Client Care Representative - Personal Insurance Associate
Core
Provide client service and sales support for personal insurance products (habitational, travel, automobile) to individuals and families.
Role type
Client Care Representative / Personal Insurance Associate
Builds
Personal insurance policies and client retention
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Client service, sales initiatives, product knowledge (habitational, travel, automobile), high-volume team environment, attention to detail
Preferred skills
Level 2 General Insurance License, industry designations (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
Responsibilities
Engage with clients to understand and advise on insurance needs, follow up on sales leads and referral prospects, process renewals and issue policies accurately, achieve sales and retention goals, maintain product knowledge through continuous education
Seniority
Entry-level to Junior