400-622-8284
zixun@feac.cn
UNIT GROUP 6112 保險(xiǎn)代理人INSURANCE AGENTS
INSURANCE AGENTS represent insurance companies in selling insurance to clients.
保險(xiǎn)代理人代表保險(xiǎn)公司向客戶銷售保險(xiǎn)。
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.
本組中大多數(shù)職業(yè)有相當(dāng)?shù)募寄芩脚c下述資質(zhì)和經(jīng)驗(yàn)。
In Australia:在澳大利亞：
AQF Certificate III including at least two years of on-the-job training, or AQF Certificate IV (ANZSCO Skill Level 3)
三級證書包括至少兩年的在職培訓(xùn)，或四級證書（ANZSCO 3級水平）
In New Zealand:在新西蘭：
NZ Register Level 4 qualification (ANZSCO Skill Level 3)
新西蘭注冊4級資質(zhì)（ANZSCO 3級水平）
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.
至少三年以上相關(guān)經(jīng)驗(yàn)可以代替上述資格。在某些情況下，相關(guān)經(jīng)驗(yàn)和/或培訓(xùn)可能是除了正式的資格要求。
Registration or licensing is required.需要注冊或許可證。
Tasks Include:任務(wù)包括：
• interviewing clients to identify their insurance needs
•訪談客戶識別他們的保險(xiǎn)需求
• explaining to clients details of insurance and conditions, risk coverage, premiums and benefits
•解釋客戶保險(xiǎn)的條件，險(xiǎn)，保費(fèi)和福利
• assisting clients to determine the type and level of coverage required
•協(xié)助客戶確定的類型和級別的覆蓋要求
• calculating premiums and establishing method of payment
•計(jì)算保費(fèi)和建立的付款方法
• reviewing clients' circumstances to ensure that the level and coverage of insurance is still appropriate
•審查客戶的情況下確保水平和保險(xiǎn)覆蓋面仍然是適當(dāng)?shù)?/p>
• settling and monitoring insurance claims to ensure that both client and insurer are satisfied with the outcome
•沉降監(jiān)測保險(xiǎn)索賠以確保客戶和公司都滿意的結(jié)果
• recording information about clients and their policies
對客戶和他們的政策•記錄信息
• identifying and drawing up lists of potential clients from a variety of sources and contacting them to arrange interviews
•識別和制定潛在客戶列表從各種來源和與他們聯(lián)系，安排面試
• keeping up-to-date with changes in the insurance industry and informing clients of new developments
•在保險(xiǎn)行業(yè)的變化和通知客戶保持最新的新發(fā)展
Occupation:職業(yè)：
611211保險(xiǎn)代理人Insurance Agent
Represents insurance companies in selling insurance to clients. Registration or licensing is required.代表客戶銷售保險(xiǎn)的保險(xiǎn)公司。需要注冊或許可證。
Skill Level: 3技能要求：3
Specialisations:專業(yè)：
Insurance Underwriter保險(xiǎn)商
Life Assurance Representative生活保證代表
