Education

• Secondary (high) school graduation certificate

Work setting

• On-site customer service

Tasks

• Assess potential institutional, business or individual client markets
• Calculate premiums
• Establish client insurance coverage
• Establish method of payment
• Identify potential markets
• Ensure appropriate forms, medical examinations and other policy requirements are completed
• Monitor insurance claims and respond to clients' enquiries
• Provide customer service

Supervision

• No supervision responsibility

Certificates, licences, memberships, and courses

• Provincial or territorial licence

Insurance experience

• Automobile insurance
• Health insurance
• Travel insurance products

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Attention to detail
• Sitting

Personal suitability

• Client focus
• Organized

Screening questions

• Are you currently legally able to work in Canada?

Experience

• Experience an asset

Support for persons with disabilities

• Provides awareness training to employees to create a welcoming work environment for persons with disabilities

Support for newcomers and refugees

• Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and / or refugees

Support for youths

• Provides awareness training to employees to create a welcoming work environment for youth

Support for Veterans

• Provides awareness training to employees to create a welcoming work environment for Veterans

Support for Indigenous people

• Provides cultural competency training and / or awareness training to all employees to create a welcoming work environment for Indigenous workers

Support for mature workers

• Provides staff with awareness training to create a welcoming work environment for mature workers

Supports for visible minorities

• Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities