2.3 KiB
2.3 KiB
Competences — insurance broker
Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/a198de8c-24b1-4002-982f-a57ae6d6c19c).
Essential
- actuarial science (knowledge)
- advise on financial matters (skill/competence)
- analyse insurance needs (skill/competence)
- apply technical communication skills (skill/competence)
- calculate insurance rate (skill/competence)
- claims procedures (knowledge)
- compare insurance products (skill/competence)
- create insurance policies (skill/competence)
- handle financial transactions (skill/competence)
- inform on insurance products (skill/competence)
- insurance law (knowledge)
- insurance market (knowledge)
- principles of insurance (knowledge)
- prospect new customers (skill/competence)
- protect client interests (skill/competence)
- sales promotion techniques (knowledge)
- sell insurance (skill/competence)
- types of insurance (knowledge)
Optional
- analyse claim files (skill/competence)
- analyse insurance risk (skill/competence)
- apply statistical analysis techniques (skill/competence)
- build business relationships (skill/competence)
- contract law (knowledge)
- create cooperation modalities (skill/competence)
- customer service (knowledge)
- decide on insurance applications (skill/competence)
- deliver visual presentation of data (skill/competence)
- develop investment portfolio (skill/competence)
- file claims with insurance companies (skill/competence)
- financial products (knowledge)
- identify clients' needs (skill/competence)
- initiate claim file (skill/competence)
- maintain records of financial transactions (skill/competence)
- maintain relationship with customers (skill/competence)
- manage claim files (skill/competence)
- manage claims process (skill/competence)
- manage contract disputes (skill/competence)
- manage contracts (skill/competence)
- modern portfolio theory (knowledge)
- monitor legislation developments (skill/competence)
- organise a damage assessment (skill/competence)
- promote financial products (skill/competence)
- provide cost benefit analysis reports (skill/competence)
- social security law (knowledge)
- tax legislation (knowledge)
- use data processing techniques (skill/competence)