UNIT GROUP 5993 INSURANCE AGENTS
INSURANCE AGENTS liaise between insurance companies and clients and organise the completion of documentation to provide insurance cover for new and existing clients.
The entry requirement for this unit group is an AQF Certificate III or higher qualification or at least 3 years relevant experience. In some instances relevant experience may substitute for the formal qualification.
- interviewing customers to explain insurance policies and conditions, risks covered, premium rates and benefits, and making recommendations on the amount and type of cover
- compiling lists of prospective clients from directories and other sources and making contact with prospective clients to seek interviews and gauge interest
- researching new insurance products to assist current and potential clients