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 broker
    Insurance 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 manager
    Pension 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 appraiser
    Personal 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 assistant
    Medical administrative assistants work very closely with health professionals. They provide office support such as correspondence, fixing appointments and answering queries of pati…
  • Financial planner
    A 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 collector
    Insurance 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 underwriter
    Property 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 manager
    Insurance 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 agent
    Real 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 appraiser
    Property 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 closer
    Title closers handle and investigate all documentation needed for a property sale, including the contracts, settlement statements, mortgages, title insurance policies, etc. They en…
  • Insurance underwriter
    Insurance underwriters assess business risks and liability policies and make decisions about commercial property. They inspect the conditions of businesses' properties, analyse ins…

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Last updated on February 18, 2026

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