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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