insurance agent

Education

• College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years

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
• Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
• Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance

Supervision

• 1 to 2 people

Certificates, licences, memberships, and courses

• Provincial or territorial licence
• Life Licence Qualification Program (LLQP)

Insurance experience

• Property / casualty insurance
• Commercial insurance
• Individual insurance
• Automobile insurance
• Disability insurance
• Fire insurance
• Health insurance
• House insurance
• Life insurance products
• Personal
• Tenant insurance

Work conditions and physical capabilities

• Tight deadlines
• Attention to detail
• Fast-paced environment
• Work under pressure

Personal suitability

• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Flexibility
• Judgement
• Organized
• Reliability
• Team player

Screening questions

• Are you authorized to work in Canada?
• Do you have experience working in this field?
• Do you have the required certifications listed in the job posting?
• Do you live near the job location?

Experience

• 2 years to less than 3 years

Health benefits

• Dental plan
• Health care plan
• Vision care benefits

Financial benefits

• Bonus