Represents insurance companies in selling insurance to clients.

• Interviews clients to identify their insurance needs; explains to clients details of insurance and conditions, risk coverage, premiums and benefits; assists clients to determine the type and level of coverage required; calculates premiums and establishes method of payment; reviews clients' circumstances to ensure that the level and coverage of insurance is still appropriate; settles and monitors insurance claims to ensure that both client and insurer are satisfied with the outcome; records information about clients and their policies; identifies and draws up lists of potential clients from a variety of sources and contacts them to arrange interviews; keeps up-to-date with changes in the insurance industry and informing clients of new developments.

• Works indoors in an office as part of an insurance company.
• Works from adequately heated and ventilated office.

• Sedentary to light physical demand levels.
• Frequently sits at an office desk and in a client’s office or home. Occasionally may deal with people who are stressed and emotional
• Standing and walking will be required occasionally to inspect claims and to facilitate visits with clients.
• Stretching, twisting, climbing and lifting are not significant components.
• Bending, squatting or crouching will be typically unnecessary.
• Repetitive movements are likely when operating a computer to produce insurance forms, record data and file reports.
• Frequently travels to meet potential clients at their homes and businesses.
• Driving is likely to be an occasional to frequent requirement.
• Use of hand-held objects and equipment is likely to include writing materials, calculators, telephones, computers and other general office equipment.
• Mental skills necessary include presentation, selling, product knowledge, communication and negotiation, financial/calculation, organisation and planning.

An NZQF Diploma, or at least three years of relevant experience (ANZSCO Skill Level 2)

In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification. Registration or licensing is required.

• There are opportunities for flexibility of movement.