5993-11 Insurance Agent
Liaises between insurance companies and clients and organises the completion of documentation to provide insurance cover for new and existing clients.
Skill Level:
The entry requirement for this occupation is an AQF Certificate III or higher qualification or at least 3 years relevant experience. In some instances relevant experience is required in addition to the formal qualification. Registration or licensing is required.
Tasks Include:
- interviews customers to explain insurance policies and conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
- compiles lists of prospective clients from directories and other sources
- makes contact with prospective clients to seek interviews and gauge interest
- researches new insurance products to assist current and potential clients
- may collect premiums and keep records of payments
Specialisations:
Insurance Underwriter
Life Assurance Representative
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