Insurance Brokers
Job description
These individuals sell insurance policies to individuals and companies. They collect information to determine needs and budget. They analyze and evaluate the financial situation of their clients. They advise them with regards to the various coverage options available. They provide information about the benefits, advantages, premiums, and other clauses of the contract. They fill out the contract and forms required to issue the insurance policy. The negotiate and enter into the insurance contract with insurance companies on behalf of their clients. They may be self-employed or work for brokerage firms.
Environment
- Controlled ambient temperature
Main tasks
- Ensure compliance with the insurance policy (appropriate forms, medical examinations, etc.).
- Set up insurance coverage.
- Determine the premiums to be paid and the terms of payment.
- Provide information on the various coverages offered by insurance companies.
- Respond to customer requests.
- Target potential clients and solicit them.
Advancement and mobility
- Experience leads to management positions.
- Additional training allows these individuals to be recognized as an Associate or Fellow of the Insurance Institute.
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
- Service oriented
- Social perception
- 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
- Written expression
- 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
- Self-employment
- 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