Client Care Representative – Personal Lines Retention
Core
Proactively engage with clients prior to policy renewals to review coverage, identify gaps, and provide tailored insurance solutions for habitational, travel, and automobile insurance.
Role type
Client Care Representative (Personal Lines Retention)
Builds
Personal insurance policies and retention solutions for individual clients
Domain
Insurance (Personal Lines: Habitational, Travel, Automobile)
Deliverable
client delivery
Required skills
Client service, product knowledge, cross-selling, retention management, high-volume team environment, detail orientation, sales initiative
Preferred skills
Level 2 General Insurance License, CIP, CAIB, CRM, General Insurance & Risk Management Diploma
Responsibilities
Proactively engage clients before renewals to review coverage and identify gaps, build and nurture client relationships, generate cross-sell opportunities, achieve retention and satisfaction targets, stay informed on Personal Lines products
Seniority
Entry-level to Junior