Renewal Retention Specialist

Westland Insurance

  • Canmore, AB
  • Permanent
  • Full-time
  • 27 days ago
We’re searching for a Renewal Retention Specialist. Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for a hybrid Renewal Retention Specialist based out of Canmore, AB. Are you ready to take your insurance expertise to the next level? If you thrive on attention to detail and want to be part of a team that values growth and excellence, this opportunity is for you!Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.Discover what’s possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As a Renewal Retention Specialist, you'll leverage your knowledge of personal insurance, regional market insights, and technical skills to make a real difference—focusing on client retention and preparing clients for each renewal cycle. You'll play a key part in Westland’s commitment to outstanding service, developing your front-line underwriting abilities, and gaining hands-on experience throughout the sales and client life cycles.Interested in learning more?Why you'll love Westland:
  • An open, flexible and welcoming workplace
  • Plenty of opportunities to grow and learn
  • Autonomy to own your own success
  • Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
  • A total rewards program that takes care of your financial, physical, and mental health
  • Flexible paid Values Days to celebrate days important to you
  • Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients
Why we’ll love You:
  • Building authentic client relationships comes naturally to you
  • Master time manager, you can prioritize your workload while demonstrating confidentiality and discretion
  • Strong understanding of provincial markets, underwriting criteria, and company portals
  • 3+ years of Personal Lines insurance experience
  • General Level 2 Insurance License or currently working towards level 2 and working towards CAIB/CIP (financial support provided!)
Once here, you'll:
  • Complete renewal reviews and provide advice to either clients or other advisors to identify and address potential gaps in coverage, with a focus on upselling, cross-selling and retention.
  • Build and maintain strong internal and external client relationships through proactive communication.
  • Maintain and process policy renewals according to Westland’s standards.
  • Assist broader team of advisors and management in providing feedback on procedures, market trends, changes in underwriting guidelines and other industry updates in the spirit of continuous improvement.
  • Support with reporting, additional projects and/or administrative work as needed.
  • Train new employees across the organization on retention standards and renewal workflows.
#LI-KV1#LI-OnsiteWant to get to know each other better? Send your resume our way.

Westland Insurance