HOW TO GET THERE
Typical pathway
People entering this field often complete secondary school and may take post-secondary courses in business, finance, or insurance-related studies. Some employers may provide training after hiring. In many cases, insurance brokers need to learn product knowledge, customer service skills, and how insurance processes work before handling clients independently. Licensing or certification requirements can vary by province and job role, so it is important to check local requirements. Experience in sales, administration, or customer service can also be useful.
THE WORK
What you may do
- Talk with clients about insurance needs
- Explain policy options and coverage details
- Help prepare quotes and applications
- Compare products from different insurers
- Answer questions about claims or policy changes
- Maintain client records and paperwork
- Build and support client relationships
A DAY IN THE LIFE
What a day can include
A typical day may involve meeting clients, answering phone calls or emails, and helping people understand their insurance choices. An insurance broker may spend time gathering information, comparing options, preparing documents, and following up on questions or changes. The work can include both office tasks and direct customer contact. Brokers often need to stay organized, communicate clearly, and handle several client needs at once while working with deadlines and details.
SKILLS TO BUILD