients and take their calls to provide customer service and obtain information on claims.73
Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.70
Compose business correspondence for supervisors, managers, and professionals.67
Notify insurance agent and accounting department of policy cancellation.66
Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.—
Enter insurance- and claims-related information into database systems.—
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.—

Skills

Developed capacities that facilitate learning or the more rapid acquisition of knowledge.

Reading Comprehension63
Understanding written sentences and paragraphs in work-related documents.
Time Management63
Managing one's own time and the time of others.
Speaking60
Talking to others to convey information effectively.
Active Listening56
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Critical Thinking56
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Coordination53
Adjusting actions in relation to others' actions.
Service Orientation53
Actively looking for ways to help people.
Social Perceptiveness53
Being aware of others' reactions and understanding why they react as they do.
Writing53
Communicating effectively in writing as appropriate for the needs of the audience.
Complex Problem Solving50
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Judgment and Decision Making50
Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Monitoring50
Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

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Negotiation47
Bringing others together and trying to reconcile differences.
Persuasion44
Persuading others to change their minds or behavior.
Active Learning41
Understanding the implications of new information for both current and future problem-solving and decision-making.
Learning Strategies41
Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
Systems Analysis41
Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
Systems Evaluation41
Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
Instructing38
Teaching others how to do something.
Mathematics35
Using mathematics to solve problems.
Management of Personnel Resources25
Motivating, developing, and directing people as they work, identifying the best people for the job.
Operations Monitoring22
Watching gauges, dials, or other indicators to make sure a machine is working properly.
Programming16
Writing computer programs for various purposes.
Quality Control Analysis16
Conducting tests and inspections of products, services, or processes to evaluate quality or performance.
Management of Financial Resources13
Determining how money will be spent to get the work done, and accounting for these expenditures.
Management of Material Resources10
Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work.
Operations Analysis10
Analyzing needs and product requirements to create a design.
Operation and Control6
Controlling operations of equipment or systems.
Science3
Using scientific rules and methods to solve problems.
Technology Design3
Generating or adapting equipment and technology to serve user needs.
Troubleshooting3
Determining causes of operating errors and deciding what to do about it.
Equipment Maintenance0
Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.
Equipment Selection0
Determining the kind of tools and equipment needed to do a job.
Installation0
Installing equipment, machines, wiring, or programs to meet specifications.
Repairing0
Repairing machines or systems using the needed tools.

Knowledge

Organized sets of principles and facts that apply in general domains.

Customer and Personal Service81
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Administrative72
Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
English Language65
Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
Computers and Electronics50
Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
Mathematics48
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
Administration and Management36
Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Communications and Media31
Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
Production and Processing31
Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
Law and Government29
Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
Economics and Accounting27
Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
Education and Training25
Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
Telecommunications23
Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.

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Personnel and Human Resources21
Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
Psychology20
Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
Sales and Marketing19
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
Medicine and Dentistry18
Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
Public Safety and Security16
Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
Therapy and Counseling12
Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
Sociology and Anthropology11
Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
Geography9
Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
Transportation9
Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
Philosophy and Theology8
Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
Biology7
Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
Building and Construction7
Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
Foreign Language6
Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
Engineering and Technology5
Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
Mechanical5
Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
Physics4
Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.
History and Archeology3
Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
Design2
Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
Fine Arts1
Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
Chemistry0
Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
Food Production0
Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.

Abilities

Enduring attributes of the individual that influence performance.

Oral Comprehension66
The ability to listen to and understand information and ideas presented through spoken words and sentences.
Written Comprehension66
The ability to read and understand information and ideas presented in writing.
Near Vision63
The ability to see details at close range (within a few feet of the observer).
Oral Expression63
The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity63
The ability to speak clearly so others can understand you.
Speech Recognition63
The ability to identify and understand the speech of another person.
Deductive Reasoning60
The ability to apply general rules to specific problems to produce answers that make sense.
Information Ordering60
The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Written Expression60
The ability to communicate information and ideas in writing so others will understand.
Problem Sensitivity56
The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
Category Flexibility53
The ability to generate or use different sets of rules for combining or grouping things in different ways.
Inductive Reasoning53
The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

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Selective Attention47
The ability to concentrate on a task over a period of time without being distracted.
Perceptual Speed44
The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
Far Vision41
The ability to see details at a distance.
Flexibility of Closure41
The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
Mathematical Reasoning41
The ability to choose the right mathematical methods or formulas to solve a problem.
Number Facility41
The ability to add, subtract, multiply, or divide quickly and correctly.
Time Sharing41
The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
Fluency of Ideas35
The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
Memorization35
The ability to remember information such as words, numbers, pictures, and procedures.
Speed of Closure35
The ability to quickly make sense of, combine, and organize information into meaningful patterns.
Auditory Attention31
The ability to focus on a single source of sound in the presence of other distracting sounds.
Originality31
The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
Trunk Strength28
The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without "giving out" or fatiguing.
Visual Color Discrimination28
The ability to match or detect differences between colors, including shades of color and brightness.
Finger Dexterity25
The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
Hearing Sensitivity25
The ability to detect or tell the differences between sounds that vary in pitch and loudness.
Visualization25
The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged.
Arm-Hand Steadiness22
The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position.
Control Precision22
The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions.
Manual Dexterity22
The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects.
Wrist-Finger Speed22
The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
Dynamic Strength16
The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.
Depth Perception6
The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object.
Multilimb Coordination6
The ability to coordinate two or more limbs (for example, two arms, two legs, or one leg and one arm) while sitting, standing, or lying down. It does not involve performing the activities while the whole body is in motion.
Rate Control6
The ability to time your movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene.
Reaction Time6
The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
Response Orientation6
The ability to choose quickly between two or more movements in response to two or more different signals (lights, sounds, pictures). It includes the speed with which the correct response is started with the hand, foot, or other body part.
Spatial Orientation6
The ability to know your location in relation to the environment or to know where other objects are in relation to you.
Speed of Limb Movement6
The ability to quickly move the arms and legs.
Extent Flexibility3
The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
Glare Sensitivity3
The ability to see objects in the presence of a glare or bright lighting.
Peripheral Vision3
The ability to see objects or movement of objects to one's side when the eyes are looking ahead.
Sound Localization3
The ability to tell the direction from which a sound originated.
Stamina3
The ability to exert yourself physically over long periods of time without getting winded or out of breath.
Static Strength3
The ability to exert maximum muscle force to lift, push, pull, or carry objects.
Dynamic Flexibility0
The ability to quickly and repeatedly bend, stretch, twist, or reach out with your body, arms, and/or legs.
Explosive Strength0
The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
Gross Body Coordination0
The ability to coordinate the movement of your arms, legs, and torso together when the whole body is in motion.
Gross Body Equilibrium0
The ability to keep or regain your body balance or stay upright when in an unstable position.
Night Vision0
The ability to see under low-light conditions.

Work Activities

General types of job behaviors occurring on multiple jobs.

Working with Computers86
Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Getting Information80
Observing, receiving, and otherwise obtaining information from all relevant sources.
Processing Information78
Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Communicating with Supervisors, Peers, or Subordinates77
Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
Documenting/Recording Information77
Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
Evaluating Information to Determine Compliance with Standards76
Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
Communicating with People Outside the Organization69
Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
Establishing and Maintaining Interpersonal Relationships69
Developing constructive and cooperative working relationships with others, and maintaining them over time.
Making Decisions and Solving Problems66
Analyzing information and evaluating results to choose the best solution and solve problems.
Updating and Using Relevant Knowledge66
Keeping up-to-date technically and applying new knowledge to your job.
Performing Administrative Activities64
Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
Organizing, Planning, and Prioritizing Work63
Developing specific goals and plans to prioritize, organize, and accomplish your work.

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Identifying Objects, Actions, and Events61
Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
Interpreting the Meaning of Information for Others60
Translating or explaining what information means and how it can be used.
Monitoring Processes, Materials, or Surroundings55
Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
Analyzing Data or Information50
Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Resolving Conflicts and Negotiating with Others49
Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
Training and Teaching Others42
Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.
Assisting and Caring for Others41
Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.
Performing for or Working Directly with the Public40
Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
Developing and Building Teams39
Encouraging and building mutual trust, respect, and cooperation among team members.
Judging the Qualities of Objects, Services, or People38
Assessing the value, importance, or quality of things or people.
Thinking Creatively31
Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.
Coordinating the Work and Activities of Others30
Getting members of a group to work together to accomplish tasks.
Providing Consultation and Advice to Others30
Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
Developing Objectives and Strategies29
Establishing long-range objectives and specifying the strategies and actions to achieve them.
Estimating the Quantifiable Characteristics of Products, Events, or Information29
Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.
Inspecting Equipment, Structures, or Materials28
Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects.
Scheduling Work and Activities28
Scheduling events, programs, and activities, as well as the work of others.
Coaching and Developing Others27
Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.
Selling or Influencing Others24
Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
Handling and Moving Objects17
Using hands and arms in handling, installing, positioning, and moving materials, and manipulating things.
Monitoring and Controlling Resources17
Monitoring and controlling resources and overseeing the spending of money.
Guiding, Directing, and Motivating Subordinates16
Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.
Controlling Machines and Processes15
Using either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles).
Performing General Physical Activities14
Performing general physical activities includes doing activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling materials.
Staffing Organizational Units6
Recruiting, interviewing, selecting, hiring, and promoting employees in an organization.
Operating Vehicles, Mechanized Devices, or Equipment4
Running, maneuvering, navigating, or driving vehicles or mechanized equipment, such as forklifts, passenger vehicles, aircraft, or watercraft.
Repairing and Maintaining Electronic Equipment4
Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines, devices, and equipment that operate primarily on the basis of electrical or electronic (not mechanical) principles.
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment1
Providing documentation, detailed instructions, drawings, or specifications to tell others about how devices, parts, equipment, or structures are to be fabricated, constructed, assembled, modified, maintained, or used.
Repairing and Maintaining Mechanical Equipment1
Servicing, repairing, adjusting, and testing machines, devices, moving parts, and equipment that operate primarily on the basis of mechanical (not electronic) principles.

Work Styles

Personal characteristics that can affect how well someone performs a job.

Attention to Detail91
A tendency to be detail-oriented, organized, and thorough in completing work.
Dependability87
A tendency to be reliable, responsible, and consistent in meeting work-related obligations.
Integrity70
A tendency to be honest and ethical at work.
Cautiousness62
A tendency to be careful, deliberate, and risk-avoidant when making work-related decisions or doing work.
Cooperation47
A tendency to be pleasant, helpful, and willing to assist others at work.
Self-Control42
A tendency to remain calm and composed and to manage emotions effectively in response to criticism or difficult situations at work.
Stress Tolerance36
A tendency to cope and function effectively in stressful situations at work.
Sincerity35
A tendency to be genuine and sincere in interactions with others at work, without concern for personal gain or self-interest.
Perseverance30
A tendency to exhibit determination and resolve to perform or complete tasks in the face of difficult circumstances or obstacles at work.
Social Orientation27
A tendency to seek out, enjoy, and be energized by social interaction at work.
Empathy26
A tendency to show concern for others and be sensitive to others' needs and feelings at work.
Achievement Orientation25
A tendency to establish and maintain personally challenging work-related goals, set high work-related standards, and exert high effort toward meeting those goals and standards.

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Humility21
A tendency to be modest and humble when interacting with others at work.
Adaptability18
A tendency to be open to and comfortable with change, new experiences, or ideas at work.
Self-Confidence16
A tendency to believe in one's work-related capabilities and ability to control one's work-related outcomes.
Optimism14
A tendency to exhibit a positive attitude and positive emotions at work, even under difficult circumstances.
Initiative11
A tendency to be proactive and take on extra responsibilities and tasks that may fall outside of one's required work role.
Intellectual Curiosity4
A tendency to seek out and acquire new work-related knowledge and obtain a deep understanding of work-related subjects.

Interests (RIASEC)

Holland's six occupational interest types (RIASEC) this work tends to attract.

Conventional100
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
Enterprising48
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.
Social26
Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.
Investigative24
Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the fields of humanities, mathematics/statistics, information technology, or health care service.
Realistic4
Work involves designing, building, or repairing of equipment, materials, or structures, engaging in physical activity, or working outdoors. Realistic occupations are often associated with engineering, mechanics and electronics, construction, woodworking, transportation, machine operation, agriculture, animal services, physical or manual labor, athletics, or protective services.
Artistic0
Work involves creating original visual artwork, performances, written works, food, or music for a variety of media, or applying artistic principles to the design of various objects and materials. Artistic occupations are often associated with visual arts, applied arts and design, performing arts, music, creative writing, media, or culinary art.

Work Context

Physical and social factors that influence the nature of work.

E-Mail
- Every day100%
Spend Time Sitting
- Continually or almost continually91%
Telephone Conversations
- Every day83%
- Once a week or more but not every day16%
Importance of Being Exact or Accurate
- Extremely important65%
- Very important23%
- Important12%
Importance of Repeating Same Tasks
- Extremely important59%
- Very important34%
Indoors, Environmentally Controlled
- Every day85%
- Never14%
Contact With Others
- Constant contact with others60%
- Contact with others most of the time18%
- Contact with others about half the time16%
Determine Tasks, Priorities and Goals
- A lot of freedom39%
- Some freedom40%
- Limited freedom19%
Written Letters and Memos
- Every day55%
- Once a week or more but not every day16%
- Once a month or more but not every week17%
Work With or Contribute to a Work Group or Team
- Extremely important46%
- Very important25%
- Important19%
Time Pressure
- Every day48%
- Once a week or more but not every day20%
- Once a month or more but not every week17%
Face-to-Face Discussions with Individuals and Within Teams
- Every day44%
- Once a week or more but not every day22%
- Once a month or more but not every week16%
- Once a year or more but not every month14%

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Spend Time Making Repetitive Motions
- Continually or almost continually46%
- More than half the time23%
- About half the time14%
Frequency of Decision Making
- Every day53%
- Once a week or more but not every day16%
- Never17%
Freedom to Make Decisions
- A lot of freedom29%
- Some freedom32%
- Limited freedom23%
- Very little freedom14%
Deal With External Customers or the Public in General
- Extremely important43%
- Very important17%
- Fairly important14%
- Not important at all16%
Impact of Decisions on Co-workers or Company Results
- Very important results28%
- Important results39%
- Minor results16%
Degree of Automation
- Highly automated28%
- Moderately automated41%
- Slightly automated22%
Coordinate or Lead Others in Accomplishing Work Activities
- Extremely important18%
- Very important28%
- Important13%
- Fairly important22%
- Not important at all20%
Dealing With Unpleasant, Angry, or Discourteous People
- Every day12%
- Once a week or more but not every day26%
- Once a month or more but not every week27%
- Once a year or more but not every month22%
- Never12%
Physical Proximity
- Moderately close (at arm's length)21%
- Slightly close (e.g., shared office)50%
- I work with others but not closely (e.g., private office)17%
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
- Continually or almost continually33%
- About half the time12%
- Never40%
Conflict Situations
- Once a week or more but not every day31%
- Once a month or more but not every week23%
- Once a year or more but not every month21%
- Never20%
Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable
- Every day26%
- Once a week or more but not every day17%
- Never46%
Duration of Typical Work Week
- More than 40 hours13%
- 40 hours56%
- Less than 40 hours31%
Level of Competition
- Highly competitive12%
- Moderately competitive46%
- Slightly competitive19%
- Not at all competitive19%
Work Outcomes and Results of Other Workers
- Very high responsibility14%
- Moderate responsibility28%
- Limited responsibility16%
- No responsibility37%
Consequence of Error
- Serious21%
- Fairly serious33%
- Not serious at all30%
Health and Safety of Other Workers
- Very high responsibility12%
- Moderate responsibility12%
- Limited responsibility15%
- No responsibility53%
Pace Determined by Speed of Equipment
- Important14%
- Not important at all75%
Spend Time Standing
- Less than half the time36%
- Never58%
Spend Time Walking or Running
- Less than half the time38%
- Never57%
Public Speaking
- Once a year or more but not every month23%
- Never73%
Dealing with Violent or Physically Aggressive People
- Once a year or more but not every month19%
- Never77%
Exposed to Extremely Bright or Inadequate Lighting Conditions
- Never89%
Exposed to Cramped Work Space, Awkward Positions
- Never92%
Indoors, Not Environmentally Controlled
- Never91%
Spend Time Bending or Twisting Your Body
- Never87%
Spend Time Kneeling, Crouching, Stooping, or Crawling
- Less than half the time21%
- Never79%
In an Enclosed Vehicle or Operate Enclosed Equipment
- Never92%
Exposed to Very Hot or Cold Temperatures
- Never95%
Exposed to Contaminants
- Never98%
Outdoors, Exposed to All Weather Conditions
- Never98%
Work Schedules
- Regular (established routine, set schedule)99%
Exposed to Disease or Infections
- Never99%
Exposed to Hazardous Conditions
- Never100%
Exposed to Hazardous Equipment
- Never100%
Exposed to High Places
- Never100%
Exposed to Minor Burns, Cuts, Bites, or Stings
- Never100%
Exposed to Radiation
- Never100%
Exposed to Whole Body Vibration
- Never100%
In an Open Vehicle or Operating Equipment
- Never100%
Outdoors, Under Cover
- Never99%
Spend Time Climbing Ladders, Scaffolds, or Poles
- Never100%
Spend Time Keeping or Regaining Balance
- Never100%
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
- Never100%
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
- Never100%

Typical Education Levels Reported

Education levels O*NET survey respondents in this occupation most often reported having.

High school diploma or equivalent
Associate’s degree or other 2-year degree
Some college, no degree

Technology Skills

Specific software and technology tools commonly used on the job.

Data base user interface and query software
Database software, Microsoft Access, Policy issuance system software, Xactware Xactimate
Instant messaging software
GroupMe
Medical software
Healthcare common procedure coding system HCPCS, Medical condition coding software, Medical procedure coding software
Electronic mail software
IBM Lotus Notes, MicroFocus GroupWise, Microsoft Outlook
Internet browser software
Microsoft Internet Explorer, Web browser software
Spreadsheet software
Microsoft Excel
Accounting software
Account management software
Document management software
InSystems Calligo Enterprise
Office suite software
Microsoft Office software
Operating system software
Microsoft Windows
Word processing software
Microsoft Word
Financial analysis software
Insurance rating software
Presentation software
Microsoft PowerPoint
Billing and invoicing software
Billing software

Professional Associations

Organizations related to this occupation, such as industry and licensing bodies.

Related Occupations

Occupations that call for similar work and worker requirements.

Detailed Work Activities

More specific, granular versions of the Work Activities above.

Prepare documentation for contracts, transactions, or regulatory compliance.
Check data for recording errors.
Execute sales or other financial transactions.
Calculate costs of goods or services.
Compile data or documentation.
Send information, materials or documentation.
Review customer insurance information.
Discuss account status or activity with customers or patrons.
Maintain operational records.
Enter information into databases or software programs.
Explain regulations, policies, or procedures.
Provide notifications to customers or patrons.

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Verify accuracy of financial or transactional data.
Collect deposits, payments or fees.
Answer telephones to direct calls or provide information.
Interview employees, customers, or others to collect information.
Obtain personal or financial information about customers or applicants.
Prepare business correspondence.
Provide information to coworkers.
Maintain financial or account records.
Calculate financial data.

Apprenticeship Occupations

Registered apprenticeship program titles associated with this occupation.

General Insurance Associate

This page incorporates information from O*NET Web Services by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA).

Based on federal labor and demographic data. Data source & methodology