Description
Represents insurance companies in selling insurance to clients. Registration or licensing is required.
Skill Level
3
Alternative Titles
NULL
Specializations
- Insurance Underwriter
- Life Assurance Representative
Skills Assessment Authority
Caveats
Group: 6112 Insurance Agents
Description
represent insurance companies in selling insurance to clients.
Tasks
- interviewing clients to identify their insurance needs
- explaining to clients details of insurance and conditions, risk coverage, premiums and benefits
- assisting clients to determine the type and level of coverage required
- calculating premiums and establishing method of payment
- reviewing clients’ circumstances to ensure that the level and coverage of insurance is still appropriate
- settling and monitoring insurance claims to ensure that both client and insurer are satisfied with the outcome
- recording information about clients and their policies
- identifying and drawing up lists of potential clients from a variety of sources and contacting them to arrange interviews
- keeping up-to-date with changes in the insurance industry and informing clients of new developments
Skill Level
Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.