Finance & Insurance Clerks - Occupations - VTC Occupation Dictionary

Descriptions & Duties

Finance & Insurance Clerks perform clerical duties in relation to the issue of insurance policies and endorsements. They keep records and statistics.

Generic Competencies

Physical abilities

Technology
skills

Cognitive
abilities

Comprehension and expression

Social skills

Organisation and execution skills

Problem
solving skills

Management
skills

Physical Abilities

Physical abilities

Physical strength
Eye hand coordination / precision / dexterity

Importance:1 (Max:5)

Skill is rarely required

Technology Skills

Technology skills

Computer literacy
Application of technology

Importance:3 (Max:5)

Skill is basically required

Cognitive Abilities

Cognitive abilities

Creativity
Visualisation
Logical thinking

Importance:3 (Max:5)

Skill is basically required

Comprehension And Expression

Comprehension and expression skills

Reading comprehension
Oral / written expression

Importance:3 (Max:5)

Skill is basically required

Social Skills

Social skills

Communication
Negotiation
Persuasion

Importance:2 (Max:5)

Skill is occasionally required

Organisation And Execution Skills

Organisation and execution skills

Planning
Organising
Judgement
Decision making

Importance:3 (Max:5)

Skill is basically required

Problem Solving Skills

Problem solving skills

Ability to solve simple and complex problems effectively and efficiently

Importance:3 (Max:5)

Skill is basically required

Management Skills

Management skills

Leadership
Management of finance / time / people / other resources

Importance:2 (Max:5)

Skill is occasionally required

Trade Specific Competencies

Clerical skills

Typing, filing and record keeping are common tasks for Finance & Insurance Clerks.

Computer skills

To prepare records/ reports, Finance & Insurance Clerks must have good computer knowledge, e.g. MS office applications (mainly Word, Excel and PowerPoint), Chinese word processing, etc.

Mathematics skills

Finance & Insurance Clerks must have good basic mathematics skills to calculate charges.

General Requirements

Academic qualification

usually have secondary 5 or above education level. Holders of a Diploma/ Higher Diploma/ Associate Degree in Accounting or related discipline are advantageous. Passing the Insurance Intermediaries Qualifying Examination (Paper 1/2/3) is preferable (for the post of Insurance Clerk).

Experience