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
Next release Unknown
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
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