Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.

In Australia:

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

In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.

Registration or licensing is required.

• 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

• 611211 Insurance Agent

Represents insurance companies in selling insurance to clients. Registration or licensing is required.

Skill Level: 3

Specialisations:

• Insurance Underwriter
• Life Assurance Representative