Client Care Representative - Personal Lines Retention Trainee

Job description

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Summary

Are you a driven advisor who thrives on proactive client engagement, identifying coverage gaps, and meeting retention goals? If so, this is the CAREER for you!

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.

Qualifications

- 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.

What you will bring to the role

- 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)

Pay Transparency 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. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization.

What we offer you We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

- Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans

- Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance

- A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

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