Personal Insurance Retention Associate (Kelowna)

Personal Insurance Retention Associate (Kelowna)

08 Nov
|
019986 Hub International Canada West ULC (Canada West)
|
Kelowna

08 Nov

019986 Hub International Canada West ULC (Canada West)

Kelowna

Personal Insurance Associate with renewal expertise, client service focus, and hybrid flexibility, supporting HUB clients through coverage reviews and tailored solutions.

As part of HUB's Retention Team, you will educate clients about habitational, travel, and automobile insurance. You will review policies, identify coverage gaps, and recommend solutions as client circumstances evolve. The position suits someone with Personal Insurance experience and robust communication skills.

Key Responsibilities:

- Engage clients before policy renewals and review existing coverage
- Identify gaps and provide tailored insurance solutions
- Maintain accurate, up-to-date policies reflecting client circumstances




- Recommend additional products through portfolio reviews and cross-selling
- Achieve retention and client satisfaction targets through follow-up

Requirements:

- Minimum one year of Personal Insurance experience
- Strong written and verbal communication skills
- Ability to deliver exceptional client service proactively
- Level 2 General Insurance License considered an asset
- High attention to detail and sense of urgency

Apply Personal Insurance knowledge, renewal expertise, and client service skills as a hybrid Retention Associate with HUB International.

📌 Personal Insurance Retention Associate (Kelowna)
🏢 019986 Hub International Canada West ULC (Canada West)
📍 Kelowna

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