Insurance agents and brokers sell life, automobile, property, health and other types of insurance to individuals, businesses and public institutions. Insurance agents are employed by individual insurance companies or are independent representatives of specific insurance companies. Insurance brokers are employed by brokerage firms, or may work in partnerships or hold sole proprietorship. Supervisors of insurance agents are included in this unit group.
Progression to insurance management positions is possible through experience.
Completion of educational programs through the Insurance Institute of Canada or its provincial counterpart entitles agents to professional recognition as an Associate of the Insurance Institute of Canada (A.I.I.C.) or Fellow of the Insurance Institute of Canada (F.I.I.C.).
Completion of educational courses through the Canadian Association of Insurance and Financial Advisors allows for various levels of professional designations for insurance and financial advisors.
主要职责 Main Duties
Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance to clients
Establish client insurance coverage, calculate premiums and establish method of payment
Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
Ensure appropriate forms, medical examinations and other policy requirements are completed
Monitor insurance claims and respond to clients’ enquiries
Identify and solicit potential clientele.
任职要求 Employment Requirements
Completion of secondary school is usually required.
On-the-job training and insurance industry courses and training programs are provided and are required for employment.
Licensure by the insurance governing body in the province or territory of employment is required.
所有职称 All Titles
- 汽车保险代理 automobile insurance agent
- 汽车保险推销员/男/女 automobile insurance salesman/woman
- 券商，保险 broker, insurance
- 区域主管，保险办公室 district supervisor, insurance office
- 现场代理 – 保险 field agent – insurance
- 火灾保险代理人 fire insurance agent
- 火灾保险推销员/男/女 fire insurance salesman/woman
- 一般保险代表 general insurance representative
- 团体保险代表 group insurance representative
- 保险公司 insurance agent
- 保险经纪 insurance broker
- 代理销售保险 insurance sales agent
- 保险销售代表 insurance sales representative
- 保险销售主管 insurance sales supervisor
- 保险推销员/男/女 insurance salesman/woman
- 寿险代理人 life insurance agent
- 寿险代表 life insurance representative
- 寿险业务员/男/女 life insurance salesman/woman
- 代理销售保险 sales agent, insurance
- 业务员/男/女，保险 salesman/woman, insurance
- 主管，保险代理人 supervisor, insurance agents
- 保险经理（保险，房地产和金融经纪经理） Insurance managers (in (0121) Insurance, real estate and financial brokerage managers )
- 保险承销商 Insurance underwriters (1313)
- 主管，金融和保险的上班族 Supervisors, finance and insurance office workers (1212)