Commercial Lines CSR

Region: Halton Region, Peel Region, Toronto Region

Work Preference: Hybrid

  • ID: p-48181
  • Description: She is highly intelligent and very personable. She has many years of customer service and administrative experience behind her and a solid knowledge of various risks. Delivers full-service insurance support, from issuing slips, endorsements, and invoices to processing renewals, cancellations, and new business. Skilled in calculating premiums, reviewing policy declarations, contracts, and certificates, and managing both small and large commercial endorsements.
  • Goal: To work at a respectful and ethical brokerage , where mentorship and growth is offered
  • Accomplishments: Has received many commendations from her managers for he analytical skills, keen eye for detail, and her dedicated commitment
  • Systems: EPIC, Applied Rating
  • Markets: All Major Markets and MGA's
  • Years of Experience: 1 Year CL Account Manager, and 3 CL TSR
  • Salary: 68-75k
  • Education: RIBO, CAIB 1
  • Languages: English
  • Location: Oakville, MISSISSAUGA, TORONTO, BURLINGTON, HAMILTON,
  • Area of Expertise: CONSTRUCTION RISK, HOSPITALITY, E&O, D&O, LIABILITY, REAL ESTATE AND VACANT LAND, BUILDERS RISK, CGL, COMMERCIAL FLEET/TRANSPORTATION, CYBER,
Additional Comments
Proficient with portals and BMS, ensuring accurate policy changes and clear client communication. Known for making insurance simple and stress-free through thorough explanations of coverage, cost, and need. cultivates trust, driving repeat business and referrals. Highly detail-oriented with exceptional organizational and time management skills, adept at managing multiple portfolios, including substantial commercial accounts. This is who you want serving your clients.
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