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
Required skills
proactive client engagement, product knowledge, relationship building, cross-selling, retention management, high-volume work, attention to detail, sales initiative
Preferred skills
Level 2 General Insurance License, industry designations (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
Technologies
None stated
Responsibilities
Proactively engage with clients prior to renewals to review coverage and identify gaps; Build and nurture client relationships; Generate cross-sell opportunities by reviewing portfolios; Achieve retention and satisfaction targets; Stay informed about Personal Lines products
Seniority
Junior to Mid-level, individual contributor