Client Care Representative – Personal Lines Renewals
Core
Provide outstanding client service and review existing coverage for individuals to identify gaps and recommend tailored insurance solutions for habitational, travel, and automobile insurance.
Role type
Client Care Representative (Personal Lines Renewals)
Builds
Personal insurance policies and tailored coverage solutions
Domain
Insurance (Personal Lines)
Deliverable
client delivery
Required skills
Client service, product knowledge, 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 with clients prior to policy renewals to review coverage and identify gaps; Build and nurture client relationships; Generate cross-sell opportunities; Achieve retention goals; Stay informed about Personal Lines products
Seniority
Junior to Mid-level, hands-on IC