Profession insurance risk consultant
Insurance risk consultants prepare reports for insurance underwriters. For this purpose, they undertake surveys in order to determine the potential financial risk for personal products, properties or sites.
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Personality Type
Knowledge
- Types of insurance
The various types of risk or loss transfer policies that exist and their characteristics, such as health insurance, car insurance or life insurance.
- Actuarial science
The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.
- Survey techniques
Techniques on how to identify a target audience, choose the right survey method and analyse the data.
- Insurance law
The law and legislation concerning the policies of transferring risks or losses from one party, the insured, to another, the insurer, in exchange for a periodic payment. This includes the regulation of insurance claims and the business of insurance.
- Principles of insurance
Understand the principles of insurance, including third party liability, stock and facilities.
Skills
- Conduct financial surveys
Conduct the procedures of a financial survey from the initial formulation and compilation of the questions, identifying the target audience, managing the survey method and operations, managing the processing of acquired data, to analysing the results.
- Advise on risk management
Provide advice on risk management policies and prevention strategies and their implementation, being aware of different kinds of risks to a specific organisation.
- Obtain financial information
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
- Analyse insurance risk
Analyse the probability and size of the risk that is to be insured, and estimate the value of movable or immovable property of the client.
- Estimate damage
Estimate damage in case of accidents or natural disasters.
- Analyse financial risk
Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.
- Perform risk analysis
Identify and assess factors that may jeopardise the success of a project or threaten the organisation's functioning. Implement procedures to avoid or minimise their impact.
- Prepare survey report
Gather the analysed data from the survey and write a detailed report on the outcome of the survey.
Optional knowledge and skills
produce materials for decision making create underwriting guidelines synthesise financial information create risk maps decide on insurance applications apply statistical analysis techniques claims procedures collect property financial information review insurance process modern portfolio theory perform debt investigation compile statistical data for insurance purposes organise a damage assessment debt systems calculate insurance rate provide support in financial calculation create insurance policies statisticsSource: Sisyphus ODB