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
VETASSESS
Caveats
No caveats apply to this occupation.
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 an AQF Certificate III including at least two years of on-the-job training, or AQF Certificate IV (ANZSCO Skill Level 3).
At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.