Pensions and Insurance Clerks and Assistants

Pensions and insurance clerks and assistants provide general clerical support to senior colleagues and perform specialist clerical tasks in relation to the administration of pensions and insurance policies.


New workers
£ 14,447
£ 21,614
£ 33,784

Available jobs

In the past year there were 70,444 vacancies for this type of job

Related courses

People work towards these careers by taking these courses at college and uni.

What they do most days?

  • Performs general clerical duties to support senior staff.

  • Issues application forms, policy documents, reminders, claims forms and other standard documentation.

  • Receives notice of changes to personal circumstances and updates files.

  • Transfers information from application forms and other documentation to computerised records.

  • Makes arrangements for financial advisers to visit clients and potential customers.

  • Checks forms completed by clients and contacts clients to obtain additional information or to clarify details.

  • Answers queries from clients and assists in interpreting and completing information requested on forms.

Hard Skills

Hard skills are specific, learnable, measurable, often industry or occupation-specific abilities related to a position.

Skills are ranked based on the number of job adverts that list them as required skills.

  • Claims Processing

  • Underwriting

  • Auditing

  • Finance

  • Key Performance Indicators (KPIs)

  • Accounting

  • Invoicing

  • Numeracy

  • Data Entry

  • Information Privacy

Soft Skills

Soft skills can be self-taught and usually do not necessitate a certain completed level of education.

Skills are ranked based on the number of job adverts that list them as required skills.

  • Communications

  • Customer Service

  • Management

  • Detail Oriented

  • Organizational Skills

  • Microsoft Excel

  • English Language

  • Microsoft Office

  • Negotiation

  • Problem Solving

How do I get a job like this?

People in these types of job started their career paths after studying courses like the ones below.