TCFCA 学习空间
TCFCA 学习空间
Insurance agents and brokers
保险代理人和经纪人向个人、企业和公共机构销售人寿、汽车、财产、健康和其他类型的保险。保险代理人受雇于个体保险公司或特定保险公司的独立代表。保险经纪人受雇于经纪公司，也可以合伙经营或独资经营。 主管保险代理人包含在本单元组中。
Insurance agents and brokers sell life, automobile, property, health and other types of insurance to individuals, businesses and public institutions. Insurance agents are employed by individual insurance companies or are independent representatives of specific insurance companies. Insurance brokers are employed by brokerage firms, or may work in partnerships or hold sole proprietorship. Supervisors of insurance agents are included in this unit group.
中文内容为本站机器翻译，未经加拿大政府审核；申请与职业匹配请以英文原文为准。
向客户销售汽车、火灾、健康、人寿、财产、海事、飞机和其他类型的保险
Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance to clients
建立客户保险范围、计算保费并确定付款方式
Establish client insurance coverage, calculate premiums and establish method of payment
提供有关团体和个人保险套餐、风险承保范围、支付的福利和其他保单特征的信息
Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
确保完成适当的表格、体检和其他政策要求
Ensure appropriate forms, medical examinations and other policy requirements are completed
监控保险索赔并回复客户的询问
Monitor insurance claims and respond to clients' enquiries
识别并招揽潜在客户。
Identify and solicit potential clientele.
通常需要完成中学教育。
Completion of secondary school is usually required.
提供在职培训和保险业课程和培训计划，并且是就业所必需的。
On-the-job training and insurance industry courses and training programs are provided and are required for employment.
需要获得就业省或地区保险管理机构的许可。
Licensure by the insurance governing body in the province or territory of employment is required.
通过经验可以晋升到保险管理职位。
Progression to insurance management positions is possible through experience.
完成加拿大保险学院的教育课程后，代理人将有权获得特许保险专业人士 (CIP) 或特许保险专业人士 (FCIP) 的专业认可。
Completion of educational programs through the Insurance Institute of Canada entitles agents to professional recognition as a Chartered Insurance Professional (CIP) or a Fellow Chartered Insurance Professional (FCIP).
通过加拿大财务顾问协会 (Advocis) 完成教育课程，可以获得不同级别的保险和财务顾问专业资格。
Completion of educational courses through the Financial Advisors Association of Canada (Advocis) allows for various levels of professional designations for insurance and financial advisors.
保险经理（参见10020保险、房地产和金融经纪经理）
Insurance manager (See 10020 Insurance, real estate and financial brokerage managers)
保险承保人（参见12202保险承保人）
Insurance underwriters (See 12202 Insurance underwriters)
主管，金融保险上班族（见12011 主管，金融保险上班族）
Supervisors, finance and insurance office workers (See 12011 Supervisors, finance and insurance office workers)
Source: Statistics Canada, National Occupational Classification (NOC) 2021 Version 1.0, September 28, 2021. Reproduced and distributed on an "as is" basis with the permission of Statistics Canada.
Statistics Canada CSV 不标注 individual essential duties。 本站不会把某一行自动编造成 essential duty，具体分类仍需用户或专业人士核对。