Client Care Representative – Personal Insurance Associate

HUB International; Salmon Arm; On-site; CAD 46,000 - 50,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Paid time off

Bonuses/commissions

Staff holiday parties

Job summary

HUB International is seeking a Personal Insurance Associate to help protect individuals' assets and advise on habitational, travel, and automobile insurance. You’ll deliver outstanding client service with a friendly, proactive approach and expand product knowledge.

A day in the life includes engaging with clients, following up on leads, processing renewals, meeting sales and retention goals, and maintaining knowledge of Personal Lines and Auto products through ongoing education.

Qualifications

• Minimum 1 year Personal Insurance experience.
• Level 2 General Insurance License is an asset but not required.
• Strong client service orientation and communication skills.
• Ability to work in a high-volume, fast-paced team.
• Attention to detail and sense of urgency.
• Desire to drive sales initiatives and meet retention goals.

Responsibilities

• Engage clients to understand insurance needs and advise on Personal Insurance.
• Follow up on sales leads and referrals.
• Process renewals and ensure policies are issued accurately and on time.
• Help achieve sales and retention targets.
• Maintain knowledge of Personal Lines and Auto products through ongoing education.

Education

Industry designation asset (CIP/CAIB/CRM)

Job description

Hi, we’re HUB! We are a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

Are you a bright, outgoing, people-oriented person, who has an inner love for holiday parties? If so, this is the CAREER for you! As a Personal Insurance Associate, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner while educating clients in your excellent product knowledge in habitational, travel, and automobile insurance.

A day in the life –

• Engage with clients to understand and advise on their insurance needs to help develop the best coverage needed in all things Personal Insurance (habitational, travel, automobile)
• Follow-up regularly on sales leads and referral prospects
• Process and conduct renewals and ensure policies are processed and issued accurately in a timely manner
• Achieve sales and retention goals and targets
• Maintaining a high level of knowledge in all our Personal Lines and Auto products through continuous education and learning opportunities

What you will bring to the team –

• 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)

Salary Expectations –

The expected salary range for this position is $46,000 to $50,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Why Join HUB?

Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together! We work hard and play hard! Get ready for our Staff Holiday Parties!! Paid day off for your birthday – we want to celebrate you! Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities Room to grow within the organization Lots of company perks, benefits, RRSP matching and great compensation Your future with HUB – Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement. At HUB, we value education and continuous learning, and we will assist you along your career development path. We provide HUB Ready training for new employees, as well as financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs.

What makes us different than all the rest?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve customers, communities and colleagues.

The employment offer is contingent upon completion of a successful background check.

Department Sales

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.