6231 保险代理人和经纪人 Insurance agents and brokers NOC - LEVEL B
保险代理人和经纪人向个人,企业和公共机构出售生命,汽车,财产,健康和其他类型的保险。保险代理人受雇于个别保险公司或具体保险公司的独立代表。保险经纪人受聘于经纪公司,或工作伙伴关系或保持独资。保险代理人主管也包括在这个单元组。
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.
6231 保险代理人和经纪人头衔范例
保险公司 insurance agent
保险经纪 insurance broker
保险销售代表 insurance sales representative
保险销售主管 insurance sales supervisor
6231 保险代理人和经纪人主要职责
向客户销售汽车,消防,健康,生命,财产,船舶,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
建立客户保险覆盖范围,计算保费及建立付款方式
Establish client insurance coverage, calculate premiums and establish method of payment
提供有关团体和个人的保险计划,风险覆盖范围,支付的福利和其他政策信息
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
监控保险理赔,并回应客户查询
Monitor insurance claims and respond to clients enquiries
识别和寻求潜在的客户。
Identify and solicit potential clientele.
6231 保险代理人和经纪人任职要求
通常需要完成中学学业。
Completion of secondary school is usually required.
入职需要提供在职培训和保险业课程和培训计划。
On-the-job training and insurance industry courses and training programs are provided and are required for employment.
在省内或地区就业必需具备保险监管机构颁发的执照。
Licensure by the insurance governing body in the province or territory of employment is required.
6231 保险代理人和经纪人附加信息
随着经验积累,可能晋升到保险管理职位。
Progression to insurance management positions is possible through experience.
完成加拿大保险协会或省级对应部分的教育课程使代理人有权获得加拿大保险协会的专业认可或加拿大保险学会(FIIC)院士。
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.).
保险和财务顾问要取得不同层次的专业资格必须完成加拿大保险和金融顾问协会的教育课程。
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.
6231 保险代理人和经纪人其他分类
保险经理(保险,房地产和金融经纪经理) Insurance managers (in [0121](0121) Insurance, real estate and financial brokerage managers )
保险承销商 Insurance underwriters [1313](1313)
主管,金融和保险的上班族 Supervisors, finance and insurance office workers [1212](1212)
6231 保险代理人和经纪人职称头衔
汽车保险代理 automobile insurance agent
汽车保险推销员/男/女 automobile insurance salesman/woman
券商,保险 broker, insurance
区域主管,保险办公室 district supervisor, insurance office
现场代理 - 保险 field agent – insurance
火灾保险代理人 fire insurance agent
火灾保险推销员/男/女 fire insurance salesman/woman
一般保险代表 general insurance representative
团体保险代表 group insurance representative
保险公司 insurance agent
保险经纪 insurance broker
代理销售保险 insurance sales agent
保险销售代表 insurance sales representative
保险销售主管 insurance sales supervisor
保险推销员/男/女 insurance salesman/woman
寿险代理人 life insurance agent
寿险代表 life insurance representative
寿险业务员/男/女 life insurance salesman/woman
代理销售保险 sales agent, insurance
业务员/男/女,保险 salesman/woman, insurance
主管,保险代理人 supervisor, insurance agents
加拿大BC省提名技术移民项目(PNP)是由BC省政府和联邦移民部协议共同运作的移民项目,旨在帮助BC省的雇主雇用并保留拥有所需技能的合资格的外国技术工人。
对于雇主:
1、企业必须注册在BC省范围内,经营一年以上并运营良好;
2、企业如位于大温哥华都会地区以内,必须拥有5名或以上的全职员工;
3、企业如位于大温哥华都会地区以外,必须拥有3名或以上的全职员工。
对于申请人要求:
1、必须具备大专以上学历;
2、满足雇主的招聘要求,多年相关行业工作经验;
3、如果雇主的行业需要具备相应的职业证书,则需提供;
4、具备一定的英文能力,雅思成绩须在5分以上;
5、需拥有足够第一年定居加拿大所需的全家生活费用。
1312 保险理算员和索赔审查员 Insurance adjusters and claims examiners NOC - LEVEL B
保险理算员调查保险索赔和确定保单所涵盖的损失或损害的数额。他们受雇于保险公司的理赔部门,或作为独立的理算员。保险索赔审查员检查由保险理算员调查过的索赔,并授权付款。他们受雇于保险公司的总部或分支机构。
Insurance adjusters investigate insurance claims and determine the amount of loss or damages covered by insurance policies. They are employed in claims departments of insurance companies or as independent adjusters. Insurance claims examiners examine claims investigated by insurance adjusters and authorize payments. They are employed at head offices or branches of insurance companies.
1312 保险理算员和索赔审查员头衔范例
理算员 adjuster
索赔审查员 claims examiner
索赔代表 claims representative
保险理算员 insurance adjuster
1312 保险理算员和索赔审查员主要职责
保险理算员执行部分或全部下列职责:Insurance adjusters perform some or all of the following duties:
调查保险理赔的情况,确定索赔的有效性
Investigate circumstances surrounding insurance claims to determine validity of claim
检查汽车,家庭或其他财产损失
Inspect automobile, home or other property damage
录取口,咨询索赔者,事故目击者,医生和其他有关人士,检查记录或报告
Take statements and consult with claimants, accident witnesses, doctors and other relevant individuals and examine records or reports
确定保单所涵盖的损失或损害赔偿金额
Determine amount of loss or damages covered by insurance policies
协商解决索赔
Negotiate settlement of claims
准备理算报告。
Prepare adjustment reports.
保险索赔检查员执行部分或全部下列职责Insurance claims examiners perform some or all of the following duties:
审查,检查,计算,并授权由保险理算员调查的保险索赔
Review, examine, calculate and authorize insurance claims investigated by insurance adjusters
检查理算员的报告和类似的保险索赔或先例,以确定保险保障程度
Examine adjusters reports and similar insurance claims or precedents to determine extent of insurance coverage
确保索赔的有效性,按照公司常规及程序进行结算
Ensure claims are valid and settlements are made according to company practices and procedures
咨询律师,医生或其他有关人士,讨论保险理赔
Consult lawyers, doctors or other relevant individuals to discuss insurance claims
批准汽车,消防,生活,残疾,牙科或其他保险索赔。
Approve automobile, fire, life, disability, dental or other insurance claims.
1312 保险理算员和索赔审查员任职要求
必需完成中学学业。
Completion of secondary school is required.
大学本科学历,大专以上文凭或中学后教育
A bachelors degree, college diploma or some post-secondary education
或多年的理赔部门业务员经验,或其他一般保险经验。
Several years of experience as a clerk in the claims department or other general insurance experience are required.
必需具备多年的在职培训以及保险业课程和培训计划。
Several years of on-the-job training and completion of insurance industry courses and training programs are required.
独立理算员要求具备由就业省份或地区保险监督官颁发的省级许可证。
Independent adjusters require a provincial licence issued by the Superintendent of Insurance in the province or territory of employment.
1312 保险理算员和索赔审查员附加信息
完成加拿大保险协会的教育计划,或其省级同行赋予保险理算员和索赔审查员作为特许保险专业(CIP)的专业人士,作为特许保险专业研究员(FCIP),还需要学习更多的其他大学课程。
Completion of educational programs through the Insurance Institute of Canada or its provincial counterparts entitles insurance adjusters and claims examiners to professional recognition as a Chartered Insurance Professional (CIP), and with additional university courses, as a Fellow Chartered Insurance Professional (FCIP).
1312 保险理算员和索赔审查员其他分类
主管,金融和保险工作人员 Supervisors, finance and insurance office workers [1212](1212)
1312 保险理算员和索赔审查员职称头衔
理算员 adjuster
理算员 - 保险 adjuster – insurance
见习理算员 - 保险 adjuster trainee – insurance
汽车索赔技术理算员 automobile claims technical adjuster
意外伤害保险理算员 casualty insurance adjuster
理赔 - 保险 claims adjuster – insurance
索赔审批 - 保险 claims approver – insurance
理赔顾问 claims consultant
索赔审查员 claims examiner
索赔审查员 - 保险 claims examiner – insurance
理赔调查员 claims investigator
理赔调查员 - 保险 claims investigator – insurance
代表 claims representative
保险代表 claims representative – insurance
伤残索赔检查员 - 保险 disability claims examiner – insurance
救灾理赔 - 保险 disaster relief claims adjuster – insurance
现场理算员 - 保险 field adjuster – insurance
火灾保险公估 fire insurance adjuster
货运理算员 - 保险 freight adjuster – insurance
团体寿险索赔审查员 - 保险 group life claims examiner – insurance
健康和牙科的索赔审查员 - 保险 health and dental claims examiner – insurance
保险理算员 insurance adjuster
保险巡视员 insurance inspector
负债理算员 - 保险 liability adjuster – insurance
损失检查员 - 保险 loss examiner – insurance
海洋理赔员 - 保险 marine claims adjuster – insurance
船舶保险公估 marine insurance adjuster
医疗估损 - 保险 medical claims assessor – insurance
机动车辆理赔 - 保险 motor vehicle claims adjuster – insurance
产品检查员 production examiner
物业理算员 - 保险 property adjuster – insurance
公共理算员 - 保险 public adjuster – insurance
铁路理赔员 - 保险 railroad claims adjuster – insurance
结算管理联营公司 settlement management associate
结算专家 settlement specialist
人员理算员 - 保险 staff adjuster – insurance
电话理算员 - 保险 telephone adjuster – insurance
见习理算员 - 保险 trainee adjuster – insurance
工人补偿理算员 - 保险 workers compensation adjuster – insurance
加拿大BC省提名技术移民项目(PNP)是由BC省政府和联邦移民部协议共同运作的移民项目,旨在帮助BC省的雇主雇用并保留拥有所需技能的合资格的外国技术工人。
对于雇主:
1、企业必须注册在BC省范围内,经营一年以上并运营良好;
2、企业如位于大温哥华都会地区以内,必须拥有5名或以上的全职员工;
3、企业如位于大温哥华都会地区以外,必须拥有3名或以上的全职员工。
对于申请人要求:
1、必须具备大专以上学历;
2、满足雇主的招聘要求,多年相关行业工作经验;
3、如果雇主的行业需要具备相应的职业证书,则需提供;
4、具备一定的英文能力,雅思成绩须在5分以上;
5、需拥有足够第一年定居加拿大所需的全家生活费用。
1434 银行,保险和其他财务人员 Banking, insurance and other financial clerks NOC - LEVEL C
银行,保险和其他财务人员编译,处理和维护银行,保险和其他财务资料。他们受雇于银行,贷款公司,私人和公共保险机构,投资公司和整个公共和私营部门的其他金融机构。
Banking, insurance and other financial clerks compile, process and maintain banking, insurance and other financial information. They are employed by banks, credit companies, private and public insurance establishments, investment firms and other financial establishments throughout the private and public sectors.
1434 银行,保险和其他财务人员头衔范例
精算职员 actuarial clerk
银行职员 bank clerk
信贷业务员 credit clerk
牙科索赔职员的 dental claims clerk
股息计算职员 dividend calculation clerk
保险业务员 - 金融业 insurance clerk – financial sector
保险评价者 insurance rater
总账控制业务员 ledger control clerk
贷款业务员 - 金融业 loan clerk – financial sector
按揭职员 mortgage clerk
溢价评价者 - 保险 premium rater – insurance
房地产业务员 real estate clerk
证券业务员 - 金融业 securities clerk – financial sector
1434 银行,保险和其他财务人员主要职责
银行职员执行部分或全部下列职责Bank clerks perform some or all of the following duties:
编译存款,取款,贷款和按揭付款,支票和证券的购买,出售和交换记录
Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
处理贷款和抵押贷款申请,贷款和按揭付款,退休储蓄计划的应用,长期存款,银行汇票和汇票
Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
验证和结算自动柜员机交易和总帐目录,计算服务费和利息支付,并通知有关客户帐户的差异和侵吞银行卡
Verify and balance automatic teller machine transactions and ledger entries, calculate service charges and interest payments and notify customers regarding account discrepancies and captured bank cards
解答咨询,并提供银行产品,政策和服务信息
Answer enquiries and provide information on banking products, policies and services
可能出售银票,汇票,旅行支票和外币,租保险箱,开户和销户活期存款,支票帐户和其他帐户。
May sell drafts, money orders, travellers cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.
保险办事员执行部分或全部下列职责Insurance clerks perform some or all of the following duties:
办理审批手续,取消,债权交易,政策变化与保费等业务
Process enrolments, cancellations, claims transactions, policy changes and premium payments
检查保险申请并确认保险覆盖面,付保费及其他保险信息
Review insurance applications and verify insurance coverage, premiums paid and other insurance information
计算保险费,退休金福利和年金支付
Calculate insurance premiums, pension benefits and annuity payments
编译和维护理赔数据,费率和保险数据和记录
Compile and maintain claims data, rates and insurance data and records
解答咨询,并提供保险产品,政策和服务的信息。
Answer enquiries and provide information on insurance products, policies and services.
本单元组的其他财务人员执行部分或全部下列职责Other financial clerks in this unit group perform some or all of the following duties:
编译和维护出租,出售及其他房地产列表
Compile and maintain rental, sale and other real estate listings
编译并保持股票,债券和其他证券列表
Compile and maintain stock, bond and other securities listings
排序,核实和处理房地产,证券及其他金融交易
Sort, verify and process real estate, securities and other financial transactions
回答查询和回复信件。
Answer enquiries and reply to correspondence.
1434 银行,保险和其他财务人员任职要求
必需完成中学学业。
Completion of secondary school is required.
可能需要企业大专文凭。
A business college diploma may be required.
通常需要针对金融机构的在职培训和短期培训课程或计划。
On-the-job training and short-term training courses or programs specific to the financial establishment are usually required.
1434 银行,保险和其他财务人员附加信息
随着经验积累,可能晋升为主管职位。
Progression to supervisory positions is possible with experience.
1434 银行,保险和其他财务人员其他分类
会计技师和簿记 Accounting technicians and bookkeepers [1311](1311)
客户服务代表 - 金融机构 Customer services representatives - financial institutions [6551](6551)
主管,金融和保险的上班族 Supervisors, finance and insurance office workers [1212](1212)
1434 银行,保险和其他财务人员职称头衔
会计文员 - 金融业 accounts clerk – financial sector
账户代表 - 金融业 accounts representative – financial sector
精算职员 actuarial clerk
申请评审员 - 保险 application reviewer – insurance
ATM(自动取款机)职员 ATM (automatic teller machine) clerk
自动取款机(ATM)职员 automatic teller machine (ATM) clerk
银行职员 bank clerk
福利和权利秘书 - 保险 benefits and entitlement clerk – insurance
经纪业务员 brokerage clerk
计算业务员 - 保险 calculation clerk – insurance
索赔员 - 保险 claims clerk – insurance
职员 - 金融业 clerk – financial sector
合同职员 - 金融业 contract clerk – financial sector
控制员 - 金融业 control clerk – financial sector
信贷申请办事员 - 金融部门 credit application clerk – financial sector
信用评估员 credit assessment clerk
信贷授权职员 credit authorization clerk
信贷业务员 credit clerk
信贷寄存器职员 credit register clerk
死亡福利职员 death benefits clerk
牙科索赔职员的 dental claims clerk
伤残津贴保险业务员 - disability benefits clerk – insurance
折扣业务员 - 金融业 discount clerk – financial sector
股息计算职员 dividend calculation clerk
的股息计算业务员 - 金融部门 dividend calculation clerk – financial sector
雇员保险业务员 employee insurance clerk
汇率职员 - 金融业 exchange rate clerk – financial sector
金融职员 - 金融业 financial clerk – financial sector
外币账户调整 - 金融业 foreign currency accounts adjuster – financial sector
外汇业务员 - 金融业 foreign exchange clerk – financial sector
国外汇款的职员 - 金融业 foreign remittance clerk – financial sector
团体保险业务员 group insurance clerk
医院保险业务员 hospital insurance clerk
保险业务员 - 金融业 insurance clerk – financial sector
保险评价者 insurance rater
利息职员 interest clerk
总账控制业务员 ledger control clerk
总账控制业务员 - 金融业 ledger control clerk – financial sector
统制官 - 金融业 ledger control officer – financial sector
责任职员 - 金融业 liability clerk – financial sector
贷款业务员 - 金融业 loan clerk – financial sector
保证金计算办事员 - 金融部门 margin calculation clerk – financial sector
按揭职员 mortgage clerk
养老管理员 - 保险公司 pension administrator – insurance company
退休金计划职员 - 保险 pension plans clerk – insurance
个人信贷额度职员 personal credit lines clerk
个人线员 - 保险 personal lines clerk – insurance
职员 - 保险政策变化 policy change clerk – insurance
政策职员 - 保险 policy clerk – insurance
职员 - 保险政策信息 policy information clerk – insurance
溢价评价者 - 保险 premium rater – insurance
证明业务员 - 金融业 proof clerk – financial sector
物业及设备保险业务员 property and equipment insurance clerk
物业职员 property clerk
评价者,保险 rater, insurance
房地产业务员 real estate clerk
房地产业务员 realty clerk
和解员 - 金融业 reconciliation clerk – financial sector
更新职员 - 金融业 renewal clerk – financial sector
储量计算职员 - 金融业 reserves calculation clerk – financial sector
保险箱职员 safety deposit box clerk
储蓄账户职员 - 金融业 savings accounts clerk – financial sector
证券业务员 - 金融业 securities clerk – financial sector
高级索赔职员 senior claims clerk
特别签注业务员 - 保险 special endorsement clerk – insurance
养老金书记 - 金融业 superannuation clerk – financial sector
手术医疗报销业务员 - 保险 surgical-medical claims clerk – insurance
估值职员 - 金融业 valuation clerk – financial sector
库服务员 - 金融业 vault attendant – financial sector
加拿大BC省提名技术移民项目(PNP)是由BC省政府和联邦移民部协议共同运作的移民项目,旨在帮助BC省的雇主雇用并保留拥有所需技能的合资格的外国技术工人。
对于雇主:
1、企业必须注册在BC省范围内,经营一年以上并运营良好;
2、企业如位于大温哥华都会地区以内,必须拥有5名或以上的全职员工;
3、企业如位于大温哥华都会地区以外,必须拥有3名或以上的全职员工。
对于申请人要求:
1、必须具备大专以上学历;
2、满足雇主的招聘要求,多年相关行业工作经验;
3、如果雇主的行业需要具备相应的职业证书,则需提供;
4、具备一定的英文能力,雅思成绩须在5分以上;
5、需拥有足够第一年定居加拿大所需的全家生活费用。
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