Client Care Representative - Personal Lines Retention Trainee

Hi, we’re HUB! We are a leading North American insurance brokerage that advises 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.

As a Personal Insurance Trainee for our Retention Team
, you will help protect individuals most valuable assets. 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.

• Proactively engage with clients prior to their policy renewals to review existing coverage, identify potential gaps, and provide tailored insurance solutions to meet their evolving needs.
• Build and nurture relationships with clients by offering exceptional service and ensuring their policies are up-to-date and accurately reflect their circumstances.
• Generate and identify cross-sell opportunities by reviewing clients’ portfolios and recommending additional products or services that add value and enhance coverage.
• Achieve retention goals and client satisfaction targets through diligent 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 and knowledgeable about Personal Lines products, ensuring the ability to provide expert advice and solutions.

• Prior insurance experience is considered an asset but not required — we will train you!
• General Insurance License is an asset but not required to be hired — we support licensing as part of your development.
• 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)

The expected salary range for this position is $40,000.00 to $50,000.00 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

• For those new to the insurance industry, this role offers a strong foundation with pathways to develop and advance within HUB.
• HUB can pay for your licensing and designations - your career development isn't an afterthought it's part of the plan.
• Extended health benefits, RRSP matching, paid birthday off, a team that enjoys working together and performance-based incentives for eligible roles.
• 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

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial…