Insurance Agents represent insurance companies in selling insurance to clients.
Image sourced from Unsplash.
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This occupation may include associated occupations with varying 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
VET (Vocational Education And Training)
- Cert III in General Insurance
- Cert IV in General Insurance
- Diploma of General Insurance
- Advanced Diploma of Insurance Broking
Other Careers In This Industry
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