Insurance Agent

Highly relevant tasks include, but are not limited to:

• Interviewing clients to identify their insurance needs.
• Explaining to clients the 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 are 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.

Insurance Agents sell insurance through various means, such as in person, over the phone, or online. With experience, they may lead and mentor teams of agents, set sales targets and ensure these are met. They maintain their knowledge of relevant products and industry development.

Insurance Agents may sell insurance from a single company, or represent multiple companies. They usually receive commission on their sales.

Some Insurance Agents own and manage an insurance agency. In addition to the general tasks associated with this occupation, they may oversee the day-to-day running of the agency, coordinate the work of other agents, and handle administrative and financial transactions for the agency.

When applying for a Skills Assessment, please ensure you submit sufficient evidence supporting your proof of identity, qualification and employment claims. A full list of the documents required can be found on the VETASSESS website under Eligibility Criteria.

While the VETASSESS Skills Assessment for migration purposes is distinct from an assessment for professional membership or registration purposes, you are advised to provide copies of relevant professional membership/ licensing documents (including from overseas) if held.

You are also further encouraged to provide evidence of membership of or affiliation to industry or professional bodies and copies of any relevant prizes, certificates or other forms of commendation.

You should also provide details of any relevant training or professional development courses undertaken. These may be detailed in the Curriculum Vitae/Resume provided.