Group
Occupation
612131 Insurance Agent
Latest release
Consultation draft: Australian and New Zealand Standard Classification of Occupations (ANZSCO)
Reference period
July 2024
Released
25/07/2024
First release
612131 Insurance Agent
Represents insurance companies in selling insurance to clients.
Registration or licensing is required.
Specialisation
- Insurance Underwriter
ANZSCO skill level
This occupation has a skill level corresponding to the qualifications and experience below.
Australia
- Skill Level 3: AQF Certificate III including at least two years of on-the-job training, AQF Certificate IV, or at least three years of relevant experience
New Zealand
- Skill Level 2: NZQF Diploma, or at least three years of relevant experience
Main tasks
- Interviews clients to identify their insurance needs
- Explains to clients details of insurance and conditions, risk coverage, premiums, and benefits
- Assists clients to determine the type and level of coverage required
- Reviews client's circumstances to ensure that the level and coverage of insurance is still appropriate
- Sets and monitors insurance claims to ensure that both client and insurer are satisfied with the outcome
- Records information about clients and their policies
- Keeps up to date with changes in the insurance industry and informs clients of new developments