Insurance Sales and Client Care Specialist
Location
merritt, thompson nicola regional district
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
Become an essential part of a leading insurance brokerage as an Insurance Sales and Client Care Specialist. Assist clients in navigating their habitational, travel, and automobile insurance options.
In this role, you will engage with clients to understand their insurance needs thoroughly and assist with renewals. You are expected to proactively follow up on leads while striving to meet sales goals. Continuous education is key to keeping your product knowledge sharp and relevant.
Key Responsibilities:
• Engage clients for personalized insurance consultations
• Process renewals with accuracy, ensuring timely delivery
• Follow up on leads and referral prospects regularly
• Achieve defined retention and sales targets
• Commit to ongoing education in insurance products
Requirements:
• At least 1 year of experience in personal insurance
• General Insurance License considered an asset
• Strong customer service mindset and skills
• Excellent attention to det...
In this role, you will engage with clients to understand their insurance needs thoroughly and assist with renewals. You are expected to proactively follow up on leads while striving to meet sales goals. Continuous education is key to keeping your product knowledge sharp and relevant.
Key Responsibilities:
• Engage clients for personalized insurance consultations
• Process renewals with accuracy, ensuring timely delivery
• Follow up on leads and referral prospects regularly
• Achieve defined retention and sales targets
• Commit to ongoing education in insurance products
Requirements:
• At least 1 year of experience in personal insurance
• General Insurance License considered an asset
• Strong customer service mindset and skills
• Excellent attention to det...