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Work setting
- On-site customer service
Tasks
- Assess potential institutional, business or individual client markets
- Calculate premiums
- Establish client insurance coverage
- Establish method of payment
- Identify potential markets
- 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
Certificates, licences, memberships, and coursesﾠ
- Provincial or territorial licence
Insurance experience
- Property/casualty insurance
- Commercial insurance
- Individual insurance
- Group insurance
- Automobile insurance
- Disability insurance
- Fire insurance
- Tenant insurance
Security and safety
- Bondable
- Driving record check (abstract)
- Credit check
- Criminal record check
Transportation/travel information
- Own transportation
Work conditions and physical capabilities
- Tight deadlines
- Attention to detail
- Sitting
- Combination of sitting, standing, walking
Personal suitability
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Reliability
- Team player
Screening questions
- Are you authorized to work in Canada?
- Do you have experience working in this field?
Employment terms options
- Day
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
Financial benefits
- Group insurance benefits
- Life insurance
- Pension plan
- Registered Retirement Savings Plan (RRSP)
Other benefits
- Learning/training paid by employer
- Parking available
- Wellness program
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