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CAREER PROFILE

Insurance Agents and Brokers

Insurance agents and brokers help people and businesses choose the right protection for their needs. In this job, you might explain different insurance options, calculate premiums, complete forms, and answer questions about claims and coverage. Strong communication, networking, research, and selling skills are important, along with helpful school subjects like business, math, English, computers, and a second language. If you enjoy helping others understand important choices, this career may be a good fit.

EDUCATION ROUTEMultiple pathways
WORK STYLEVaries by role
CAREER FIELDFinance

HOW TO GET THERE

Typical pathway

A typical pathway starts in secondary school with courses like business, math, English, computers and, when useful, a second language. After graduation, many people learn through a college diploma, on-the-job training, or some post-secondary study in business or a related field, depending on the employer and province. Early experience in sales, customer service, banking, or another client-facing role can help build communication and networking skills. Some positions may involve employer-specific training and any required licensing or registration rules that vary by province or specialty.

THE WORK

What you may do

Legacy duties

  • Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance to clients
  • Establish client insurance coverage, calculate premiums and establish method of payment
  • Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
  • Ensure appropriate forms, medical examinations and other policy requirements are completed
  • Monitor insurance claims and respond to clients' enquiries
  • Identify and solicit potential clientele.

SKILLS TO BUILD

Skills used in this Career

Communication SkillsNetworkingResearchingSelling

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