insurance salesman/woman

Overview

Languages

English

Education

• Secondary (high) school graduation certificate

Experience

Experience an asset

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
• Ensure appropriate forms, medical examinations and other policy requirements are completed
• 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

Supervision

• No supervision responsibility

Credentials

Certificates, licences, memberships, and courses 

• Provincial or territorial licence
• 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
• Property insurance

Additional information

Security and safety

• Credit check
• Criminal record check

Transportation/travel information

• Own vehicle
• Valid driver's licence

Work conditions and physical capabilities

• Attention to detail
• Sitting
• Work under pressure

Personal suitability

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

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Vision care benefits

Financial benefits

• Commission
• Group insurance benefits
• Life insurance

Other benefits

• Paid time off (volunteering or personal days)
• Wellness program