Insurance Agent

Work setting

• On-site customer service

Responsibilities

Tasks

• Identify and assess potential institutional, business and individual client markets
• Establish client insurance coverage, calculate premiums and establish method of payment
• Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance
• Provide customer service

Credentials

Certificates, licences, memberships, and courses 

• Provincial or territorial licence

Experience and specialization

Insurance experience

• Property/casualty insurance
• Automobile insurance
• House insurance
• Tenant insurance
• Travel insurance

Additional information

Security and safety

• Bondable
• Criminal record check

Transportation/travel information

• Own transportation

Work conditions and physical capabilities

• Attention to detail
• Combination of sitting, standing, walking
• Fast-paced environment

Personal suitability

• Client focus
• Excellent oral communication
• Excellent written communication
• Flexibility
• Organized
• Reliability
• Team player

Benefits

Health benefits

• Dental plan
• Health care plan
• Vision care benefits

Financial benefits

• Bonus
• Commission

Long term benefits

• Group insurance benefits
• Life insurance
• Registered Retirement Savings Plan (RRSP)

Other benefits

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