UNIT GROUP 6112 保险代理人INSURANCE AGENTS
INSURANCE AGENTS represent insurance companies in selling insurance to clients.
保险代理人代表保险公司向客户销售保险。
技能要求 Indicative Skill Level:
Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.
本组中大多数职业有相当的技能水平与下述资质和经验。
In Australia:在澳大利亚:
AQF Certificate III including at least two years of on-the-job training, or AQF Certificate IV (ANZSCO Skill Level 3)
三级证书包括至少两年的在职培训,或四级证书(ANZSCO 3级水平)
In New Zealand:在新西兰:
NZ Register Level 4 qualification (ANZSCO Skill Level 3)
新西兰注册4级资质(ANZSCO 3级水平)
At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
至少三年以上相关经验可以代替上述资格。在某些情况下,相关经验和/或培训可能是除了正式的资格要求。
Registration or licensing is required.需要注册或许可证。
Tasks Include:任务包括:
• interviewing clients to identify their insurance needs
•访谈客户识别他们的保险需求
• explaining to clients details of insurance and conditions, risk coverage, premiums and benefits
•解释客户保险的条件,险,保费和福利
• assisting clients to determine the type and level of coverage required
•协助客户确定的类型和级别的覆盖要求
• calculating premiums and establishing method of payment
•计算保费和建立的付款方法
• reviewing clients' circumstances to ensure that the level and coverage of insurance is still appropriate
•审查客户的情况下确保水平和保险覆盖面仍然是适当的
• settling and monitoring insurance claims to ensure that both client and insurer are satisfied with the outcome
•沉降监测保险索赔以确保客户和公司都满意的结果
• recording information about clients and their policies
对客户和他们的政策•记录信息
• identifying and drawing up lists of potential clients from a variety of sources and contacting them to arrange interviews
•识别和制定潜在客户列表从各种来源和与他们联系,安排面试
• keeping up-to-date with changes in the insurance industry and informing clients of new developments
•在保险行业的变化和通知客户保持最新的新发展
Occupation:职业:
611211保险代理人Insurance Agent
Represents insurance companies in selling insurance to clients. Registration or licensing is required.代表客户销售保险的保险公司。需要注册或许可证。
Skill Level: 3技能要求:3
Specialisations:专业:
Insurance Underwriter保险商
Life Assurance Representative生活保证代表