VETASSESS职业Insurance Agent 611211保险代理人职业介绍Information Sheet

Insurance Agent 611211保险代理人职业基本介绍

保险代理人代表保险公司销售保险给客户。

An Insurance Agent represents insurance companies in selling insurance to clients.

以下职业 可以 算入该职业组别:

  • 保险承保人 Insurance Underwriter
  • 寿险代理人 Life Assurance Representative

以下职业 不能 算入该职业组别:

  • 保险经纪人 Insurance Broker
  • 保险顾问 Insurance Consultant
  • 保险调查员,理赔员和风险测量员 Insurance Investigators, Loss Adjusters and Risk Surveyors
  • 金融投资顾问 Financial Investment Adviser
  • 金融机构分支经理 Financial Institution Branch Manager
  • 销售助理和销售人员 Sales Assistants and Salespersons
  • 销售代表(商业服务)Sales Representative (Business Services)

飞出国注:以上这些职业都有对应其他ANZSCO代码或者不够该职业的技能水平。

Insurance Agent 611211保险代理人职业评估要求

  1. Insurance Agent 611211保险代理人属于VETASSESS评估的Group D职业,要求至少有等同于澳洲Certificate III层次学历才可以。包括三种情况:
  • Certificate IV层次学历且专业是与提名职业高度相关的,那么需要近五年内有一年与提名职业相关的工作经验
  • Certificate IV层次学历但专业不是与提名职业相关的,那么需要近五年内有两年与提名职业相关的工作经验
  • Certificate II层次学历且专业是与提名职业高度相关的,那么需要近五年内有三年与提名职业相关的工作经验

如果申请人的相关工作经验是在获得Certificate III或者Certificate IV学历之前的,那么可以是近五年内有一年相关工作经验的基础上,有额外三年相关的工作经验

  1. Insurance Agent 611211保险代理人学历要求至少有专科学历,相关专业可以是保险Insurance,商业Business,商务Commerce,以及管理学Management

  2. 工作经验要求,学历前的工作经验可以纳入职评考虑范围内,高度相关的工作职责,包括:

  • 采访客户以确定他们的保险需求 Interviewing clients to identify their insurance needs
  • 向客户解释保险和条件、风险范围、保费和福利的详细信息 Explaining to clients the details of insurance and conditions, risk coverage, premiums and benefits
  • 协助客户确定所需的保险范围类型和级别 Assisting clients to determine the type and level of coverage required
  • 计算保费并确定支付方式 Calculating premiums and establishing method of payment
  • 审查客户的情况,以确保保险的水平和覆盖范围仍然合适 Reviewing clients’ circumstances to ensure that the level and coverage of insurance are still appropriate
  • 解决和监控保险索赔,以确保客户和保险公司都对结果感到满意 Settling and monitoring insurance claims to ensure that both client and insurer are satisfied with the outcome
  • 记录有关客户及其保单的信息 Recording information about clients and their policies
  • 识别和起草来自各种来源的潜在客户名单,并联系他们安排面谈 Identifying and drawing up lists of potential clients from a variety of sources and contacting them to arrange interviews
  • 及时了解保险业的变化,并通知客户新的发展 Keeping up-to-date with changes in the insurance industry and informing clients of new developments.
  1. Insurance Agent 611211保险代理人就业情况:
  • 保险代理人通过各种方式销售保险,例如亲自、通过电话或在线销售。 凭借经验,他们可以领导和指导代理人团队,设定销售目标并确保实现这些目标。 他们保持对相关产品和行业发展的了解。
  • 保险代理人可以从一家公司销售保险,也可以代表多家公司。 他们通常会从销售中获得佣金。
  • 一些保险代理人拥有并管理一家保险代理机构。 除了与该职业相关的一般任务外,他们还可以监督该机构的日常运作,协调其他代理人的工作,并为该机构处理行政和财务事务。

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-today running of the agency, coordinate the work of other agents, and handle administrative and financial transactions for the agency.

  1. 其他证明材料:除开VETASSESS常规要求的工作材料,申请人还可以提供执业证明(如有),协会会员证明,获奖证明,也可以将相关培训课程或者执业注册证书等在简历中说明.

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.

飞出国:以上VETASSESS职业评估Insurance Agent 611211保险代理人职业介绍Information Sheet为官网2021年09月公布的最新版本,目前依然有效,该Information Sheet内容根据VETASSESS职业评估需要会不定期修改。