Client Care Representative - Personal Insurance Associate
Core
Provide outstanding client service and advise individuals on personal insurance needs (habitational, travel, automobile) while processing renewals and achieving sales targets.
Role type
Client Care Representative / Personal Insurance Associate
Builds
Personal insurance policies and client retention
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Client service, Sales, Policy processing, Product knowledge, Detail orientation, Urgency
Preferred skills
Level 2 General Insurance License, Industry designation (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, Maintain high level of product knowledge
Seniority
Entry-level to Junior