Administrator

Archetype 1 Administrator

Any administrator should excel at:

  • Providing information to supervisors, co-workers, and subordinates, as well as 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.
  • Maintaining information files and processing paperwork.
  • Recruiting, interviewing, selecting, hiring, and promoting employees in an organization, and getting them to work together to accomplish tasks by encouraging and building mutual trust, respect, and cooperation.

Strategist

Archetype 8 Strategist

Most strategists should excel at:

  • Establishing long-range objectives and specifying the strategies and actions to achieve them.
  • Analyzing information and evaluating results to choose the best solution and solve problems.
  • Developing specific goals and plans to prioritize, organize, and accomplish your work.
  • Scheduling events, programs, and activities, as well as the work of others.

Other work activities related to Insurance policy processing clerks

  • Modifying, updating, and processing the existing policies and claims to reflect any changes in beneficiary, amount of coverage, or types of insurances.
  • Processing and recording new insurance policies and claims.
  • Reviewing and verifying data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
  • Organizing and working with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
  • Examining letters from policyholders or agents, original insurance applications, and other company documents for determining if changes are needed and effects of changes.
  • Corresponding with insured or agent for obtaining information or informing them of account status or changes.
  • Transcribing data to worksheets and entering data into computer for using in preparing documents and adjusting accounts.
  • Notifying insurance agent and accounting department of policy cancellation.