Client Care Representative – Personal Lines Renewals

HUB International; Mackenzie; Hybrid; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Extended health benefits

Disability insurance

RRSP matching

Paid-time-off benefits

Eligible bonuses and commissions

Job summary

HUB International is seeking a Personal Insurance Advisor to join their Renewal Team in Mackenzie, British Columbia. The role entails proactively engaging clients before policy renewals to assess coverage, enhance client relationships, and achieve retention goals. Ideal candidates should have at least one year of personal insurance experience and strong communication skills.

This hybrid position offers flexibility in work arrangements while providing great benefits like extended health insurance, RRSP matching, and potential bonuses.

Qualifications

• Minimum 1 year of Personal Insurance experience.
• High sense of urgency and ability to work in a fast-paced team environment.
• Demonstrated ability to deliver exceptional client service.

Responsibilities

• Engage with clients prior to policy renewals to review coverage and provide solutions.
• Nurture client relationships and ensure policies reflect their circumstances.
• Identify cross-sell opportunities by reviewing clients’ portfolios.

Skills

Client service delivery

Attention to detail

Strong communication

Sales initiative

Job description

Personal Insurance Advisor for our Renewal Team

Responsibilities

• Proactively engage with clients prior to their policy renewals to review existing coverage, identify potential gaps, and provide tailored insurance solutions to meet their evolving needs.
• Build and nurture relationships with clients by offering exceptional service and ensuring their policies are up-to-date and accurately reflect their circumstances.
• Generate and identify cross-sell opportunities by reviewing clients’ portfolios and recommending additional products or services that add value and enhance coverage.
• Achieve retention goals and client satisfaction targets through diligent follow-up and personalized attention to renewal details.
• Stay informed and knowledgeable about Personal Lines products, ensuring the ability to provide expert advice and solutions.
• Enjoy flexibility with a hybrid role that allows for a combination of in-branch and remote work.

Qualifications

• Minimum 1 year of 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 and Benefits

The expected salary range for this position is $45,000 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 offers 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.

Location & Travel

Department: Sales. Required Experience: Less than 1 year of relevant experience. Required Travel: No Travel Required.

Employment offer contingent upon completion of a successful background check.