insurance broker
Code 3321.1
The insurance broker (agente o broker de seguros) advises and brokers insurance: needs, policies and aftercare. Use this Job Dictionary profile to regulated commercial role in Chile.
Essential skills
Knowledge
- actuarial science
- insurance law
- insurance market
- principles of insurance
- claims procedures
- types of insurance
- sales promotion techniques
Skills and competences
- analyse insurance needs
- apply technical communication skills
- calculate insurance rate
- create insurance policies
- inform on insurance products
- protect client interests
- sell insurance
Transversal competences
- advise on financial matters
- prospect new customers
- compare insurance products
- handle financial transactions
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What to assess for this role
Assess suitability, commercial ethics and book follow-through.
See psychometric assessmentLo que más nos preguntan
Common questions about this role when you are hiring or writing the job profile.
- What does a insurance broker do?
- Practises the trade to the ad's standard: production, service or maintenance with a focus on quality and safety.
- What synonyms does the Chilean market use?
- Besides the formal title, ads use forms like agente o broker de seguros. The dictionary indexes them so search does not fail.
- What to assess when hiring a insurance broker?
- Assess suitability, commercial ethics and book follow-through.
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Sources
This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences