Job Description
Personal Insurance Advisor – Renewal Team
Personal Insurance Advisor for our Renewal Team. You will help protect individuals' most valuable assets by providing outstanding client service and educating clients in habitational, travel, and automobile insurance.
Responsibilities
- Proactively engage with clients prior to their policy renewals to review existing coverage, identify potential gaps, and provide tailored insurance solutions.
- Build and nurture relationships with clients by offering exceptional service and ensuring their policies are current and accurately reflect their circumstances.
- Generate and identify cross‑sell opportunities by reviewing clients’ portfolios and recommending additional products or services.
- Achieve retention goals and client satisfaction targets through diligent follow‑up and personalized attention to renewal details.
- Stay informed and knowledgeable...