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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.

Main tasks

  • 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.

Source: Office for National Statistics.

Salary and earnings

Potential earnings

£31,874.59

Average earnings

£22,005.56

Source: Office for National Statistics' Annual Survey of Hours and Earnings (ASHE).

Skills & knowledge

The top 5 most important skills and knowledge requirements relevant to this career.

Reading Comprehension

Understanding written sentences and paragraphs in work related documents.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Learning Strategies

Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Active Learning

Understanding the implications of new information for both current and future problem-solving and decision-making.

Clerical

Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Computers and Electronics

Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Mathematics

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

What course level do I need to study?

The level of study required will vary with each job, sector and company. The table below shows the level of study achieved by those currently working in this career choice.

Educational requirements: Level 2 NVQ; GCSE at grades A*-C

Source: Office for National Statistics.

Level of study Percentage achieved
Level 0 2%
Level 1 2%
Level 2 22%
Level 3 37%
Level 4-5 (Higher Education) 7%
Level 6 (Bachelors) 27%
Level 7 (Masters or equivalent) 3%

Source: Labour Force Survey (LFS) data.

Economic data for careers is provided by Lightcast and also available through our Career Coach app. Job postings, employment and earnings information is represented at the regional level for the East Midlands.