Renewals Specialist (Personal Lines Insurance)
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Renewals Specialist (Personal Lines Insurance) based in Canada.
This role offers the opportunity to support customers through their insurance renewal journey while delivering expert advice and personalized service.
You will help clients make informed decisions by reviewing policies, identifying opportunities, and ensuring their coverage continues to meet their needs.
The position combines customer relationship management, insurance expertise, problem-solving, and operational excellence.
Working within a fast-growing digital insurance environment, you will collaborate with clients, insurers, and internal teams to deliver exceptional experiences.
This is an ideal opportunity for a motivated insurance professional who enjoys building relationships and contributing to customer success.
If you are looking to grow your career in a dynamic environment where your expertise can make a real impact, this role provides an exciting opportunity.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Renewals Specialist (Personal Lines Insurance) based in Canada.
This role offers the opportunity to support customers through their insurance renewal journey while delivering expert advice and personalized service.
You will help clients make informed decisions by reviewing policies, identifying opportunities, and ensuring their coverage continues to meet their needs.
The position combines customer relationship management, insurance expertise, problem-solving, and operational excellence.
Working within a fast-growing digital insurance environment, you will collaborate with clients, insurers, and internal teams to deliver exceptional experiences.
This is an ideal opportunity for a motivated insurance professional who enjoys building relationships and contributing to customer success.
If you are looking to grow your career in a dynamic environment where your expertise can make a real impact, this role provides an exciting opportunity.
Accountabilities:
- Provide professional customer service and expert advice to clients throughout the renewal process.
- Conduct proactive renewal reviews to support customer retention goals and identify opportunities to improve coverage.
- Contact existing clients through outbound calls to discuss renewal options and address their needs.
- Review insurance policies and provide recommendations based on customer circumstances.
- Manage policy updates, changes, and documentation through partner systems and online platforms.
- Maintain strong relationships with insurance providers and coordinate effectively with external partners.
- Ensure compliance with underwriting guidelines and broker partner requirements.
- Coordinate client documentation, follow-ups, and administrative requirements.
- Respond to inbound customer inquiries and resolve service-related requests efficiently.
- Provide claims guidance, assist with claim reporting, and support clients through the claims process.
- Manage multiple priorities while maintaining accuracy, organization, and excellent service standards.
- Active RIBO license required.
- Minimum 2+ years of experience in personal lines insurance or a related insurance role.
- Strong understanding of insurance policies, renewals, underwriting criteria, and client servicing.
- Excellent communication and relationship-building skills.
- Ability to provide professional advice and create positive customer experiences.
- Strong organizational skills with the ability to multitask and manage competing priorities.
- Independent, ambitious, and proactive approach to work.
- Comfortable working in a fast-paced, evolving environment.
- Positive attitude with a willingness to learn and contribute to team success.
- Strong problem-solving skills and attention to detail.
- Competitive compensation range of $54,000 - $64,000 CAD.
- Fully remote work opportunity in Canada.
- Opportunity to grow with a rapidly expanding organization.
- Dynamic startup environment with opportunities for professional development.
- Exposure to digital insurance solutions and innovative financial services.
- Collaborative culture focused on teamwork, growth, and continuous improvement.
- Opportunity to make a direct impact on customer experiences and financial decision-making.
- Inclusive workplace with accommodations available throughout the hiring process.
As a Renewals Specialist, you will support customer retention and satisfaction by managing renewal activities, providing insurance guidance, and ensuring smooth policy servicing. You will act as a trusted advisor to clients while maintaining strong relationships with insurance partners and delivering high-quality service.
Requirements:
The ideal candidate is an experienced insurance professional who is customer-focused, adaptable, and motivated to grow within a fast-paced environment.