Client Care Representative - Personal Insurance Associate
Core
Provide client service and sales support for personal insurance products including habitational, travel, and automobile insurance.
Role type
Client Care Representative / Personal Insurance Associate
Builds
Personal insurance policies and client service interactions
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
client service, sales initiatives, product knowledge, high-volume team environment, attention to detail, urgency
Preferred skills
Level 2 General Insurance License, industry designations (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
Technologies
None stated
Responsibilities
Engage with clients to understand and advise on insurance needs, follow up on sales leads and referral prospects, process and conduct renewals, achieve sales and retention goals
Seniority
Entry-level to Junior (1+ years experience)
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