目錄
簡介 Intro
保險代理人和經紀人向個人，企業和公共機構出售生命，汽車，財產，健康和其他類型的保險。保險代理人受僱於個別保險公司或具體保險公司的獨立代表。保險經紀人受聘於經紀公司，或工作夥伴關係或保持獨資。保險代理人主管也包括在這個單元組。
Insurance agents and brokers sell life, automobile, property, health and other types of insurance to individuals, businesses and public institutions. Insurance agents are employed by individual insurance companies or are independent representatives of specific insurance companies. Insurance brokers are employed by brokerage firms, or may work in partnerships or hold sole proprietorship. Supervisors of insurance agents are included in this unit group.
隨著經驗積累，可能晉升到保險管理職位。
Progression to insurance management positions is possible through experience.
完成加拿大保險協會或省級對應部分的教育課程使代理人有權獲得加拿大保險協會的專業認可或加拿大保險學會（FIIC）院士。
Completion of educational programs through the Insurance Institute of Canada or its provincial counterpart entitles agents to professional recognition as an Associate of the Insurance Institute of Canada (A.I.I.C.) or Fellow of the Insurance Institute of Canada (F.I.I.C.).
保險和財務顧問要取得不同層次的專業資格必須完成加拿大保險和金融顧問協會的教育課程。
Completion of educational courses through the Canadian Association of Insurance and Financial Advisors allows for various levels of professional designations for insurance and financial advisors.
主要職責 Main Duties
- 向客戶銷售汽車，消防，健康，生命，財產，船舶，飛機和其他類型的保險，
- Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance to clients
- 建立客戶保險覆蓋範圍，計算保費及建立付款方式
- Establish client insurance coverage, calculate premiums and establish method of payment
- 提供有關團體和個人的保險計劃，風險覆蓋範圍，支付的福利和其他政策信息
- Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
- 確保完成適當的表格，體檢和其他政策要求
- Ensure appropriate forms, medical examinations and other policy requirements are completed
- 監控保險理賠，並回應客戶查詢
- Monitor insurance claims and respond to clients’ enquiries
- 識別和尋求潛在的客戶。
- Identify and solicit potential clientele.
任職要求 Employment Requirements
- 通常需要完成中學學業。
- Completion of secondary school is usually required.
- 入職需要提供在職培訓和保險業課程和培訓計劃。
- On-the-job training and insurance industry courses and training programs are provided and are required for employment.
- 在省內或地區就業必需具備保險監管機構頒發的執照。
- Licensure by the insurance governing body in the province or territory of employment is required.
所有職稱 All Titles
- 汽車保險代理 automobile insurance agent
- 汽車保險推銷員/男/女 automobile insurance salesman/woman
- 券商，保險 broker, insurance
- 區域主管，保險辦公室 district supervisor, insurance office
- 現場代理 – 保險 field agent – insurance
- 火災保險代理人 fire insurance agent
- 火災保險推銷員/男/女 fire insurance salesman/woman
- 一般保險代表 general insurance representative
- 團體保險代表 group insurance representative
- 保險公司 insurance agent
- 保險經紀 insurance broker
- 代理銷售保險 insurance sales agent
- 保險銷售代表 insurance sales representative
- 保險銷售主管 insurance sales supervisor
- 保險推銷員/男/女 insurance salesman/woman
- 壽險代理人 life insurance agent
- 壽險代表 life insurance representative
- 壽險業務員/男/女 life insurance salesman/woman
- 代理銷售保險 sales agent, insurance
- 業務員/男/女，保險 salesman/woman, insurance
- 主管，保險代理人 supervisor, insurance agents
不包括職稱 Exclusions
- 保險經理（保險，房地產和金融經紀經理） Insurance managers (in 0121 Insurance, real estate and financial brokerage managers )
- 保險承銷商 Insurance underwriters 1313
- 主管，金融和保險的上班族 Supervisors, finance and insurance office workers 1212