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HUB International

Global insurance brokerage and risk management

Client Care Representative - Personal Lines Retention Trainee

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeChilliwack, BC, CanadaIn-person

About the Job

Requirements

  • Prior insurance experience is an asset but is not required; training is provided.
  • A General Insurance License is an asset but is not required to be hired; licensing support is provided.
  • The candidate must demonstrate the ability to deliver client service.
  • The candidate must be able to work in a high-volume, fast-paced team environment.
  • The candidate must have attention to detail and a sense of urgency.
  • The candidate must have written and verbal communication skills.
  • The candidate must demonstrate the ability to drive sales initiatives.

Responsibilities

  • Proactively engage with clients before policy renewals to review existing coverage, identify potential gaps, and provide tailored insurance solutions.
  • Build and nurture client relationships by providing service and ensuring policies are up to date and accurately reflect clients’ circumstances.
  • Review clients’ portfolios to identify and generate cross-sell opportunities, recommending additional products or services that add value and enhance coverage.
  • Achieve retention goals and client satisfaction targets through follow-up and personalized attention to renewal details.
  • Shadow experienced advisors to understand cross-sell opportunities and how to recommend products that add value to clients’ portfolios.
  • Stay informed about Personal Lines products to provide advice and solutions.
  • Provide client service and educate clients on habitational, travel, and automobile insurance.

Desired Qualifications

  • An industry designation such as CIP, CAIB, CRM, or a General Insurance and Risk Management Diploma.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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