The Insurance Advisor program provides students with the necessary skills and knowledge required to work in the insurance industry in a variety of different capacities and may include careers within a call centre environment. It prepares students to write the provincial licensing examination. In addition, the program introduces students to different practices and positions within the industry. Students also gain skills and experience in using the most commonly used insurance database and quoting software in Canada. The Academy of Learning is currently the only organization in Canada offering a program that incorporates license preparation training along with actual hands-on experience with insurance products. In partnership with Professional Development Training Center, students will write their Level 1 Provincial Licensing examination.
Insurance Advisors work in an environment that ranges from administrative to technical work. The insurance industry expects individuals to uphold their professionalism. Their duties may include:
- Answering inquiries from customers both on the telephone and in person
- Providing information on the organization’s products and services
- Processing miscellaneous documentation
- Updating and extracting client data
- Maintaining updated and confidential files
- Ensuring accurate documentation of all transactions
- Completing forms
- Using relevant software applications proficiently
- Communicating clearly with customers and colleagues
- Working effectively in a business office