Personal Insurance Associate – Renewal Team

We are a leading North American insurance brokerage dedicated to advising clients on risk, insurance, employee benefits, retirement and wealth management. This role protects individuals’ most valuable assets by delivering personalized insurance solutions and maintaining strong client relationships.

Responsibilities

• Proactively engage with clients before policy renewals to review coverage, identify potential gaps, and provide tailored insurance solutions.
• Build and nurture relationships through exceptional service, ensuring policies are current and accurately reflect clients’ circumstances.
• Generate cross-sell opportunities by reviewing portfolios and recommending additional products or services that enhance coverage.
• Achieve retention goals and client satisfaction targets through diligent follow-up and personalized attention to renewal details.
• Stay informed and k...