| 1. | Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance. |
| 2. | Process and record new insurance policies and claims. |
| 3. | Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies. |
| 4. | Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled. |
| 5. | Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes. |
| 6. | Correspond with insured or agent to obtain information or inform them account status or changes. |
| 7. | Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts. |
| 8. | Notify insurance agent and accounting department of policy cancellation. |
| 9. | Interview clients and take their calls to provide customer service and obtain information on claims. |
| 10. | Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met. |
| 11. | Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers. |
| 12. | Collect initial premiums and issue receipts. |
| 13. | Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards. |
| 14. | Obtain computer printout of policy cancellations or retrieve cancellation cards from file. |
| 15. | Compose business correspondence for supervisors, managers and professionals. |
| 16. | Check computations of interest accrued, premiums due, and settlement surrender on loan values. |