Client Care Representative - Personal Lines Retention Trainee
Core
Personal Lines Retention Trainee providing client service, identifying coverage gaps, and recommending tailored insurance solutions for habitational, travel, and automobile insurance.
Role type
Trainee, client-facing sales and retention specialist
Builds
Personal insurance policies and retention strategies for individual clients
Domain
Insurance (Personal Lines)
Required skills
proactive client engagement, product knowledge, relationship building, cross-selling, retention goal achievement, high-volume team environment adaptability, attention to detail, sales initiative drive
Preferred skills
prior insurance experience, General Insurance License, industry designations (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
Responsibilities
Proactively engage with clients prior to policy renewals to review coverage and identify gaps; Build and nurture client relationships to ensure policies are up-to-date; Generate cross-sell opportunities by reviewing client portfolios; Achieve retention goals and client satisfaction targets; Shadow experienced advisors to learn product recommendations; Stay informed about Personal Lines products to provide expert advice
Seniority
Entry-level / Trainee