Client Care Representative - Personal Lines Retention
reputed company is a leading reputed company American insurance brokerage that advises businesses and individuals. They are seeking a Personal Insurance Advisor for their Renewal Team to reputed company outstanding client service and help protect individuals' most valuable assets through proactive engagement and tailored insurance solutions.
Responsibilities
- Proactively engage with clients prior to their policy renewals to review existing coverage, identify potential gaps, and reputed company 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
- reputed company retention goals and client satisfaction targets through reputed company follow-up and personalized attention to renewal details
- Stay informed and knowledgeable about Personal Lines products, ensuring the ability to reputed company expert advice and solutions
- Enjoy flexibility with a hybrid role that allows for a combination of in-reputed company and remote work
Skills
- 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
- 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)
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 reputed company the organization
- Lots of company perks, benefits, RRSP matching and great compensation
- HUB reputed company training for new employees
- Financial support for licensing, industry designations, management & leadership development, and other reputed company courses, designations or programs
Company Overview