Insurance Agents
Job description
These individuals recommend and sell insurance policies to clients of insurance companies. They collect information to determine needs and budget. They advise clients about the various types of coverage offered. They provide information about the benefits, advantages, premiums, and other clauses of the contract. They determine the premiums to be paid and the terms of payment. They fill out the contract and forms required to issue the insurance policy. They work for life and health and general insurance companies.
Environment
- Controlled ambient temperature
Main tasks
- Ensure compliance with the insurance policy (appropriate forms, medical examinations, etc.).
- Set up insurance coverage.
- Follow up on client files.
- Renew insurance policies for existing customers.
- Prepare maturity notices.
- Respond to customer claims and requests.
Advancement and mobility
- Experience leads to management positions.
- Successful completion of courses offered by the Canadian Association of Insurance and Financial Advisors leads to various levels of professional qualification.
Training and requirements
Formation
Also required
- A representative’s certificate in insurance of persons or damage insurance from the Autorité des marchés financiers [Financial Markets Authority].
Main skills and characteristics
Skills
- Reading comprehension
- Data collection
- Active listening
- Oral expression
- Critical thought
- Written expression
- Persuasion
- Information processing
- Social perception
- Service oriented
- Time management
- Negotiation
- Result evaluation
- Systems evaluation
- Active learning
- Operation analysis
- Coordination
- Judgment and decision-making
- Learning strategies
- Mathematics
Abilities
- Written comprehension
- Speech clarity
- Oral comprehension
- Verbal skills
- Speech recognition
- Deductive reasoning
- Information organization
- Near vision
- Awareness of issues
- Classification
- Inductive reasoning
- Basic numeracy
- Mathematical reasoning
- Selective attention
- Digital dexterity
- Manual dexterity
Knowledge and attributes
- Capacity to develop and maintain business relations
- Critical thinking
- Focussed on results
- Autonomy
- Capacity to influence and mobilize
- Knowledge of customer and personalized services
- Professional ambition
- Capacity to be discrete
- Knowledge of sales and marketing
- Impeccable appearance
Interests
- Draft, communicate, and inform
- Work with numbers
- Work in sales or client service
- Work in an office
- Assist and advise
- Collect, verify, sort, and classify data or information
Personality profiles (RIASEC)
- Enterprising
- People with this profile prefer having responsibilities, influencing others and responding to challenges.
- Social
- People with this profile prefer to be in contact with others, in particular to entertain, help or teach them.
- Investigative
- People with this profile prefer relying on theoretical knowledge before acting. They like observation, analysis and problem solving.
Appellation d’emploi liée (à traduire)
Insurance agents and brokers (CNP 63100)
Skill type
Sales and service
Last update: January 29, 2026