Client Care Representative – Personal Lines Renewals

Personal Insurance Advisor for our Renewal Team

Responsibilities

• 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 ...