Client Care Representative - Personal Insurance Associate

Job summary

The associate will engage with clients to advise on habitational, travel, and automobile insurance needs while managing sales leads and renewals. They are responsible for ensuring accurate policy issuance and achieving established sales and retention targets.

Job details

The associate will engage with clients to advise on habitational, travel, and automobile insurance needs while managing sales leads and renewals. They are responsible for ensuring accurate policy issuance and achieving established sales and retention targets. Candidates must have at least one year of personal insurance experience and strong communication skills. A Level 2 General Insurance License and relevant industry designations are considered assets for this role.

What you’ll do

The associate will engage with clients to advise on habitational, travel, and automobile insurance needs while managing sales leads and renewals. They are responsible for ensuring accurate policy issuance and achieving established sales and retention targets.

Requirements

Candidates must have at least one year of personal insurance experience and strong communication skills. A Level 2 General Insurance License and relevant industry designations are considered assets for this role.

Benefits

• Extended health benefits
• Disability insurance
• RRSP matching
• Paid time off
• Bonuses
• Commissions
• Paid birthday off
• Paid volunteer time

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Attention to detail · Preferred
• Sales · Preferred
• Communication Skills · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client service
• Insurance product knowledge
• Sales
• Lead follow-up
• Policy processing
• Communication skills
• Attention to detail
• Time management
• Relationship building

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting

More jobs from HUB International