Support clients as a Client Care Representative specializing in insurance renewals. Engage in habitational, travel, and automobile insurance to ensure clients' coverage evolves and remains current.
This position seeks individuals with at least one year of personal insurance experience, thriving in a fast-paced environment. Your role involves proactive engagement to review coverage, build client relationships, and drive client satisfaction and retention initiatives. The position is hybrid, with both in-branch and remote work options available.
Key Responsibilities:
• Engage with clients before policy renewals
• Identify potential coverage gaps and solutions
• Generate cross-sell opportunities by reviewing portfolios
• Follow up diligently to retain clients and ensure satisfaction
• Maintain expertise in Personal Lines products
Requirements:
• At least one year of personal insurance experience
• Level 2 General Insurance License preferred
• Exceptional cl...