insurance broker

Overview

Languages

English

Education

• College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
• or equivalent experience

Experience

2 years to less than 3 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

• Insurance company

Responsibilities

Tasks

• Calculate premiums
• Establish client insurance coverage
• Provide customer service
• Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Credentials

Certificates, licences, memberships, and courses

• Registered Insurance Brokers of Ontario (RIBO) licence

Experience and specialization

Area of specialization

• Financial planning

Additional information

Work conditions and physical capabilities

• Tight deadlines
• Attention to detail
• Fast-paced environment
• Work under pressure
• Large caseload

Personal suitability

• Client focus
• Judgement
• Organized
• Reliability
• Team player
• Dependability
• Due diligence

Benefits

Financial benefits

• Commission
• Group insurance benefits

Employment groups

This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:

Support for newcomers and refugees

• Supports newcomers and/or refugees with foreign credential recognition

Employment groups - Help

Membership in a group is not a job requirement. All interested applicants are strongly encouraged to apply.

This employer is committed to providing all job applicants with equal employment opportunities, and promoting inclusion. If you self-identify as a member of any employment group, you are encouraged to indicate it in your application.

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