insurance agent

Education

• College / CEGEP

Asset languages

• Mandarin

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
• 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

Certificates, licences, memberships, and courses

• Canadian Accredited Insurance Broker (CAIB)

Insurance experience

• Property / casualty insurance
• Commercial insurance
• Individual insurance
• Group insurance
• Automobile insurance
• Fire insurance
• House insurance
• Medical malpractice insurance
• Personal
• Tenant insurance
• Travel insurance products

Security and safety

• Credit check

Work conditions and physical capabilities

• Attention to detail
• Combination of sitting, standing, walking
• Fast-paced environment
• Work under pressure

Personal suitability

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

Screening questions

• Do you have previous experience in this field of employment?
• Do you have the above-indicated required certifications?

Experience

• 2 years to less than 3 years

Health benefits

• Dental plan
• Paramedical services coverage