Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Personal Insurance Advisor for HUB International's Renewal Team providing tailored insurance solutions. Engaging with clients to review and renew their policies, achieving satisfaction targets and sales goals.
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.
Requirements
- Minimum 1-year Personal Insurance experience
- Level 2 General Insurance License is an asset, but not required
- 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
- 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
- bonuses and commissions for some positions
- paid day off for your birthday
- paid half a day off for volunteering in your community
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