INSURANCE AGENTS – UNIT GROUP 6112

General Description

INSURANCE AGENTS represent insurance companies in selling insurance to clients.

 

Indicative Skill Level

ANZSCO Skill Level: 2、3

In Australia the majority of occupations in this unit group have:

  • AQF Certificate III including at least two years of on-the-job training, or AQF Certificate IV or at least three years of relevant experience (ANZSCO Skill Level 3)

In New Zealand the majority of occupations in this unit group have:

  • NZQF Diploma, or at least three years of relevant experience (ANZSCO Skill Level 2)

In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.

Registration or licensing is required.

 

Task Information

    • 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

 

Occupation in this group:

611211 INSURANCE AGENT
Represents insurance companies in selling insurance to clients. Registration or licensing is required.

Specialisations: Insurance Underwriter、Life Assurance Representative

Scroll to Top
error: Alert: Content is protected !!