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20250616605Sell insurance products and services on behalf of insurance providers, identify buyers and act as mediator between them and providers
Some or all of the following licenses, certificates or degrees may be required to work in this career.
The rules of applying mathematical and statistical techniques to determine potential or existing ris...
Consult, advise, and propose solutions with regards to financial management such as acquiring new as...
Check the claim from a customer and analyze the value of the lost materials, buildings, turnover or ...
Gather information about the insurance needs of a client, and give information and advice about all ...
Analyze the probability and size of the risk that is to be insured, and estimate the value of the in...
Use models (descriptive or inferential statistics) and techniques (data mining or machine learning) ...
Explain technical details to non-technical customers, stakeholders, or any other interested parties ...
Establish a positive, long-term relationship between organizations and interested third parties such...
Gather information on the client's situation and calculate their premium on the basis of various fac...
The different procedures that are used to formally request a payment for a suffered loss from an ins...
Compare the offers of several insurance companies in order to find the product which will best suit ...
The field of legal principles that govern written agreements between parties concerning the exchange...
Prepare, determine and agree on the conditions for cooperation contracts with a company, by comparin...
Write a contract that includes all the necessary data, such as the insured product, the payment to b...
Processes and principles related to the customer, client, service user and to personal services; the...
Assess applications for an insurance policy, taking into account the risk analyzes and client inform...
Create visual representations of data such as charts or diagrams for easier understanding.
Create an investment portfolio for a customer that includes an insurance policy or multiple policies...
File a factual request to an insurance company in case a problem occurs which is covered under an in...
The different types of instruments that apply to the management of cash flow that are available on t...
Administer currencies, financial exchange activities, deposits as well as company and voucher paymen...
Identify the areas in which the client may require aid and investigate the possibilities for meeting...
Inform customers on insurance-related matters such as current insurance offers, changes in existing ...
Start up the process to file a claim for a customer or victim, based on the judgment of the damage a...
The law and legislation concerning the policies of transferring risks or losses from one party, the ...
The trends and major driving factors in the insurance market, insurance methodologies and practices,...
Collate all the financial transactions done in the daily operations of a business and record them in...
Build a lasting and meaningful relationship with customers in order to ensure satisfaction and fidel...
Follow up on the progress of a claim file, keep all parties informed of the status of the file, ensu...
Manage the relation with an insurer related to its obligation to receive, investigate and act on a c...
Monitor issues that arise between the parties involved in a contract and provide solutions in order ...
Negotiate the terms, conditions, costs and other specifications of a contract while making sure they...
The theory of finance that attempts to either maximize the profit of an investment equivalent to the...
Monitor changes in rules, policies and legislation, and identify how they may influence the organiza...
Organize a damage assessment by indicating an expert to identify and examine the damage, give inform...
The understanding of the principles of insurance, including third party liability, stock and facilit...
Inform existing or potential customers about the various financial goods and services that are offer...
Initiate activities in order to attract new and interesting customers. Ask for recommendations and r...
Protect the interests and needs of a client by taking necessary actions, and researching all possibi...
Prepare, compile and communicate reports with broken down cost analysis on the proposal and budget p...
The techniques used to persuade customers to purchase a product or a service.
Sell insurance products and services to customers, such as health, life or car insurance.
Legislation concerning the protection of individuals and the provision of aid and benefits, such as ...
Tax legislation applicable to a specific area of specialization, such as import tax, government tax,...
The various types of risk or loss transfer policies that exist and their characteristics, such as he...
Gather, process and analyze relevant data and information, properly store and update data and repres...