Client Care Representative - Personal Lines Retention Trainee

HUB International; Chilliwack; On-site; CAD 40,000 - 50,000; Full time

Benefits offered by this job

Licensing support

Health benefits

RRSP matching

Birthday off

Volunteer day off

Bonuses and commissions

Job summary

HUB International in Canada seeks a Personal Insurance Trainee for our Retention Team. You will provide excellent client service, educate clients on habitational, travel, and auto coverage, and learn through licensing support offered by HUB.

You will proactively engage clients, review renewals, and identify cross-sell opportunities while building lasting relationships. Training is provided in a fast-paced, team-oriented environment to help you grow in personal lines.

Qualifications

• Strong communication skills in both written and verbal.
• Willingness to learn licensing and industry designations.
• Ability to work in a high-volume, fast-paced team.

Responsibilities

• Engage with clients prior to renewals to review coverage and gaps.
• Build relationships and ensure policies reflect current circumstances.
• Identify cross-sell opportunities to add value for clients.
• Achieve retention and satisfaction targets through follow-up.
• Shadow experienced advisors to learn cross-sell approaches.
• Stay informed on Personal Lines products to provide expert advice.

Skills

Strong communication

Proactive client engagement

Detail-oriented

Sales experience

High-volume team work

Education

General Insurance License

CIP/CAIB/CRM designation

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 driven advisor who thrives on proactive client engagement, identifying coverage gaps, and meeting retention goals? If so, this is the CAREER for you!

As a Personal Insurance Trainee 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.
• Shadow experienced advisors to understand cross-sell opportunities and how to recommend products that add value to clients' portfolios.
• Stay informed and knowledgeable about Personal Lines products, ensuring the ability to provide expert advice and solutions.

What You Will Bring To The Team –

• Prior insurance experience is considered an asset but not required — we will train you!
• General Insurance License is an asset but not required to be hired — we support licensing as part of your development.
• 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 $40,000.00 to $50,000.00 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?

• For those new to the insurance industry, this role offers a strong foundation with pathways to develop and advance within HUB.
• HUB can pay for your licensing and designations - your career development isn't an afterthought it's part of the plan.
• Extended health benefits, RRSP matching, paid birthday off, a team that enjoys working together and performance-based incentives for eligible roles.
• 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

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.

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.

Department Sales

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

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