Client Care Representative - Personal Insurance Associate
Core
Provide outstanding client service and educate clients on personal insurance products (habitational, travel, automobile) while processing renewals and issuing policies.
Role type
Client Care Representative - Personal Insurance Associate
Builds
Personal insurance policies and coverage solutions for individuals
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Client service, product knowledge, sales drive, detail orientation, high-volume 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, maintain high level of product knowledge through continuous education
Seniority
Entry-level to Junior