63100 – Insurance agents and brokers
63100 – Insurance agents and brokers
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.
Profile
Index of titles
Automobile insurance agent
Automobile insurance salesman/woman
District supervisor - insurance office
Field agent - insurance
Fire insurance agent
Fire insurance salesman/woman
General insurance representative
Group insurance representative
Insurance agent
Insurance agent supervisor
Insurance broker
Insurance sales agent
Insurance sales representative
Insurance sales supervisor
Insurance salesman/woman
Life insurance agent
Life insurance representative
Life insurance salesman/woman
Main duties
This group performs some or all of the following 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.
Employment requirements
Licensure by the insurance governing body in the province or territory of employment is required.
On-the-job training and insurance industry courses and training programs are provided and are required for employment.
Completion of secondary school is usually required.
Additional information
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.
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.).
Progression to insurance management positions is possible through experience.
Exclusions
Insurance manager (in 10020 Insurance, real estate and financial brokerage managers)
Insurance underwriters (12202)
Supervisors, finance and insurance office workers (12011)
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