Client Care Representative - Personal Lines Retention

Hub International; Kelowna; Hybrid; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Life and disability plans

Paid time off

Parental leave

Wellbeing program

Job summary

HUB International in Canada is seeking a Personal Insurance Associate for our Retention Team. You will deliver outstanding client service, educate clients on habitational, travel, and auto insurance, and help protect their valuable assets.

This hybrid role offers in-branch and remote work, with a salary range of $45,000 to $55,000 CAD, plus benefits, RRSP matching, and opportunities to grow through structured training and licensing support.

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 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

Skills

Client service

Cross-selling

Sales initiatives

Communication skills

Attention to detail

High-volume environment

Education

Level 2 General Insurance License (asset)

Insurance industry designation (asset)

Job description

The Opportunity

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another's success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

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 Retention 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. 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.

What we offer you

We invest in your growth. HUB offers structured training, licensing support , and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

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 HUBRecruiting@hubinternat