insurance broker
Education:
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years. or equivalent experience.
Work setting:
Insurance company.
Tasks:
- Calculate premiums.
- Establish client insurance coverage.
- Provide customer service.
- Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features.
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning.
- Identify clients' financial goals and objectives.
- Analyze clients' financial records.
- Develop financial plans for clients.
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds.
Certificates, licences, memberships, and courses :
Registered Insurance Brokers of Ontario (RIBO) licence.
Area of specialization:
Financial planning.
Work conditions and physical capabilities:
- Tight deadlines.
- Attention to detail.
- Fast-paced environment.
- Work under pressure.
- Large caseload.
Personal suitability:
- Client focus.
- Judgement.
- Organized.
- Reliability.
- Team player.
- Dependability.
- Due diligence.
Employment terms options:
Early morning.
Experience:
2 years to less than 3 years.
Employment terms options:
Morning. Day.
Financial benefits:
- Commission.
- Group insurance benefits.
Support for newcomers and refugees:
Supports newcomers and/or refugees with foreign credential recognition.