insurance broker

Education:

Secondary (high) school graduation certificate.

Tasks:

• 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.

Certificates, licences, memberships, and courses :

Provincial or territorial licence.

Insurance experience:

• Property/casualty insurance.
• Commercial insurance.
• Automobile insurance.
• Fire insurance.
• House insurance.
• Tenant insurance.
• Casualty or liability.
• Liability insurance.

Security and safety:

Criminal record check.

Work conditions and physical capabilities:

• Tight deadlines.
• Attention to detail.
• Fast-paced environment.

Personal suitability:

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

Screening questions:

• Do you have experience working in this field?.
• Do you have the required certifications listed in the job posting?.

Experience:

2 years to less than 3 years.

Health benefits:

• Dental plan.
• Health care plan.
• Vision care benefits.

Financial benefits:

Life insurance.

Other benefits:

• Free parking available.
• Paid time off (volunteering or personal days).