Client Care Representative - Personal Lines
Core
Help individuals find the right coverage for personal insurance needs (habitational, travel, automobile) and protect their valuable assets.
Role type
Client-facing sales advisor (Personal Lines Insurance)
Builds
Tailored insurance policies and coverage solutions for individuals
Domain
Insurance brokerage / Personal Lines
Required skills
Client service, sales initiatives, product knowledge (habitational, travel, automobile), lead follow-up, policy processing, goal achievement
Preferred skills
Level 2 General Insurance License, industry designations (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
Technologies
CRM systems, policy administration software
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, maintain high level of product knowledge
Seniority
Entry-level to Junior