Client Care Representative – Personal Lines

HUB International; Trail; On-site; CAD 50,000 - 55,000; Full time

Job summary

A leading insurance brokerage in Canada is seeking a Personal Insurance Advisor. In this role, you'll help clients protect their valuable assets in habitational, travel, and automobile insurance. You will engage with clients, provide exceptional service, and drive sales initiatives. Candidates should have a minimum of 1 year of personal insurance experience and strong communication skills. Join a dynamic team with comprehensive benefits and opportunities for growth.

Benefits

Comprehensive health benefits

Disability insurance

RRSP matching

Paid-time-off benefits

Birthday paid day off

Paid half-day off for volunteering

Qualifications

• Minimum 1-year Personal Insurance experience.
• Demonstrated ability to work in a high-volume, fast-paced team environment.
• Keen eye for detail and high sense of urgency.

Responsibilities

• Engage with clients to understand and advise on their insurance needs.
• Follow up regularly on sales leads and referral prospects.
• Achieve sales and retention goals and targets.

Skills

Exceptional client service

Strong communication skills

Ability to drive sales initiatives

Education

Level 2 General Insurance License

Industry designations (CIP, CAIB, etc.)

Job description

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 Advisor, 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.

Responsibilities

• Engage with clients to understand and advise on their insurance needs to 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
• Maintain a high level of knowledge in all 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 & Benefits

The expected salary range for this position is $50,000 to $55,000 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. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization.

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.

Our Vision, Mission & Values

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.

If you value what we value, and like the perks along the way – Apply TODAY!

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

HUB is a company where your contributions will make a difference. We invite you to learn more about our team at www.hubinternational.com. If you require any accommodations during the hiring process, please reach out to [e-mail] to request this. Only candidates selected for an interview will be contacted.

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Department Sales Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required

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