Insurance agent
CCUE FINANCE
Overview
Languages
English
Education
- College/CEGEP
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Asset languages
- Mandarin
- Cantonese
Responsibilities
Tasks
- Assess potential institutional, business or individual client markets
- Calculate premiums
- Establish client insurance coverage
- Establish method of payment
- Identify potential markets
- 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
- Life Licence Qualification Program (LLQP)
Experience and specialization
Insurance experience
- Individual insurance
- Group insurance
- Health insurance
- Life insurance products
- Personal
- RRSP
- Travel insurance products
Additional information
Work conditions and physical capabilities
- Tight deadlines
- Attention to detail
- Sitting
- 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
Benefits
Health benefits
- Dental plan
- Health care plan
- Vision care benefits
Financial benefits
- Commission
- Group insurance benefits
Other benefits
- Parking available