Personal Insurance Client Care Advisor
Location
nelson, regional district of central kootenay
Job Type
Full-time
Category
Management & Operations
Posted
June 06, 2026
Join a premier North American insurance brokerage as a Personal Insurance Client Care Advisor. Focus on client retention and satisfaction around personal lines policy renewals.
This position involves proactive client engagement to assess coverage adequacy and to identify potential gaps. You'll build relationships through tailored support, ensuring policies align with client needs, and enhance satisfaction by meeting retention goals.
Key Responsibilities:
• Review policy details before client renewals
• Build and sustain client relationships through service
• Identify and recommend cross-sell solutions for clients
• Meticulously track renewal details and follow-up efforts
• Keep abreast of Personal Lines insurance developments
Requirements:
• Minimum 1 year in Personal Insurance
• Level 2 General Insurance License an asset
• High commitment to proactive client service
• Adaptable in a dynamic te...
This position involves proactive client engagement to assess coverage adequacy and to identify potential gaps. You'll build relationships through tailored support, ensuring policies align with client needs, and enhance satisfaction by meeting retention goals.
Key Responsibilities:
• Review policy details before client renewals
• Build and sustain client relationships through service
• Identify and recommend cross-sell solutions for clients
• Meticulously track renewal details and follow-up efforts
• Keep abreast of Personal Lines insurance developments
Requirements:
• Minimum 1 year in Personal Insurance
• Level 2 General Insurance License an asset
• High commitment to proactive client service
• Adaptable in a dynamic te...