General Insurance Associate (2040CB V1) Competency-Based

Risk Management Solutions of America, Inc

Registered 2025

Illinois (OA)

Documents

Individual state requirements may vary. Please contact your local apprenticeship office to ensure this version is suitable to your state’s requirements.

Work Process Schedule

Work Process Content

On the Job Training

Anonymous

Skills

Prepare documentation for contracts, transactions, or regulatory compliance.

190

Prepare insurance claim forms or related documents and review them for completeness.
Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.

Check data for recording errors.

190

Prepare insurance claim forms or related documents and review them for completeness.

Execute sales or other financial transactions.

190

Pay small claims.

Calculate costs of goods or services.

190

Calculate amount of claim.
Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.

Compile data or documentation.

190

Post or attach information to claim file.

Send information, materials or documentation.

190

Transmit claims for payment or further investigation.

Review customer insurance information.

190

Review insurance policy to determine coverage.
Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.

Discuss account status or activity with customers or patrons.

190

Contact insured or other involved persons to obtain missing information.

Maintain operational records.

190

Process and record new insurance policies and claims.

Enter information into databases or software programs.

190

Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
Enter insurance and claims related information into database systems.

Explain regulations, policies, or procedures.

190

Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.

Provide notifications to customers or patrons.

190

Correspond with insured or agent to obtain information or inform them of account status or changes.

Verify accuracy of financial or transactional data.

190

Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
Check computations of interest accrued, premiums due, and settlement surrender on loan values.

Collect deposits, payments or fees.

190

Collect initial premiums and issue receipts.

Obtain personal or financial information about customers or applicants.

190

Obtain computer printout of policy cancellations or retrieve cancellation cards from file.

Prepare business correspondence.

190

Compose business correspondence for supervisors, managers, and professionals.

Provide information to coworkers.

190

Notify insurance agent and accounting department of policy cancellation.

Maintain financial or account records.

190

Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.

Calculate financial data.

190