Insurance Broker

Work setting

• Office building

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
• 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
• Develop and implement marketing strategies
• Conduct online marketing, E-commerce and Website promotions
• Lead and co-ordinate multidisciplinary teams to develop Website graphics, content, capacity and interactivity
• Respond to requests for help and information from Website visitors and Website designers

Credentials

Certificates, licences, memberships, and courses 

• Registered Insurance Brokers of Ontario (RIBO) licence

Additional information

Security and safety

• Bondable
• Driving record check (abstract)
• Credit check
• Criminal record check

Transportation/travel information

• Own vehicle
• Willing to travel
• Valid driver's licence

Work conditions and physical capabilities

• Tight deadlines
• Attention to detail
• Sitting
• Combination of sitting, standing, walking
• Fast-paced environment
• Work under pressure

Own tools/equipment

• Computer
• Printer
• Internet access
• Cellular phone

Personal suitability

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

Benefits

Health benefits

• Dental plan
• Health care plan
• Vision care benefits

Financial benefits

• Bonus
• Commission

Other benefits

• Free parking available