Client Care Representative - Personal Lines Renewals
About The Position
As a Personal Insurance Associate for our Renewal Team, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner while educating clients in your excellent product knowledge in habitational, travel, and automobile insurance. Proactively engage with clients prior to their policy renewals to review existing coverage, identify potential gaps, and provide tailored insurance solutions to meet their evolving needs. Build and nurture relationships with clients by offering exceptional service and ensuring their policies are up-to-date and accurately reflect their circumstances. Generate and identify cross-sell opportunities by reviewing clients’ portfolios and recommending additional products or services that add value and enhance coverage. Achieve retention goals and client satisfaction targets through diligent follow-up and personalized attention to renewal details. Stay informed and knowledgeable about Personal Lines products, ensuring the ability to provide expert advice and solutions.
Requirements
- Minimum 1-year Personal Insurance experience
- Desire and proactive ability to deliver exceptional client service
- Demonstrated ability to work in a high-volume, fast paced team environment
- Keen eye for detail and high sense of urgency
- Strong communication skills in both written and verbal
- Demonstrated ability to drive sales initiatives
Nice To Haves
- Level 2 General Insurance License is an asset, but not required
- Industry designation would be considered an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
Responsibilities
- Proactively engage with clients prior to their policy renewals to review existing coverage, identify potential gaps, and provide tailored insurance solutions to meet their evolving needs.
- Build and nurture relationships with clients by offering exceptional service and ensuring their policies are up-to-date and accurately reflect their circumstances.
- Generate and identify cross-sell opportunities by reviewing clients’ portfolios and recommending additional products or services that add value and enhance coverage.
- Achieve retention goals and client satisfaction targets through diligent follow-up and personalized attention to renewal details.
- Stay informed and knowledgeable about Personal Lines products, ensuring the ability to provide expert advice and solutions.
Benefits
- extended health benefits
- disability insurance
- RRSP matching
- paid-time-off benefits
- eligible bonuses
- commissions for some positions
- Paid day off for your birthday
- Paid half a day off for volunteering in your community
- Room to grow within the organization
- Lots of company perks
- great compensation
- HUB Ready training for new employees
- financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
