Overview
Represents insurance companies in selling insurance to clients. Registration or licensing is required.
Skills
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)
Tasks
- 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
Specialisations
- Insurance Underwriter
- Life Assurance Representative
Source: 1220.0 - ANZSCO - Australian and New Zealand Standard Classification of Occupations, First Edition.
Note: The tasks associated with the occupation are to be used as guidance only. The tasks listing may include tasks associated with the grouping/category to which the occupation belongs.
Training Pathways
6 courses found.
| Course name | Providers |
|---|---|
FNS51920: Diploma of Personal Injury and Disability Insurance Management
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FNS51120: Diploma of General Insurance
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FNS51115: Diploma of General Insurance
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FNS42120: Certificate IV in Personal Injury Management
|
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FNS41422: Certificate IV in General Insurance
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FNS41415: Certificate IV in General Insurance
|