Latest release
Unit Group

6211 Insurance Agents

OSCA - Occupation Standard Classification for Australia
Reference period
2024, Version 1.0

6211 Insurance Agents

Represent insurance companies in selling insurance to clients.

OSCA skill level

The occupations in this unit group have a skill level corresponding to the qualifications and experience below.

  • Skill Level 3: AQF Certificate III including at least two years of on-the-job training, AQF Certificate IV, or at least three years of relevant experience
Occupation

621131 Insurance Agent

Represents insurance companies in selling insurance to clients.

Registration or licensing is required.

Specialisation

  • Insurance Underwriter

Skill level: 3

Main tasks

  • Interviews clients to identify their insurance needs
  • Explains to clients details of insurance and conditions, risk coverage, premiums and benefits
  • Assists clients to determine the type and level of coverage required
  • Reviews client's circumstances to ensure that the level and coverage of insurance is still appropriate
  • Sets and monitors insurance claims to ensure that both client and insurer are satisfied with the outcome
  • Records information about clients and their policies
  • Keeps up to date with changes in the insurance industry and informs clients of new developments