Служащий страховой компании — работа в Финляндии
Insurance clerks perform general clerical and administrative duties in an insurance company, other service institution, for a self-employed insurance agent or broker or for a government institution. They offer assistance and provide information about insurances to customers and they manage the paperwork of insurance agreements.
Служащий страховой компании - Какие навыки обязательны?
Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.
Handle work-related paperwork ensuring that all relevant requirements are met.
Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.
Being able to implement written or oral instructions.
Make appropriate and timely use of office systems used in business facilities depending on the aim, whether for the collection of messages, client information storage, or agenda scheduling. It includes administration of systems such as customer relationship management, vendor management, storage, and voicemail systems.
Program, prepare, and perform activities required to be performed everyday in offices such as mailing, receiving supplies, updating managers and employees, and keeping operations running smoothly.
Compose work-related reports that support effective relationship management and a high standard of documentation and record keeping. Write and present results and conclusions in a clear and intelligible way so they are comprehensible to a non-expert audience.
Perform administrative tasks such as filing, typing up reports and maintaining mail correspondence.
The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.
Data communication performed through digital means such as computers, telephone or e-mail.
Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.
Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.
Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.
The various types of risk or loss transfer policies that exist and their characteristics, such as health insurance, car insurance or life insurance.
Служащий страховой компании - Какие навыки полезны, но не обязательны?
Observe, track and analyse financial transactions made in companies or in banks. Determine the validity of the transaction and check for suspicious or high-risk transactions in order to avoid mismanagement.
The law and legislation concerning the policies of transferring risks or losses from one party, the insured, to another, the insurer, in exchange for a periodic payment. This includes the regulation of insurance claims and the business of insurance.
The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity trading, trading in equities, futures and options trading.
Gather information about the insurance needs of a client, and give information and advice about all possible insurance options.
Analyse all documentation related to a specific insurance case in order to ensure that the application for insurance or the claims process was handled according to guidelines and regulations, that the case will not pose significant risk to the insurer or whether claims assessment was correct, and to assess the further course of action.
Communicate with professionals in the field of banking in order to obtain information on a specific financial case or project for personal or business purposes, or on behalf of a client.
Use appropriate questions and active listening in order to identify customer expectations, desires and requirements according to product and services.
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.
File a factual request to an insurance company in case a problem occurs which is covered under an insurance policy.
Manage, process and evaluate submitted requests for insurance in case a problem, which is covered under an insurance policy, occurs. The claim may or may not be approved, based on assessment of the circumstances.
Understand the principles of insurance, including third party liability, stock and facilities.
Display results, statistics and conclusions to an audience in a transparent and straightforward way.
Tax legislation applicable to a specific area of specialisation, such as import tax, government tax, etc.
Process incoming claims in order to assess their nature and categorise them according to the different types of insurance and claims handling procedures, in order to ensure proper administrative handling, and to guarantee that the claim may proceed to the correct loss adjuster or other claims professionals.
The set of rules that govern the activity of a company.
Keep track of and finalise all formal documents representing the financial transactions of a business or project.
The trends and major driving factors in the insurance market, insurance methodologies and practices, and the identification of the major stakeholders in the insurance sector.
Другие профессии
- Служащий по инвестиционным операциям
- Финансовый менеджер
- Специалист бэк-офиса
- Ассистент в сфере недвижимости
- Аналитик мидл-офиса
- Кассир-операционист
- Кассир обменного пункта
- Финансовый консультант
- Трейдер по ценным бумагам
- Трейдер на финансовых рынках
- Брокер по ценным бумагам
- Менеджер по работе с клиентами банка