该小组履行以下部分或全部职责：

• 审查个人和团体对汽车、火灾、健康、责任、人寿、财产、海上、飞机和其他保险的申请
• 使用医疗报告、费率表和其他文件和参考资料评估新的和续保申请，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，以便接受新的和更新的申请
• 批准销售保单并确保遵守政府法规
• 提供个人或团体保险计划设计建议
• 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
• 准备承保报告并在必要时更新保险表格。

• 需要完成中学和一些一般保险经验或学士学位、大专文凭或一些专上教育。
• 需要几年的在职培训并完成保险业承保课程和培训计划。

• 通过加拿大保险协会或其省级同行完成教育课程后，保险承销商将获得特许保险专业人士 (CIP) 的专业认可，并通过额外的大学课程，获得特许保险专业人士 (FCIP) 研究员资格。
• 随着经验的积累，有可能晋升到保险业的管理职位。

• 保险代理人和经纪人（63100）
• 保险经理（10020保险、房地产和金融经纪经理）

This group performs some or all of the following duties:

• Review individual and group applications for automobile, fire, health, liability, life, property, marine, aircraft and other insurance
• 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
• Approve sale of insurance policies and ensure compliance with government regulations
• Provide recommendations on individual or group insurance plan designs
• Provide underwriting advice and answer inquiries from clients and from insurance agents, consultants and other company personnel
• Prepare underwriting reports and update insurance forms when necessary.

• Completion of secondary school and some general insurance experience or a bachelor's degree, college diploma or some post-secondary education is required.
• Several years of on-the-job training and completion of insurance industry underwriting courses and training programs are required.

• 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).
• Progression to management positions in the insurance industry is possible with experience.

• Insurance agents and brokers (63100)
• Insurance manager (in 10020 Insurance, real estate and financial brokerage managers)