Insurance Sales Agent

Work setting

• On-site customer service

Responsibilities

Tasks

• Assess potential institutional, business or individual client markets
• Calculate premiums
• Establish client insurance coverage
• Establish method of payment
• 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

Credentials

Certificates, licences, memberships, and courses 

• Provincial or territorial licence

Experience and specialization

Insurance experience

• Property/casualty insurance
• Commercial insurance
• Automobile insurance
• Fire insurance
• Personal
• Tenant insurance

Additional information

Work conditions and physical capabilities

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

Personal suitability

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