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Client Care Representative - Personal Lines Retention

Remote · Sri Lanka Full-time

HUB International is a leading North American insurance brokerage that advises businesses and individuals. They are seeking a Personal Insurance Advisor for their Renewal Team to provide outstanding client service and help protect individuals' most valuable assets through proactive engagement and tailored insurance solutions.

Responsibilities

  • Proactively engage with clients prior to their policy renewals to review existing coverage, identify potential gaps, and provide tailored insurance solutions to meet their evolving needs
  • Build and nurture relationships with clients by offering exceptional service and ensuring their policies are up-to-date and accurately reflect their circumstances
  • Generate and identify cross-sell opportunities by reviewing clients’ portfolios and recommending additional products or services that add value and enhance coverage
  • Achieve retention goals and client satisfaction targets through diligent follow-up and personalized attention to renewal details
  • Stay informed and knowledgeable about Personal Lines products, ensuring the ability to provide expert advice and solutions
  • Enjoy flexibility with a hybrid role that allows for a combination of in-branch and remote work

Skills

  • Minimum 1-year Personal Insurance experience
  • Desire and proactive ability to deliver exceptional client service
  • Demonstrated ability to work in a high-volume, fast paced team environment
  • Keen eye for detail and high sense of urgency
  • Strong communication skills in both written and verbal
  • Demonstrated ability to drive sales initiatives
  • Level 2 General Insurance License is an asset, but not required
  • Industry designation would be considered an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)

Benefits

  • Extended health benefits
  • Disability insurance
  • RRSP matching
  • Paid-time-off benefits
  • Eligible bonuses
  • Commissions for some positions
  • Paid day off for your birthday
  • Paid half a day off for volunteering in your community
  • Room to grow within the organization
  • Lots of company perks, benefits, RRSP matching and great compensation
  • HUB Ready training for new employees
  • Financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs

Company Overview

  • HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services. It was founded in 1998, and is headquartered in Chicago, Illinois, USA, with a workforce of 10001+ employees. Its website is https://www.hubinternational.com.
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