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Career Guidance Skills communication, collaboration and creativity S1.5 - advising and consulting S1.5.2 - providing financial advice Analyse insurance needs
Description
Gather information about the insurance needs of a client, and give information and advice about all possible insurance options.
Occupations requiring this skill
This section is generated automatically.
Skill demand overview
- Essential in 3 occupations
- Optional in 9 occupations
- Total: 12 occupations
- Most common in: ISCO major group 3 (Technicians and associate professionals)
Essential for
- Insurance brokerInsurance brokers are natural or legal persons who provide insurance. They are also called insurance intermediaries. Insurance brokers promote, sell and provide advice on various i…
- Pension scheme managerPension scheme managers coordinate pension schemes in order to provide benefits in retirement to individuals or organisations. They ensure the daily deployment of the pension fund …
- Personal property appraiserPersonal property appraisers undertake detailed analysis and investigation of personal items such as books, wine, arts and antiques in order to determine their value for sales and …
Optional for
- Medical administrative assistantMedical administrative assistants work very closely with health professionals. They provide office support such as correspondence, fixing appointments and answering queries of pati…
- Financial plannerA financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to …
- Insurance collectorInsurance collectors collect payment for an overdue insurance bill. They specialise in all areas of insurance such as medical, life, car, travel, etc and recurrently contact indivi…
- Property insurance underwriterProperty insurance underwriters assess and determine the risk and coverage of a client's property insurance. They analyse and review underwriting policies according to legal regula…
- Insurance agency managerInsurance agency managers coordinate and oversee the operations of an institution or a branch of an institution that offers insurance services. They provide clients with advice on …
- Real estate agentReal estate agents administer the sales or letting process of residential, commercial properties or land on behalf of their clients. They investigate the property's condition and a…
- Property appraiserProperty appraisers undertake detailed analysis and investigation of properties in order to determine their value for sales, mortgage and insurance purposes. They compare the value…
- Title closerTitle closers handle and investigate all documentation needed for a property sale, including the contracts, settlement statements, mortgages, title insurance policies, etc. They en…
- Insurance underwriterInsurance underwriters assess business risks and liability policies and make decisions about commercial property. They inspect the conditions of businesses' properties, analyse ins…
Related skills
- Types of insurance
- Insurance law
- Obtain financial information
- Analyse insurance risk
- Principles of insurance
- Organise a damage assessment
- Insurance market
- Real estate market
- Manage contract disputes
- Claims procedures
- Property law
- Develop investment portfolio
Last updated on February 18, 2026
