Insurance Broker 

Responsibilities

Tasks

• Assess potential institutional, business or individual client markets
• Calculate premiums
• Establish client insurance coverage
• 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 

• Registered Insurance Brokers of Ontario (RIBO) licence

Experience and specialization

Insurance experience

• Property/casualty insurance
• Commercial insurance
• Group insurance
• Automobile insurance
• House insurance
• Tenant insurance

Additional information

Work conditions and physical capabilities

• Tight deadlines
• Attention to detail

Personal suitability

• Client focus
• Excellent oral communication
• Excellent written communication
• Flexibility
• Organized
• Reliability