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Client Care Representative - Personal Lines (Kamloops - Columbia)

Job Summary
  • Brokerage Name:
    HUB International Barton Insurance Brokers
  • Approximate Salary: Negotiable
  • Region: Thompson/Okanagan
  • Location: 198-945 W Columbia St, Kamloops, BC
  • Country:
  • Category: Personal Lines Representative
  • Position Type: Full-Time
  • Experience Level:
  • Education Level: Level One Licensee
  • Advertised: 10-05-2022
  • Closing Date: 09-07-2022
  • Job ID: 6584
  • Click here to find more jobs posted by this employer
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The Opportunity!

As an Personal Insurance Advisor, you will be serving clients in all of their personal insurance needs. Your primary focus will be on sales and service of new and renewal habitational, travel, and automobile insurance. You will be intended to maintain a high level of client focus and experience.

 

Responsibilities

Depending on branch needs, responsibilities may include the following:

  • Sales and service of all types of Personal Insurance (habitational, travel, automobile)

  • Follow through on leads assigned to the retail branch & generate leads for other divisions

  • Contact clients on renewal and ensure policies are processed and issued accurately and in a timely manner

  • Accounts receivable management

  • Update client information as changes occur and provide policy and coverage advice to clients upon request or inquiry

  • Ensure that all processing and administrative responsibilities are completed accurately, and that the client’s needs are served with an appropriate sense of urgency

  • Handle and resolve client concerns in a positive proactive fashion

  • Achieving sales and retention goals

  • Maintaining a high level of knowledge in all of our Personal Lines and Auto products, our systems and procedures, and competitors’ products

  • Committed to remaining connected to HUB International in the bigger picture and understanding the mission, values and goals of HUB

  • Ensure compliance with all insurance company, Insurance Council of BC, and Privacy Act rules and regulations

  • Other duties and responsibilities as assigned and needed

 

Qualifications

  • Level 2 General Insurance License, or willing to obtain

  • Minimum 1 year Personal Insurance experience

  • Demonstrated abilities in providing exceptional client service

  • Strong communication skills (verbal & written)

  • Sales initiative and drive

  • Experience underwriting and binding in-house habitational insurance product an asset

  • Industry designation an asset, but is not required (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)

 

The employment offer is contingent upon completion of a successful background check.

 

Why Join HUB?

  • An exceptional and welcoming company culture.

  • Excellent compensation, benefits, RRSP match and company perks.

  • Paid educational training and vast learning opportunities.

  • Room for advancement and growth within the organization.

  • A company that gives back and is active in the community.

 

Would you like to know more about this opportunity and others? We invite you to learn more about our team at www.hubinternational.com.

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