Insurance Agents
- Classification
- Unit
- Major group
- Sales Workers
Classification
- Major group
- 6Sales Workers
- Sub-major group
- 61Sales Representatives and Agents
Description
UNIT GROUP 6112 INSURANCE AGENTS INSURANCE AGENTS represent insurance companies in selling insurance to clients.
Skill level
Australia
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)
New Zealand
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.
Tasks
Tasks include
- 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
Occupations in this unit group
Sources
No migration-list data supplied for this code.
