INSURANCE AGENT

ANZSCO Code: 611211

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

Skill Level

3

Specialistaion
  • Insurance Underwriter
  • Life Assurance Representative

Group: INSURANCE AGENTS

ANZSCO Code: 6112

INSURANCE AGENTS represent insurance companies in selling insurance to clients.

Indicative Skill Level

Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below. In Australia

In Australia

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)

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