Client Care Representative - Insurance Policies
HUB International • castlegar, Canada
Role Description
Elevate client interactions in our Renewal Team as a Client Care Representative specializing in personal insurance policies. Deliver personalized solutions to enhance client satisfaction and retention.
In this dynamic role, you will proactively engage clients concerning their policy renewals, review existing coverage, and identify gaps in their insurance plans. Establish meaningful client relationships as you recommend tailored insurance products and ensure their needs are met. In addition, your follow-up will be key to achieving sales initiatives and service excellence.
Key Responsibilities:
• Proactively reach out for policy renewals and reviews
• Provide personalized coverage recommendations
• Strengthen client relationships through effective service
• Meet retention and client satisfaction goals through diligence
• Keep abreast of developments in Personal Lines insurance
Requirements:
• At least 1 year of relevant insurance experience
• Strong desire t...
In this dynamic role, you will proactively engage clients concerning their policy renewals, review existing coverage, and identify gaps in their insurance plans. Establish meaningful client relationships as you recommend tailored insurance products and ensure their needs are met. In addition, your follow-up will be key to achieving sales initiatives and service excellence.
Key Responsibilities:
• Proactively reach out for policy renewals and reviews
• Provide personalized coverage recommendations
• Strengthen client relationships through effective service
• Meet retention and client satisfaction goals through diligence
• Keep abreast of developments in Personal Lines insurance
Requirements:
• At least 1 year of relevant insurance experience
• Strong desire t...