Major Group: 6 - Sales Workers | Sub-Major Group: 61 - Sales Representatives and Agents | Minor Group: 611 - Insurance Agents and Sales Representatives | Unit Group: 6112 - Insurance Agents
Description: Represents insurance companies in selling insurance to clients. Registration or licensing is required.
Skill Level 3 : Occupations at Skill Level 3 have a level of skill commensurate with one of the following:
- NZ Register Level 4 qualification
- AQF Certificate IV or
- AQF Certificate III including at least two years of on-the-job training.
At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
Specialisations
Insurance Underwriter
Life Assurance Representative
Specialisation titles are any commonly used titles which refer to a subset of jobs belonging to the occupation designated in the principal title. These jobs involve the performance of specialised tasks rather than the broader range of tasks usually performed in the occupation.
UNIT GROUP 6112: INSURANCE AGENTS
Description: Represent insurance companies in selling insurance to clients.
Skill Level: Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.
- In Australia:
AQF Certificate III including at least two years of on-the-job training, or AQF Certificate IV (ANZSCO Skill Level 3)
At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
Registration or licensing is required.
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