insurance broker

Education

Tasks

• Assess potential institutional, business or individual client markets
• 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
• Assist with record management

Certificates, licences, memberships, and courses

• Registered Insurance Brokers of Ontario (RIBO) licence
• Provincial or territorial licence

Insurance experience

• Property / casualty insurance
• Commercial insurance
• Personal

Work conditions and physical capabilities

• Fast-paced environment

Personal suitability

• Client focus
• Efficient interpersonal skills
• Flexibility
• Judgement
• Organized
• Reliability
• Team player

Experience

• Experience an asset
• Disability benefits