Client Care Representative – Personal Lines Renewals

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

Benefits offered by this job

Extended health benefits

Disability insurance

RRSP matching

Paid time off

Bonuses

Commissions

Job summary

HUB International in Victoria, Canada is seeking a Personal Insurance Associate for our Renewal Team. You will deliver outstanding client service, educate clients on habitational, travel, and automobile insurance, and help protect their valued assets with tailored solutions.

Aiming to review policies before renewals, identify gaps, and build lasting relationships, you will also explore cross-sell opportunities to enhance coverage, drive retention, and meet service targets.

Qualifications

• 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).

Responsibilities

• Proactively engage with clients prior to policy renewals to review existing coverage and identify gaps.
• Educate clients on habitational, travel, and automobile insurance and provide tailored solutions.
• Review portfolios to identify cross-sell opportunities and enhance coverage.
• Ensure policies reflect client circumstances and support retention goals through follow-up.

Skills

Personal Insurance

Customer Service

Sales

Communication Skills

Education

Level 2 General Insurance License

Industry designations (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, and people-oriented person, who is ready to make an impact? If so, this is the CAREER for you! As a Personal Insurance Associate for our Renewal Team, 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 – 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.

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 $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 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.

• extended health benefits
• disability insurance
• RRSP matching
• paid-time-off benefits
• eligible bonuses
• 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! 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.

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

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. #LI-POST #LI-onsite Department Sales Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. 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. For more information, please visit hubinternational.com.