Insurance Agent
What the work is
Represents insurance companies in selling insurance to clients.
Would you enjoy the work?
These are the main tasks in the official description. Mark how each one sounds to you.
- 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
- Reviews client's circumstances to ensure that the level and coverage of insurance is still appropriate
- Sets and monitors insurance claims to ensure that both client and insurer are satisfied with the outcome
- Records information about clients and their policies
- Keeps up to date with changes in the insurance industry and informs clients of new developments
Try it
A simulation and a case study from this kind of work, set in a small independent insurance agency in a fictional country town. They are fictional.
The kind of days you could have
Good days
- A client's claim is settled and they say they never could have done it without you
- You find a gap in someone's cover before it becomes a problem
- A long-standing client who sends you their children when they first need cover
Hard days
- Telling a client in a bad moment that their policy does not cover what happened
- Pressure to meet a monthly target when what is best for the client is no sale
- A client who only wants the cheapest option and does not want to hear about the gaps
Written by Career Calling as a general guide. Real roles vary by employer and place.
Work a mission
Step into a simulated workplace in this field, with a brief from your manager.
Description and tasks: Australian Bureau of Statistics, Occupation Standard Classification for Australia, 2024, Version 1.0 (opens another site), occupation 621131, used under a Creative Commons Attribution 4.0 licence. The skill guide above is our plain English summary.