63100 Insurance agents and brokers

What this occupation covers

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.

Official main duties

The NOC profile lists 6 main duties for this code.

• 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.

Do not copy these lines into your reference letter. The letter has to describe what you actually did, in your employer’s words. DUTYPROOF flags wording lifted from the NOC as something to review, and an officer reading a letter that mirrors the NOC reads it the same way.

What DUTYPROOF screens for

This is DUTYPROOF’s screening threshold, not IRCC’s decision. For this NOC, screening requires at least 2 of its 6 official duties to be evidenced in your own words, plus the required letter elements. IRCC asks that you performed the actions in the occupation’s lead statement and a substantial number of its main duties — so treat the duty coverage as the number that matters, not the badge.

Codes this one is confused with

The NOC profile names these itself. Choosing the wrong code of a look-alike pair is the most common way genuine work experience fails to establish eligibility.

• 10020 Insurance, real estate and financial brokerage managers
• 12202 Insurance underwriters
• 12011 Supervisors, finance and insurance office workers

Excluded from this code

• Insurance manager (See 10020 Insurance, real estate and financial brokerage managers)
• Insurance underwriters (See 12202 Insurance underwriters)
• Supervisors, finance and insurance office workers (See 12011 Supervisors, finance and insurance office workers)

Job titles filed under this code

A title on this list does not by itself put your experience in this code — the duties in your letter decide that.

automobile insurance agent · automobile insurance salesman/woman · district supervisor - insurance office · field agent - insurance · fire insurance agent · fire insurance salesman/woman · general insurance representative · group insurance representative · insurance agent · insurance agent supervisor · insurance broker · insurance sales agent · insurance sales representative · insurance sales supervisor · insurance salesman/woman · life insurance agent · life insurance representative · life insurance salesman/woman

Employment requirements

• Completion of secondary school is usually required.
• On-the-job training and insurance industry courses and training programs are provided and are required for employment.
• Licensure by the insurance governing body in the province or territory of employment is required.