Work setting

• On-site customer service
• Insurance company

Responsibilities

Tasks

• Assess potential institutional, business or individual client markets
• Calculate premiums
• Establish client insurance coverage
• Establish method of payment
• Identify potential markets
• 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
• Professionalism in customer service

Supervision

• No supervision responsibility

Credentials

Certificates, licences, memberships, and courses

• Life Licence Qualification Program (LLQP)

Experience and specialization

Insurance experience

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

Specialization/experience (business sales and services)

• Negotiation

Additional information

Security and safety

• Credit check
• Criminal record check

Work conditions and physical capabilities

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

Personal suitability

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

Benefits

Health benefits

• Health care plan