insurance broker (Vaughan)

Education and Experience

College, CEGEP or other non‑university certificate or diploma from a 1‑ to 2‑year program. Minimum 2 years of experience (or equivalent).

Job Setting

Insurance company.

Core Responsibilities

• Calculate premiums
• Establish client insurance coverage
• Provide customer service
• Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Profession...