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Credentials (certificates, licences, memberships, courses, etc.)
- Life Licence Qualification Program (LLQP)
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
Security and Safety
- Criminal record check
Own Tools/Equipment
- Computer
- Cellular phone
Transportation/Travel Information
- Own transportation
Work Conditions and Physical Capabilities
- Work under pressure
- Attention to detail
- Combination of sitting, standing, walking
Work Location Information
- On-site customer service
- Work from home
- Work in employer's/client's home
- Various locations
Insurance Experience
- RRSP
- Life insurance
- Health insurance
- Individual insurance
- Group insurance
- Personal
Personal Suitability
- Effective interpersonal skills
- Flexibility
- Team player
- Excellent oral communication
- Excellent written communication
- Client focus
- Judgement
- Reliability
- Organized
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