Personal Insurance Associate: Client Care Specialist

Hub International; Nelson; On-site; CAD 45,000 - 50,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Life and disability plans

Generous PTO

Paid parental leave

Wellbeing program

Job summary

HUB International is seeking a Client Care Representative - Personal Insurance Associate in Nelson, BC. You will deliver outstanding client service, educate clients on habitational, travel, and automobile insurance, and support sales and renewals in a high-volume environment.

The role requires a minimum 1-year Personal Insurance experience, a Level 2 General Insurance License as an asset, and a proactive, detail-oriented approach.

Qualifications

• Minimum 1-year Personal Insurance experience.
• 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

• Engage with clients to understand and advise on their insurance needs to help 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.
• Maintaining a high level of knowledge in all our Personal Lines and Auto products through continuous education and learning opportunities.

Education

Level 2 General Insurance License (asset)

Job description

HUB International is seeking a Client Care Representative - Personal Insurance Associate in Nelson, BC. You will deliver outstanding client service, educate clients on habitational, travel, and automobile insurance, and support sales and renewals in a high-volume environment.

The role requires a minimum 1-year Personal Insurance experience, a Level 2 General Insurance License as an asset, and a proactive, detail-oriented approach.