Client Care Representative - Personal Lines Renewals
Core
Proactively engage with clients prior to policy renewals to review coverage, identify gaps, and provide tailored insurance solutions for individuals.
Role type
Personal Lines Insurance Associate (Renewals)
Builds
Personal insurance policies (habitational, travel, automobile) for individual clients
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
proactive client engagement, product knowledge, retention goal achievement, cross-selling, high-volume team environment adaptability, attention to detail, sales initiative drive
Preferred skills
Level 2 General Insurance License, industry designations (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
Responsibilities
Review existing coverage and identify potential gaps before renewals, build and nurture client relationships, generate cross-sell opportunities by reviewing client portfolios, achieve retention and client satisfaction targets, provide expert advice on personal lines products
Seniority
Entry-level to Junior (1+ years experience)