Client Care Representative - Personal Insurance Associate
On-site · Canada
Core
Provide outstanding client service and advise individuals on personal insurance needs including habitational, travel, and automobile insurance.
Role type
Client Care Representative / Personal Insurance Associate
Builds
Personal insurance policies for individuals
Domain
Insurance
Required skills
Client service, product knowledge, sales drive, detail orientation, high-volume team environment adaptability
Preferred skills
General Insurance License (Level 2), industry designations (CIP, CAIB, CRM)
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
Junior to Mid-level, 1-2 years experience