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Insurance agents and brokers

OaSIS code 63100.00

Insurance agents and brokers sell life, automobile, property, health and other types of insurance to individuals, businesses and public institutions. Supervisors of insurance agents are included in this unit group.

Overview

Also known as

  • Insurance agent
  • Insurance broker
  • Insurance sales representative
  • Insurance sales supervisor

Main duties

This group performs some or all of the following 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.

Additional information

  • Progression to insurance management positions is possible through experience.
  • Completion of educational programs through the Insurance Institute of Canada or its provincial counterpart entitles agents to professional recognition as an Associate of the Insurance Institute of Canada (A.I.I.C.) or Fellow of the Insurance Institute of Canada (F.I.I.C.).
  • Completion of educational courses through the Canadian Association of Insurance and Financial Advisors allows for various levels of professional designations for insurance and financial advisors.

Similar occupations classified elsewhere

Exclusions:

  • Supervisors, finance and insurance office workers (12011)
  • Insurance underwriters (12202)
  • Insurance manager (in 10020.01 Insurance managers)

NOC hierarchy breakdown

NOC version

NOC 2021 Version 1.0

Broad occupational category

6 – Sales and service occupations

TEER

3 – Occupations usually require a college diploma or apprenticeship training of less than two years; or more than six months of on-the-job training

Major group

63 – Occupations in sales and services

Sub-major group

631 – Occupations in sales

Minor group

6310 – Insurance, real estate and financial sales occupations

Unit group

63100 – Insurance agents and brokers

Occupational profile

63100.00 – Insurance agents and brokers

Work characteristics

Work characteristics gathers the various components describing the work environment of each occupation, such as employers, work activities, and the work context. Each category displays up to 10 descriptors in descending order based, firstly, on their attributed ratings by the level of complexity (for Work Activities) or other measurement dimensions (for Work Context), and secondly, in alphabetical order. The whole list of descriptors and their ratings can be expanded at the bottom of each page.

Work Activities

Proficiency or complexity level
Selling or Influencing Others
5 - Highest Level
Applying New Knowledge
4 - High Level
Communicating with Persons Outside Organization
4 - High Level
Performing for or Working Directly with the Public
4 - High Level
Analyzing Data or Information
3 - Moderate Level

Work Context

Structural Job Characteristics

Structured versus Unstructured Work
Degree of freedom to determine tasks and priorities
3 - Moderate amount of freedom
Work Week Duration
Worked hours in a typical week
2 - Between 35 to 40 hours

Physical Work Environment

Physical Proximity
Physical distance from others
3 - Somewhat close (e.g. share office)

Physical Demands

Sitting
Duration
5 - All the time, or almost all the time
Standing
Duration
1 - Very little time
Bending or Twisting the Body
Duration
1 - Very little time

Interpersonal Relations

Contact with Others
Frequency
4 - Every day, a few times per day
Duration
4 - More than half the time
Work with Work Group or Team
Importance
2 - Somewhat important
Frequency
2 - Once a month or more but not every week

Workplaces/employers

  • Brokerage firms
  • Insurance companies

Skills and abilities

This section displays the various competencies required for an occupation. Each category displays up to 10 descriptors in descending order based, firstly, on their attributed ratings by the level of proficiency (for Skills and Abilities) or importance (for Personal Attributes) and secondly, in alphabetical order. The whole list of descriptors and their ratings can be expanded at the bottom of each page.

Abilities

Proficiency or complexity level
Speech Clarity
4 - High Level
Speech Recognition
4 - High Level
Verbal Ability
4 - High Level
Categorization Flexibility
3 - Moderate Level
Deductive Reasoning
3 - Moderate Level

Skills

Proficiency or complexity level
Negotiating
4 - High Level
Persuading
4 - High Level
Critical Thinking
3 - Moderate Level
Decision Making
3 - Moderate Level
Evaluation
3 - Moderate Level

Personal Attributes

Importance
Adaptability
4 - Highly important
Analytical Thinking
4 - Highly important
Attention to Detail
4 - Highly important
Concern for Others
4 - Highly important
Independence
4 - Highly important