Group
Occupation

621131 Insurance Agent

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

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
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