Experienced Personal Lines CSR/AM

Region: Durham Region, Will also work Remote

Work Preference: Remote

  • ID: p-105403
  • Description: Exemplary Personal Lines CSR who consistently provides superior client service. Known for her approachable personality and forward-thinking mindset, she takes pride in building strong relationships, ensuring each client feels supported and informed. Proactively follows up on outstanding documents and payments, keeps clients updated on billing changes, and takes time to discuss renewals and evolving coverage needs, along with renewals, endorsements, substitutions, remarkets & all areas of service
  • Goal: To work remotely for a stable brokerage that is reputable, where she can feel comfortable knowing she has job security. Increase customer satisfaction, exceed customer expectations
  • Accomplishments: She has generated over $270K in new business from referrals, achieved a high client retention rate, and received multiple commendations for delivering outstanding client service
  • Systems: EPIC, Applied Rating
  • Markets: All Major Portals
  • Years of Experience: 3 years Personal Lines AM/CSR, 3 years as a PL OTL Agent
  • Salary: 65k
  • Education: RIBO active and in good standing, BA in Political Science
  • Languages: English
  • Location: Based in Whitby; REMOTE ROLES
  • Area of Expertise: Home & Auto, Marine, Trailers, Cabins, ATVs, RVs, Motorcycles; some exposure to VIP clientele
Additional Comments
Her versatility—ranging from CSR to account manager—combined with her exceptional communication, technical knowledge, and customer focus, makes her a standout Personal Lines CSR. She is a forward-thinking professional who is eager to continue developing in personal lines and is poised to become a future leader in the industry.
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