Insurance Broking Clerk

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Areas Of Interest:   Insurance & Superannuation
Certificate Level:  Certificate III
Certificate Name:  Certificate III in Insurance Broking
Certificate Description:  Insurance Broking Clerks may work in small or large organisations offering insurance broking services to retail and wholesale clients. They perform a range of basic broking work in customer service, client advice and clerical and administrative support.
Code:  FNS30615
Work Type:  Analytic & Scientific Organising & Clerical

Skills & Knowledge you will learn

Collect, analyse and record information
Deliver and monitor service to customers
Implement new or renewed insurance program for insurance broking clients
Place client insurances with insurers and confirm insurance cover with clients
Provide a claims service to an insurance broking client
Work effectively in the financial services industry
Process customer complaints
Work effectively in customer engagement
Develop product and service knowledge for customer engagement operation
Provide Tier 2 general advice in general insurance
Provide Tier 2 personal advice in general insurance
Maintain business resources