We are a leading North American insurance brokerage that advises businesses and individuals on risk, insurance, employee benefits, retirement, and wealth management.

Responsibilities

• 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.
• Stay informed and knowledgeable about Personal Lines products, ensuring...