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Useful experience for insurance advisers includes:

• other insurance work such as working in claims or customer service
• sales or call centre work.

Insurance advisers may do some or all of the following:

• interview clients to identify their insurance needs
• explain details of insurance and conditions, risk coverage, premiums and benefits to clients
• advise clients on which insurance policies are right for them
• analyse clients current insurance policies and suggest additions or changes
• calculate insurance premiums
• negotiate renewal premiums with insurers and clients
• record information about clients and their policies.

Specialist insurance advisers in demand

Demand is best for insurance advisers who:

• specialise in liability, rural, legal or professional indemnity
• have a New Zealand Certificate in Financial Services (Level 5)
• can speak another language to give insurance advice to migrant businesses in New Zealand.

According to the Census, 8,115 insurance advisers worked in New Zealand in 2018.

Types of employers varied

Insurance advisers may work for:

• insurance companies
• financial institutions
• brokerage firms.

Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

0800 103 675 - customerservice@anziif.com - www.anziif.com

Insurance Brokers Association of New Zealand (IBANZ)

09 306 1732 – www.ibanz.co.nz

Strategi

09 414 1300 - support@strategi.ac.nz -  https://shop.strategi.ac.nz

Insurance advisers may progress to financial adviser or management roles, or move into other insurance industry roles such as:

• insurance loss adjuster
• underwriter.

• Financial adviser job information
• Insurance loss adjuster job information

Insurance advisors may specialise in different types of insurance, such as:

• commercial
• health
• life
• marine
• property.

Insurance advisers need to be:

• able to relate to a wide range of people
• competitive and persistent
• confident with making sales
• excellent negotiators
• good at building and maintaining relationships 
• organised, self-motivated and disciplined
• patient and helpful
• strong communicators.