Client Care Representative – Personal Lines Renewals

Job summary

Proactively engage with clients to review policy renewals, identify coverage gaps, and provide tailored insurance solutions. Focus on achieving retention goals and identifying cross-sell opportunities to enhance client portfolios.

Job details

Proactively engage with clients to review policy renewals, identify coverage gaps, and provide tailored insurance solutions. Focus on achieving retention goals and identifying cross-sell opportunities to enhance client portfolios. Requires a minimum of 1 year of personal insurance experience and strong communication skills. A Level 2 General Insurance License or industry designations like CIP or CAIB are considered assets.

What you’ll do

Proactively engage with clients to review policy renewals, identify coverage gaps, and provide tailored insurance solutions. Focus on achieving retention goals and identifying cross-sell opportunities to enhance client portfolios.

Requirements

Requires a minimum of 1 year of personal insurance experience and strong communication skills. A Level 2 General Insurance License or industry designations like CIP or CAIB are considered assets.

Benefits

• Extended Health Benefits
• Disability Insurance
• RRSP Matching
• Paid Time Off
• Bonuses
• Commissions
• Paid Birthday Off
• Paid Volunteering Time

Listed skills

• Customer service · Preferred
• written communication · Preferred
• Attention to detail · Preferred
• Time management · Preferred
• Product Knowledge · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Service
• Personal Insurance
• Cross-selling
• Relationship Management
• Written Communication
• Verbal Communication
• Sales Initiatives
• Attention To Detail
• Time Management
• Product Knowledge

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting

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