【NOC-6231】6231—保险代理人和经纪人
6231—保险代理人和经纪人
6231 Insuranceagents and brokers
综述---新新源移民:
销售人寿、汽车、财产、健康和其他种类的保险给个人、公司和公共机构。保险代理人受雇于个人保险公司或作为具体保险公司的独立代表。保险经纪人受雇于经纪公司或合伙人公司,或独资经营公司。主管也包含在这组。
Insuranceagents and brokers sell life, automobile, property, health and other types ofinsurance to individuals, businesses and public institutions. Insurance agentsare employed by individual insurance companies or are independentrepresentatives of specific insurance companies. Insurance brokers are employedby brokerage firms, or may work in partnerships or hold sole proprietorship.Supervisors of insurance agents are included in this unit group.
主要岗位职责-Mainduties-新新源移民
--销售汽车、火灾、健康、人寿、财产、海运、空运和其他种类的保险给客户;
--制定客户保险责任范围、计算保险费率和制定支付方式;
--提供群体和个人保险套餐,风险责任范围、利润支付和其他政策保险特点的信息;
--确保客户完成恰当的表格、医疗检查和其他政策要求;
--检测保险投诉和对客户请求进行反馈;(新新源移民)
--明确和招揽潜在客户;
Mainduties
Insurance agents and brokers perform some or all of the following duties:
Sellautomobile, fire, health, life, property, marine, aircraft and other types ofinsurance to clients
Establishclient insurance coverage, calculate premiums and establish method of payment
Provideinformation concerning group and individual insurance packages, the range ofrisk coverage, benefits paid and other policy features
Ensureappropriate forms, medical examinations and other policy requirements arecompleted
Monitorinsurance claims and respond to clients' enquiries
Identifyand solicit potential clientele.
ExampleTitles示例职位-新新源移民
汽车保险代理人——automobile insurance agent
汽车保险推销员——automobile insurance salesman/woman
经纪人,保险——broker, insurance
区域主管,保险——district supervisor, insurance office
现场代理 - 保险——field agent –insurance(新新源移民)
火灾保险代理人——fire insurance agent
火灾保险业务员——fire insurance salesman/woman
一般保险代表——general insurance representative
团体保险代表——group insurance representative
保险代理人——insurance agent(新新源移民)
保险经纪人——insurance broker
保险销售代理——insurance sales agent
保险销售代表——insurance sales representative
保险销售主管——insurance sales supervisor
保险推销员——insurance salesman/woman
寿险代理人——life insurance agent(新新源移民)
寿险代表——life insurance representative
寿险业务员——life insurance salesman/woman
代理销售保险——sales agent, insurance
业务员,保险——salesman/woman, insurance
主管,保险代理人——supervisor, insurance agents
雇佣要求-Employmentrequirements-新新源移民
Completionof secondary school is usually required.
On-the-jobtraining and insurance industry courses and training programs are provided andare required for employment.
Licensureby the insurance governing body in the province or territory of employment isrequired.
Additionalinformation
Progressionto insurance management positions is possible through experience.
Completionof educational programs through the Insurance Institute of Canada or itsprovincial counterpart entitles agents to professional recognition as anAssociate of the Insurance Institute of Canada (A.I.I.C.) or Fellow of theInsurance Institute of Canada (F.I.I.C.).
Completionof educational courses through the Canadian Association of Insurance andFinancial Advisors allows for various levels of professional designations forinsurance and financial advisors.
其他分类Classifiedelsewhere—新新源移民
Insurancemanagers (in 0121 Insurance, real estate and financialbrokerage managers )
Insuranceunderwriters (1313)
Supervisors,finance and insurance office workers (1212)