Client Care Representative - Personal Lines Retention

HUB International is a leading North American insurance brokerage that advises businesses and individuals. They are seeking a Personal Insurance Advisor for their Renewal Team to provide outstanding client service and help protect individuals' most valuable assets through proactive engagement and tailored insurance solutions.

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

• 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
• Level 2 General Insurance License is an asset, but not required
• Industry designation would be considered an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)

Benefits

• Extended health benefits
• Disability insurance
• RRSP matching
• Paid-time-off benefits
• Eligible bonuses
• Commissions for some positions
• Paid day off for your birthday
• Paid half a day off for volunteering in your community
• Room to grow within the organization
• Lots of company perks, benefits, RRSP matching and great compensation
• HUB Ready training for new employees
• Financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs

Company Overview