Client Care Representative - Personal Lines Retention

Personal Insurance Advisor – Renewal Team

Lead client engagement for personal lines renewal across habitational, travel, and automobile insurance, ensuring clients’ coverage remains current and aligned with evolving needs in a high-volume, fast-paced environment.

Responsibilities

• Proactively engage with clients prior to 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 policies accurately reflect circumstances.
• Generate and identify cross‑sell opportunities by reviewing clients’ portfolios and recommending additional products or services that add value.
• Achieve retention goals and client‑satisfaction targets through diligent follow‑up and personalized attention to renewal details.
• Stay informed about Personal Lines products, ensuring capability to provide expert advic...