represent insurance companies in selling insurance to clients.
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
Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.
AQF Certificate III including at least two years of on-the-job training, or AQF Certificate IV (ANZSCO Skill Level 3)
In New Zealand:
NZ Register Level 4 qualification (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.
Registration or licensing is required.