Client Care Representative – Personal Insurance Associate
Core
Provide outstanding client service and educate individuals on personal insurance products including habitational, travel, and automobile insurance.
Role type
Client Care Representative – Personal Insurance Associate
Builds
Personal insurance policies for individuals
Domain
Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Client service, product knowledge, sales drive, detail orientation, high-volume team environment adaptability
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
Junior to Mid-level, hands-on IC