Broker School
2-Week Training Session

We are currently accepting applications for Broker School in 2020.

ITAC Inc. is working on the next Broker School to allow candidates to complete the program online (there may be a day of live consult or via online webinar for people outside the Halifax Regional Municipality).

This is an 8-day* program in which accepted applicants will be trained on the Fundamentals of Insurance, in preparation for the General Insurance Licensing Examination to be written within the first week of training.
Training is focused on entry-level insurance broker skills, preparing individuals for the challenges of the required Fundamentals Insurance Exam. In addition to providing knowledge of Broker Management Systems (BMS) basics (e.g. PowerBroker and Applied Epic / TAM), portal basics, customer service skills, and professionalism training (for more information see the itinerary below). Upon completion of the training program, ITAC Inc. instructors will assist successful candidates in obtaining interview opportunities for full time employment with local brokerages (locations available across NS, NB, PEI, & NFLD).

Insurance Brokerages across the Atlantic provinces are seeking professionally trained and competent brokers to work for their businesses – ITAC Inc. is training and finding these highly demanded workers while simultaneously providing exciting job opportunities for individuals in the community.

Please email your resumes and references for application to

*The number of days for Broker School 2020 is subject to change depending on the format (classroom only, online only or combination).


    • Applicants must be 19+ (legal age of majority in Nova Scotia)
    • NOTE: A Criminal Record Check is required when applying for a Broker license.
      • Availability for Broker School: you will have a deadline to complete the online program and the exam must be completed as per the contract (to be discussed prior to signing).
            • Online training is at your own pace, however, you will be required to stick to the agenda dates/deadlines.
          • Any live training will be held at ITAC Inc. in Dartmouth NS.  Online webinar is an option.
  • Completion of online preparatory “Insurance Fundamentals / General Licensing Course” prior to beginning of Broker School.
    • Course and student profile provided free


  • Education: Secondary School (required), Post-Secondary Education or College Certification (preferred)
  • Strong organizational and time-management skills
  • Motivated individuals with an interest to learn and enter the Insurance Industry
  • Demonstrated attention to detail and work ethic
  • Excellent verbal and written communication skills
  • Proficient computer and keyboarding skills
  • Confidence in your aptitude to learn and apply information quickly
  • Strong interpersonal skills
  • Ability to multi-task and high adaptability
  • Capability to work effectively in a quick-paced, ever-changing environment in a professional manner

Program Benefits:

  • Free valuable education opportunities
    • Gained knowledge of the Canadian insurance industry & Fundamentals of Insurance
    • Obtainment of eligibility to apply for General Insurance License
  • Interview opportunities with insurance brokerages across the Atlantic Provinces for full-time employment.

(Tentative) Broker School Itinerary

Location : Online.
ITAC Inc. at 250 Brownlow Ave, Suite 18, Dartmouth, NS B3B 1W9. 2nd Floor Boardroom.


  • Catherine (Cathy) Bermundo, B.Comm, AIT, CAIB, LLQP
  • Suzanne (Suzy) Maclellan, FCIP, CRM, LLQP
  • Darnise Umlah, CAIB, LLQP
  • Mitchell (Mitch) Maclellan, CAIB, LLQP
  • Jenna Maclellan, B.Comm.

Food and Drink / Lunch Break (applicable for live training only):

  • ITAC has refrigerators and microwaves, so please feel free to bring your lunch!
  • Free coffee, tea and water.
  • Many restaurants nearby. We break for 1 hour between 12pm-1pm.

Dress : Business casual

Detailed itinerary will be provided at first interview.  Send us your application in today!