Client Care Representative – Personal Lines Renewals
Core
Personal Insurance Associate supporting policy renewals for individuals, focusing on habitational, travel, and automobile insurance.
Role type
Client Care Representative (Personal Lines Renewals)
Builds
Insurance policies and tailored coverage solutions
Domain
Insurance (Personal Lines)
Deliverable
client delivery
Required skills
Personal insurance experience, product knowledge, client service, cross-selling, retention management, detail orientation, sales initiative
Preferred skills
Level 2 General Insurance License, industry designations (CIP, CAIB, CRM)
Technologies
None stated
Responsibilities
Proactively engage clients prior to policy renewals to review coverage and identify gaps, build and nurture client relationships, generate cross-sell opportunities, achieve retention and satisfaction targets, provide expert advice on personal lines products
Seniority
Junior to Mid-level, hands-on IC