Use personal insurance expertise to retain clients for HUB International in Kelowna, British Columbia, through hybrid service and renewal conversations.
As a Personal Insurance Associate on the Retention Team, you will support clients with habitational, travel, and automobile insurance. Review coverage, identify gaps, and recommend tailored solutions while maintaining accurate policies. Your work combines relationship building, cross-selling, and renewal follow-up to achieve retention and satisfaction targets.
Key Responsibilities:

Engage clients before policy renewals
Review coverage and identify potential gaps
Provide tailored personal insurance solutions
Recommend products through portfolio reviews
Follow up on renewal details
Requirements:

Minimum one year of Personal Insurance experience
Level 2 General Insurance License is an asset
Exceptional client service ability
Strong written and verbal communication skills
High-volume team environment experience
Bring personal insurance knowledge, thoughtful communication, and retention focus to HUB International’s hybrid client service team in Kelowna.

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Personal Insurance Retention Associate