Use personal insurance expertise to retain clients for HUB International in Kelowna, British Columbia, through hybrid service and renewal conversations.

As a Personal Insurance Associate on the Retention Team, you will support clients with habitational, travel, and automobile insurance. Review coverage, identify gaps, and recommend tailored solutions while maintaining accurate policies. Your work combines relationship building, cross-selling, and renewal follow-up to achieve retention and satisfaction targets.

Key Responsibilities:

- Engage clients before policy renewals
- Review coverage and identify potential gaps
- Provide tailored personal insurance solutions
- Recommend products through portfolio reviews
- Follow up on renewal details

Requirements:

- Minimum one year of Personal Insurance experience
- Level 2 General Insurance License is an asset
- Exceptional client service ability
- Strong written and verbal communication skills
- High-volume team workplace experience

Bring personal insurance knowledge, thoughtful communication, and retention focus to HUB International’s hybrid client service team in Kelowna.

📌 Personal Insurance Retention Associate (Kelowna)
🏢 HUB International
📍 Kelowna