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Client Care Representative

5 months ago

Victoria, Canada HUB International Full time

Hi, we’re HUB We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy - so you’re ready for tomorrow.

What makes us different than all the rest?

**Our Vision**: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.

**Our Mission**: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

**Our Core Values**:
**Entrepreneurship**: We encourage innovation and educated risk-taking.

**Integrity**: We do the right thing every time.

**Teamwork**: We work together to maximize results.

**Accountability**: We measure and take responsibility for outcomes.

**Service**: We serve customers, communities and colleagues.

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.

We believe in our people - they are the best in the industry We encourage and support each other and want to see our people grow. With this, we have implemented many leadership development programs and support career advancement If you are a lifelong learner looking for an advancing and rewarding career, please read further to see what this job entails.

**The Role**: Personal Insurance Advisor

Summary of Position

Through this role, 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.

\#LI-POST

Department Sales

**Required Experience**: 1-2 years of relevant experience

**Required Travel**: No Travel Required

**Required Education**: High school or equivalent

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International