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.
Skill Level:
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.
Tasks Include:
- 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
Occupations:
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