insurance sales agent

Credentials (certificates, licences, memberships, courses, etc.)

• Provincial or territorial licence

Specific Skills

• Identify and assess potential institutional, business and individual client markets

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

• 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

Work Conditions and Physical Capabilities

• Attention to detail

• Tight deadlines

Insurance Experience

• Automobile insurance

• Commercial insurance

• Property/casualty insurance

Personal Suitability

• Effective interpersonal skills

• Flexibility

• Team player

• Excellent oral communication

• Client focus

• Judgement

• Reliability

• Organized