insurance broker (EN)
ISCO 3321 · v1.2.1
Insurance brokers promote, sell and provide advice on various insurance policies such as life insurance, health insurance, accident insurance and fire insurance to individuals and organisations. They also work as intermediaries between individuals or organisations and insurance companies, and negotiate the best insurance policies for their clients, arranging insurance cover where needed. Insurance brokers engage with new prospective clients, provide them with quotes for their policy needs, assist them in the signing of new insurance contracts and propose specific solutions to their specific problems.
Классификационные навыки не измеряют личное владение ими или будущие замещённые часы.
Исходные синонимы (EN)
- insurance seller
- household insurance broker
- insurance sales advisor
- retail insurance broker
- property and casualty insurance agent and broker
- insurance sales agent
- insurance sales consultant
- insurance agent
- life insurance representative
- insurance sales person
- personal lines insurance broker
- sales insurance supervisor
- life insurance broker
- commercial insurance broker
- insurance intermediary
- insurance sales adviser
- insurance sales representative
Навыки и знания
Essential (EN) · 18
- calculate insurance rate
- insurance law
- protect client interests
- analyse insurance needs
- inform on insurance products
- prospect new customers
- sales promotion techniques
- advise on financial matters
- principles of insurance
- apply technical communication skills
- create insurance policies
- compare insurance products
- actuarial science
- sell insurance
- claims procedures
- handle financial transactions
- insurance market
- types of insurance
Optional (EN) · 28
- manage claim files
- financial products
- customer service
- use data processing techniques
- analyse claim files
- maintain relationship with customers
- apply statistical analysis techniques
- develop investment portfolio
- provide cost benefit analysis reports
- contract law
- decide on insurance applications
- maintain records of financial transactions
- create cooperation modalities
- initiate claim file
- monitor legislation developments
- promote financial products
- manage contracts
- file claims with insurance companies
- social security law
- modern portfolio theory
- deliver visual presentation of data
- manage claims process
- tax legislation
- build business relationships
- analyse insurance risk
- identify clients' needs
- manage contract disputes
- organise a damage assessment
Исследовать страну и горизонт
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Для сообщения о проблеме можно скопировать точную ссылку на данные и передать её вручную. Личные ограничения сюда не входят.