Insurance Clerk

Business Clerical & Financial Services

Areas Of Interest: Insurance & Superannuation

Certificate Level: Certificate III

Certificate Name: Certificate III in Financial Services

Certificate Description: Insurance Clerks are entry level workers in the financial services industry who perform a range of customer service and financial transaction duties in the insurance sector.

Code: FNS30115

Work Type: Helping & Advising Organising & Clerical

Skills & Knowledge you will learn

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Conduct customer engagement
Provide sales solutions to customers
Retrieve information from records
Conduct online transactions
Process payment documentation
Maintain business records
Be MoneySmart

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