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Client Retention Specialist - Remote Opportunity
View: 157
Update day: 17-05-2024
Location: Chilliwack British Columbia
Category: Marketing / PR Sales
Industry: Insurance Financial Services
Job type: Full-time
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Job content
Hi, we’re HUB!We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.The Opportunity!Are you a bright, outgoing, people-oriented person, who has an inner love for holiday parties? If so, this is the CAREER for you!As a Client Retention Specialist , your main focus and priority will be on maintaining and retaining your assigned book of business however some help with new business may be required. 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. Your priority will be proactively calling to discuss renewals and providing remarket quote options where necessary.A day in the life –- Engage with clients to understand and advise on their insurance needs to help develop the best coverage needed in all things Personal Insurance (habitational, travel, automobile)
- Follow-up regularly on sales leads and referral prospects
- Process and conduct renewals and ensure policies are processed and issued accurately in a timely manner
- Achieve sales and retention goals and targets
- Maintaining a high level of knowledge in all our Personal Lines and Auto products through continuous education and learning opportunities
- Minimum 1-year Personal Insurance experience managing a book of business
- Level 2 General Insurance License or willing to obtain one within 3 months
- 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)
- Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together!
- We work hard and play hard! Get ready for our Staff Holiday Parties!!
- Paid day off for your birthday – we want to celebrate you!
- Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities
- Room to grow within the organization
- Lots of company perks, benefits, RRSP matching and great compensation
- Entrepreneurship: We encourage innovation and educated risk-taking.
- Integrity: We do the right thing every time.
- Teamwork: We work together to maximize results.
- Accountability: We measure and take responsibility for outcomes.
- Service: We serve customers, communities and colleagues.
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Deadline: 01-07-2024
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