TCFCA 学习空间
TCFCA 学习空间
Insurance underwriters
保险承保人根据公司保单审查和评估保险申请，以确定保险风险、保险费和保险范围。他们受雇于保险公司的总公司和分公司。
Insurance underwriters review and evaluate insurance applications to determine insurance risks, insurance premiums and extent of insurance coverage according to company policies. They are employed at head and branch offices of insurance companies.
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。
审查个人和团体的汽车、火灾、健康、责任、人寿、财产、海事、飞机和其他保险申请
Review individual and group applications for automobile, fire, health, liability, life, property, marine, aircraft and other insurance
使用医疗报告、费率表和其他文件和参考材料评估新申请和续保申请，以确定保险风险、保险费、保险范围和保险合同的其他条件；调整保费、承保范围或风险本身，以便接受新的和续保的申请
Evaluate new and renewal applications to determine insurance risks, insurance premiums, extent of insurance coverage and other conditions of the insurance contract using medical reports, rate tables and other documents and reference materials; adjust premiums, coverage or risk itself to make acceptance of new and renewal applications possible
批准保险单的销售并确保遵守政府法规
Approve sale of insurance policies and ensure compliance with government regulations
提供个人或团体保险计划设计建议
Provide recommendations on individual or group insurance plan designs
提供承保建议并回答客户、保险代理人、顾问和其他公司人员的询问
Provide underwriting advice and answer inquiries from clients and from insurance agents, consultants and other company personnel
必要时准备承保报告并更新保险表格。
Prepare underwriting reports and update insurance forms when necessary.
完成中学教育和一些一般保险经验或学士学位，大专文凭或一些高等教育是必需的。
Completion of secondary school and some general insurance experience or A bachelor's degree, college diploma or some post-secondary education is required.
需要进行几年的在职培训并完成保险业承保课程和培训计划。
Several years of on-the-job training and completion of insurance industry underwriting courses and training programs are required.
随着经验的积累，可以晋升到保险行业的管理职位。
Progression to management positions in the insurance industry is possible with experience.
通过加拿大保险学院或其省级同行完成教育课程后，保险承保人将有权获得特许保险专业人士 (CIP) 的专业认可，并且通过额外的大学课程，获得特许保险专业人士 (FCIP) 会员资格。
Completion of educational programs through the Insurance Institute of Canada or its provincial counterparts entitles insurance underwriters to professional recognition as a Chartered Insurance Professional (CIP) and, with additional university courses, as a Fellow, Chartered Insurance Professional (FCIP).
伤亡保险产品分析师设计师
casualty insurance products analyst-designer
保险评级分析师
insurance rating analyst
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。