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    6112 保险代理人

     

    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