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A male insurance consultant talks to his two clients about their insurance options

Insurance Consultant

Insurance Consultants prepare and check documentation associated with insurance. They may work in call centres.

Overview

Insurance Consultants prepare and check documentation associated with insurance. They may work in call centres.

Day-to-day

  • processes insurance applications, adjustments to insurance cover, standard endorsements and insurance claims
  • monitors balances of accounts and summarises reinsurance to determine outstanding risk
  • surveys potential risk exposure
  • dispatches notices of premiums due and forms concerning conservation and transfer of insurance.

Occupation snapshot
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Apprenticeships may be available

To become an Insurance Consultant

  • You can work as an Insurance Consultant without formal qualifications, however, they may be useful. Some workers have Vocational Education and Training (VET) or university qualifications in areas such as business and management, insurance and acturarial studies, banking and finance or accounting.

    Find a Diploma or Certificate in General Insurance

Skills

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