Canada

Client Care Representative for Insurance Renewals (Trail)

Client Care Representative for Insurance Renewals (Trail)
Description
Become a Client Care Representative in our Renewal Team, providing exemplary service in personal insurance for habitational, travel, and automobile needs. Your role will focus on proactive client engagement and policy management for optimal coverage. In this client-facing position, you will utilize your personal insurance knowledge to engage with clients before their renewals, ensuring their needs are met and gaps are identified. Building strong relationships will be paramount as you assist clients with tailored insurance solutions to enhance satisfaction and retention. Key Responsibilities: • Proactively engage clients before policy renewal dates • Ensure policy accuracy and assess coverage gaps • Generate cross-sell opportunities through portfolio reviews • Meet retention and satisfaction goals through diligent follow-up • Advise on Personal Lines products with expertise Requirements: • Minimum of 1 year of Personal Insurance experience • Desire to deliver exceptional client service • Demonstrated sales initiative and communication skills • Experience in a rapid-paced team environment • Relevant industry designations preferred Your dedication to client care will safeguard valuable assets. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pet9b
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Client Care Representative for Insurance Renewals (Trail) has been posted in the Penticton Accounting, Financing & Banking category on Locanto.

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