Client Care Representative - Personal Lines
Core
Client-facing sales role helping individuals find coverage for personal insurance needs (habitational, travel, automobile) and processing renewals.
Role type
Personal Lines Insurance Associate
Builds
Personal insurance policies for individuals
Domain
Insurance
Deliverable
client delivery
Required skills
client service, sales, product knowledge, detail orientation, urgency, written/verbal communication
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 product knowledge through continuous education
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