A professional who analyzes and answers requests by mail, telephone, or in person from policyholders, beneficiaries, or others for information concerning insurance policies. Respnsibilities include:

• Searches company records to obtain information requested by customer.
• Estimates loan or cash value of policy for policyholders, using rate books and calculating machine.
• Interprets policy provisions to determine methods of effecting desired changes, such as change of beneficiary or type of insurance, or change in method of payment.
• Mails or gives out specified forms and routes completed forms to various units for processing.
• Analyzes policy transactions and corrects company records to adjust errors.
• May compose formal synopses of company and competitor policies for use by sales force.
• May provide information for pensioners and be designated Pensionholder-Information Clerk.