Client Care Representative - Personal Insurance Associate
$45,000–$55,000 year
On-siteNanaimo, British Columbia, Canada
Nanaimo, British Columbia, CanadaOn-siteFull Time$45,000–$55,000 yearEntry LevelLarge
Full TimeEntry LevelLarge
Job Summary
Engage with clients to understand and advise on their personal insurance needs, covering habitational, travel, and automobile coverage. Follow up regularly on sales leads and referral prospects while processing renewals to ensure policies are issued accurately and timely. Achieve sales and retention targets by delivering exceptional client service through continuous education on Personal Lines and Auto products. Maintain a high level of knowledge in all personal insurance offerings through ongoing learning opportunities.
Required Qualifications
- 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
- 1-2 years of relevant experience
Desired Qualifications
- 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)
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