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Try It by Career Calling

Insurance Consultant

Clerical and Administrative WorkersUsually a certificate or some on-the-job experience

What the work is

Prepares and checks documentation associated with a variety of insurance products.

Would you enjoy the work?

These are the main tasks in the official description. Mark how each one sounds to you.

  • Assists customers to make informed decisions by explaining the features and benefits of various insurance products
  • Processes insurance applications, adjustments to insurance cover, standard endorsements and insurance claims
  • Liaises with key internal and external stakeholders in obtaining necessary information relating to insurance variations

Try it

A simulation and a case study from this kind of work, set in the customer service team of an insurance company, answering calls and online enquiries. They are fictional.

The kind of days you could have

Good days

  • A customer calls in a panic and hangs up calm because you explained what happens next
  • You process a claim and the payment goes through the same day
  • A person understands their cover for the first time and says so

Hard days

  • A customer is certain they are covered, and the policy says otherwise
  • A storm or a flood and everyone calls at once
  • Reading the same policy wording again and again until it is exactly right

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 531431, used under a Creative Commons Attribution 4.0 licence. The skill guide above is our plain English summary.