Client Care Representative – Personal Lines Retention
- Kelowna, BC, Canada
The expected salary range for this position is $45,000 to $55,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. · Full-time
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Job details
- Pay
- The expected salary range for this position is $45,000 to $55,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level.
- Job type
- Full-time
- Posting language
- English
- Posted
Original job description
A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.
We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Your ambition has a home here.
The Opportunity
Are you a bright, outgoing, and people-oriented person, who is ready to make an impact? If so, this is the CAREER for you!
As a Personal Insurance Associate for our Retention Team, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your positive, friendly manner while educating clients in your excellent product knowledge in habitational, travel, and automobile insurance.
A day in the life –
- 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
What you will bring to the team –
- Minimum 1-year Personal Insurance experience
- Level 2 General Insurance License is an asset, but not required
- 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
- Industry designation would be considered an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
Salary Expectations –
The expected salary range for this position is $45,000 to $55,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization.
What we offer you
We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.
- Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
- Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
- A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
The HUB difference
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
More about this job
Responsibilities
Engage with personal insurance clients before policy renewals to review coverage, identify gaps, recommend tailored solutions, and keep policies accurate and up to date. Build client relationships, identify cross-selling opportunities, and meet retention and satisfaction targets through knowledgeable advice and diligent follow-up.
Requirements
At least one year of personal insurance experience is required; a Level 2 General Insurance License is an asset but not required. Candidates should demonstrate strong client service, communication, sales, attention to detail, urgency, and the ability to work effectively in a high-volume team environment; industry designations are an asset.
Skills
- Personal Insurance
- Client Service
- Client Relationship Building
- Insurance Product Knowledge
- Coverage Review
- Identifying Coverage Gaps
- Tailored Insurance Solutions
- Cross-Selling
- Sales
- Client Retention
- Policy Renewal Management
- Written Communication
- Verbal Communication
- Attention to Detail
- Time Management
- Teamwork
Benefits
- Extended Health Benefits
- Disability Insurance
- RRSP Matching
- Paid Time Off
- Paid Parental Leave
- Wellbeing Program
- Company-Paid Life Insurance
- Retirement Savings Matching
- Eligible Bonuses
- Commissions
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Sales
- Finance & Accounting
Keywords
- Personal Insurance
- Personal Lines
- Retention
- Habitational Insurance
- Travel Insurance
- Automobile Insurance
- General Insurance License
- Level 2 License
- Policy Renewals
- Coverage Review
- Coverage Gaps
- Cross-Selling
- Client Service
- Client Retention
- Sales Initiatives
- Client Satisfaction
- Insurance Products
- CIP
- CAIB
- CRM
- General Insurance And Risk Management Diploma
- Hybrid Work