Insurance Consultants

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

  • The Job
  • The Facts
  • Related Courses

What the job involves

  • 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

Key values of workers in Insurance Consultants

  • Support

    Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

  • Independence

    Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

  • Achievement

    Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

  • Working Conditions

    Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.

  • Recognition

    Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.

Top skills required for workers in Insurance Consultants

  • Time Management

    Managing one's own time and the time of others.

  • Speaking

    Talking to others to convey information effectively.

  • Active Listening

    Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

  • Critical Thinking

    Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

  • Writing

    Communicating effectively in writing as appropriate for the needs of the audience.