Insurance agent and broker

Insurance agent and broker
Accounting, finance and insurance
If you would like to move on to a job in the insurance industry as an agent or broker, here is information specific to that industry.

Nature of the work

The insurance agent, depending on the company he represents, will provide potential and current clients with life insurance, home insurance, auto insurance or business insurance. He uses his sales and solicitation skills to develop new customers and uses his skills to build customer loyalty. He is responsible for answering clients' questions and reassuring them of their concerns.

Main duties

The agent must sell insurance products tailored to the needs of potential clients. He answers calls, takes the required information, determines the needs of the person and advises the client on the options available to him in terms of protection. He has to close the sales and take care of the payment terms. The broker must also follow up on files and make sure to renew with existing clients.

Essential qualities

To practice as an insurance agent, you must be persuasive, attentive to customers, have excellent communication, sales and interpersonal skills, and a keen sense of customer service. You must also have a good knowledge of spoken and written French and being bilingual is an asset. A good knowledge of IT tools, an ability to work in a team and a learning capacity are also required.

Required training and access to the trade

To become an insurance agent and broker, you must have obtained a college diploma or an attestation of college studies in damage insurance. You must then obtain a personal damage insurance certificate from the Autorité des marchés financiers.

It is possible to pursue a university education in order to obtain a certificate or bachelor's degree in insurance and financial products and a master's degree in risk management.

Professional evolution

With years of experience and a well-filled portfolio of clients, it will be possible to become the main point of contact for a firm. The broker and agency can also become a director of cabinet or found his own by buying an existing portfolio.

Professional association

Insurance Couriers Association of Canada

Regrouping of Quebec insurance brokerage firms

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