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Attract new clients to our business.
Maintain relationships with existing clients while monitoring and updating their files.
Ensure that the applications are properly filled out.
Perform financial planning for clients for life insurance plans.
Keep current with industry trends to offer our clients the best options.
Stay current with industry changes by advancing your knowledge by attending training sessions.
Travel to meet clients either at their home or at one of our offices.
Must ensure all information is accurate. Keep all client information confidential.
Keep commitments and arrive at appointments on time.
Ensure customers receive the information and service that they are inquiring about.
Collect on all accounts receivable and keeping track of overdue accounts.
Monitor your training hours to ensure your license is valid for each year.
Communicate efficiently and effectively with clients on sensitive matters while keeping your emotions under control.
Maintain a positive internal relationship with coworkers and other staff.
Monitor efficiency and effectiveness of life insurance administrative staff.
Ensure due diligence is performed and followed up on every client.
Exercise patience with every client to help them make the best decision.
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Credentials (certificates, licences, memberships, courses, etc.)
- Provincial/territorial licensure
- Canadian Certified Insurance Broker
Occupational Experience
- Insurance broker
Type of Insurance Experience
- Life/health
Specific Skills
- Use insurance software packages
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