Broker, Insurance

Responsibilities

Tasks

• Establish client insurance coverage
• 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
• Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance

Credentials

Certificates, licences, memberships, and courses 

• Canadian Accredited Insurance Broker (CAIB)
• Provincial or territorial licence

Experience and specialization

Insurance experience

• Commercial insurance
• House insurance

Additional information

Work conditions and physical capabilities

• Attention to detail
• Fast-paced environment

Personal suitability

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

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan

Financial benefits

• Life insurance