Client Retention Specialist

2 weeks ago

Chilliwack, 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.

The Opportunity

Are you a bright, outgoing, people-oriented person, who has an inner love for holiday parties? If so, this is the CAREER for you

As a Client Retention Specialist, your main focus and priority will be on maintaining and retaining your assigned book of business however some help with new business may be required. In this role, you will provide outstanding client service through your positive, friendly manner while educating clients in your excellent product knowledge in habitational, travel, and automobile insurance. Your priority will be proactively calling to discuss renewals and providing remarket quote options where necessary.

A day in the life
- Engage with clients to understand and advise on their insurance needs to help develop the best coverage needed in all things Personal Insurance (habitational, travel, automobile)

Follow-up regularly on sales leads and referral prospects

Process and conduct renewals and ensure policies are processed and issued accurately in a timely manner

Achieve sales and retention goals and targets

Maintaining a high level of knowledge in all our Personal Lines and Auto products through continuous education and learning opportunities

What you will bring to our team
- Minimum 1-year Personal Insurance experience managing a book of business

Level 2 General Insurance License or willing to obtain one within 3 months

Desire and proactive ability to deliver exceptional client service

Demonstrated ability to work in a high-volume, fast paced team environment

Keen eye for detail and high sense of urgency

Strong communication skills in both written and verbal

Demonstrated ability to drive sales initiatives

Industry designation would be considered an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)

Why Join HUB?

Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together

We work hard and play hard Get ready for our Staff Holiday Parties

Paid day off for your birthday - we want to celebrate you

Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities

Room to grow within the organization

Lots of company perks, benefits, RRSP matching and great compensation

Your future with HUB
- Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.

At HUB, we value education and continuous learning, and are excited to assist you along your career development path. We will provide you with the tools and resources to go through the HUB Ready Commercial Lines Training Path. This training focuses on the Commercial Lines Operational Procedures & Guidelines including the HUB Canada West Minimum Requirements & HUB Broker Standards. The HUB Ready Program was implemented to provide all new hires and existing staff with training and support on the Operational Process & Procedures for Commercial Lines.

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.

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 t

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