Insurance Agent

 

Languages

• English

 

Education

• Secondary (high) school graduation certificate

Experience

• 1 to less than 7 months

Tasks

• Assess potential institutional, business or individual client markets
• Calculate premiums
• Establish client insurance coverage
• Establish method of payment
• 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
• Evaluate new and renewal applications to determine insurance risks, insurance premiums, extent of coverage and other conditions

Certificates, licences, memberships, and courses 

• Canadian Accredited Insurance Broker (CAIB)