insurance broker
- Woodbridge, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Overview
Languages
English
Education
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
Tasks
Certificates, licences, memberships, and courses
Area of specialization
Work conditions and physical capabilities
Financial benefits
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Support for newcomers and refugees
Languages
English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- or equivalent experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Insurance company
Tasks
- Calculate premiums
- Establish client insurance coverage
- Provide customer service
- Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Certificates, licences, memberships, and courses
- Registered Insurance Brokers of Ontario (RIBO) licence
Area of specialization
- Financial planning
Work conditions and physical capabilities
- Tight deadlines
- Attention to detail
- Fast-paced environment
- Work under pressure
- Large caseload
- Client focus
- Judgement
- Organized
- Reliability
- Team player
- Dependability
- Due diligence
Financial benefits
- Commission
- Group insurance benefits
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Support for newcomers and refugees
- Supports newcomers and/or refugees with foreign credential recognition
More about this job
Responsibilities
Calculate insurance premiums, establish client coverage, and explain insurance packages, risks, benefits, and policy features. Assess clients’ financial records and goals, develop financial plans, make recommendations, and administer various types of trusts and their investments.
Requirements
Requires 2 to less than 3 years of experience and a college, CEGEP, or other non-university certificate or diploma from a 1- to 2-year program, or equivalent experience. A Registered Insurance Brokers of Ontario (RIBO) licence is required, with financial planning identified as the area of specialization.
Skills
- Premium Calculation
- Insurance Coverage
- Customer Service
- Insurance Recommendations
- Financial Planning
- Cash Management
- Investment Planning
- Retirement Planning
- Estate Planning
- Financial Records Analysis
- Trust Administration
- Client Focus
- Judgment
- Organization
- Attention to Detail
- Due Diligence
Benefits
- Commission
- Group Insurance Benefits
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Insurance Broker
- Insurance Company
- Premium Calculation
- Client Insurance Coverage
- Group Insurance
- Individual Insurance
- Risk Coverage
- Insurance Benefits
- Financial Planning
- Cash Management
- Investment Planning
- Retirement Planning
- Estate Planning
- Financial Records
- Trust Administration
- Trust Investments
- RIBO Licence
- Customer Service
- Client Financial Goals
- Commission