Client Care Representative – Personal Lines Renewals

Posted 2 weeks ago

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About the role

  • Personal Lines Renewals Representative serving clients at HUB, a North American insurance brokerage. Reviewing coverage, renewing policies, and identifying cross-sell opportunities.

Responsibilities

  • Proactively engage with clients prior to policy renewals to review existing coverage, identify potential gaps, and provide tailored insurance solutions
  • Build and nurture client relationships through exceptional service
  • Ensure policies are up-to-date and accurately reflect clients’ circumstances
  • Generate and identify cross-sell opportunities by reviewing client portfolios and recommending additional products or services
  • Achieve retention goals and client satisfaction targets through follow-up and personalized attention to renewal details
  • Stay informed about Personal Lines products and provide expert advice and solutions
  • Provide client service and educate clients on habitational, travel, and automobile insurance
  • Work in a hybrid arrangement combining in-branch and remote work

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)
  • Successful background check required
  • No travel required

Benefits

  • Comprehensive benefit and total compensation packages
  • Extended health benefits
  • Disability insurance
  • RRSP matching
  • Paid time-off benefits
  • Eligible bonuses and commissions for some positions
  • Paid day off for your birthday
  • Paid half a day off for volunteering in your community
  • Company perks
  • Room to grow within the organization
  • HUB Ready training for new employees
  • Financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs
  • Career advancement opportunities

Job type

Full Time

Experience level

Junior

Salary

CA$45,000 - CA$55,000 per year

Degree requirement

No Education Requirement

Location requirements

HybridVictoriaCanada

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