Dynamic Personal Insurance Advisor for Renewals and Client Service
HUB International
Job Description
Join as a Dynamic Personal Insurance Advisor, focusing on client renewals and exceptional service. This role combines remote and in-office work, allowing you to provide personalized support to clients in securing their assets.
As part of the Renewal Team, your role centers on proactive client interactions to assess their current coverage and respond to evolving needs. You will cultivate and maintain strong relationships while achieving retention targets through your attentive service. Utilize your deep product knowledge in various insurance types to identify cross-sell opportunities effectively.
Key Responsibilities:
• Review and discuss policy renewals with clients
• Identify coverage gaps and propose tailored recommendations
• Foster strong relationships through excellent service
• Meet retention goals through personalized follow-up
• Stay informed about Personal Lines insurance products
Requirements:
• Minimu...
As part of the Renewal Team, your role centers on proactive client interactions to assess their current coverage and respond to evolving needs. You will cultivate and maintain strong relationships while achieving retention targets through your attentive service. Utilize your deep product knowledge in various insurance types to identify cross-sell opportunities effectively.
Key Responsibilities:
• Review and discuss policy renewals with clients
• Identify coverage gaps and propose tailored recommendations
• Foster strong relationships through excellent service
• Meet retention goals through personalized follow-up
• Stay informed about Personal Lines insurance products
Requirements:
• Minimu...