全国400咨询电话

400-622-8284

网站讲座

职业综述

 

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

欢迎加入微信