Insurance Broker 222113保险经纪人职业基本介绍
保险经纪人作为独立代理人为一系列保险公司销售人寿、火灾、事故、工业或其他形式的保险
An Insurance Broker operates as an independent agent to sell life, fire, accident, industrial or other forms of insurance for a range of insurance companies.
以下职业 不能 算入该职业组别：
- 保险代理人 Insurance Agent
- 金融经纪人 Finance Broker
- 其他未分类的保险经纪人 Financial Brokers nec
- 商业经纪人 Business Broker
- 金融投资顾问和经理 Financial Investment Advisers and Managers
- 保险顾问（保险人员）Insurance Consultant (Insurance Clerk)
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 Broker 222113保险经纪人职业评估要求
- Insurance Broker 222113保险经纪人属于VETASSESS评估的Group C职业，要求至少有等同于澳洲专科Diploma层次学历才可以。申请人可以通过以下四类途径之一满足评估要求：
- 专科学历且是与提名职业高度相关的专业，那么需要近五年内有一年与提名职业相关的工作经验
- 专业科学历但专业不是与提名职业相关的，但是有相关专业的专科以下学历（等同于澳洲Certificate IV层次），那么需要近五年内有一年与提名职业相关的工作经验
- 专科学历且专业不是与提名职业相关的，且没有其他相关专业的学历，那么需要近五年内有两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专科学历之前的，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（这三年可以不是近五年内的，但是需要是近十年内的）
-
Insurance Broker 222113保险经纪人学历要求至少有专科学历，相关专业可以是保险经纪 Insurance Broking
-
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：
- 与潜在客户面谈，解释保险单条件、承保风险、保费率和福利，并就所需保险的金额和类型提出建议Interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and making recommendations on the amount and type of cover required
- 通过银行、贷方、资金方和保险公司为客户安排保险 Arranging insurance for clients through banks, lenders, financiers and insurance companies
- 识别客户保险的重大风险变化并提供建议 Identifying and advising on significant risk changes to clients’ insurance.
- 从目录和其他来源编制潜在客户名单 Compiling lists of prospective clients from directories and other sources
- 与潜在客户联系以寻求面试和评估兴趣 Making contact with prospective clients to seek interviews and gauge interest
- 研究和审查可用的保险产品，以确保向客户提供最合适的产品 Researching and reviewing available insurance products to ensure the most appropriate are offered to clients
- 与客户打交道以促进保险会议并扩大现有的保险组合 Dealing with clients to facilitate insurance meetings and to grow the existing insurance portfolio
- 为保留和业务增长实现预算收入 Achieving budgeted revenue for retention and growth in business.
- Insurance Broker 222113保险经纪人就业情况：
-
保险经纪人是具有保险和风险管理知识的专业顾问。 经纪人代表他们的客户工作，而不是为保险公司工作，并且通常需要为客户的最佳利益提供专业建议。 他们可能专注于一种特定类型的保险或行业，或者他们可能处理许多不同的类型。 一些保险经纪人可能是自雇的。
-
担任保险代理人的工作不会被视为高度相关，因为代表特定公司的代理人仅就该公司的保险产品提供建议。 保险经纪人独立运作，对应多家公司安排保险。
-
An Insurance Broker is a professional adviser with knowledge of insurance and risk management. Brokers work on behalf of their clients, not for insurance companies, and are generally required to provide professional advice in their clients’ best interest. They may specialise in one specific type of insurance or industry, or they may deal with many different types. Some Insurance Brokers may be self-employed.
-
Employment as an Insurance Agent will not be considered as highly relevant, as agents representing a particular company only provide advice on that company’s insurance products. Insurance Brokers operate independently to arrange insurance from a range of companies
- 其他证明材料：除开VETASSESS常规要求的工作材料，申请人可以提供执业证明（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。
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 licensing or registration purposes, you are advised to provide copies of relevant licences (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 Broker 222113保险经纪人职业介绍Information Sheet为官网2021年10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。
