Overview
Insurance Agents represent insurance companies in selling insurance to clients.
Day-to-day
- 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.
To become an Insurance Agent
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You can work as an Insurance Agent without formal qualifications, however, a certificate III, IV or diploma in general insurance or personal injury management may be useful. Insurance Agents sometimes have university qualifications in related areas such as business, management and commerce.
Find a Certificate in General Insurance or Insurance Broking
Skills employers are looking for
