Personal Lines Account Manager (CSR)

Region: Niagara Region

Work Preference: Office

  • ID: p-201504
  • Description: Introducing a highly motivated RIBO licensed CSR who can work as a team player or on her own with ease. She services her clients from A-Z as well as makes 15 to 20 new business sales per month. She also cross sells to round out accounts and upsells. She currently works in a busy call center environment. She enjoys her interactions with her clients and helping them to find the right coverage for their insurance needs. She processes on both the BMS and many company portals
  • Goal: She is looking for a new opportunity with a brokerage house that will allow her to grow her career and be able to work with a great team.
  • Accomplishments: RIBO 2024
  • Systems: EPIC, ARS, Microsoft Products, Pulling of MVR, A+ and HITS Reports, and EZITV, DASH Multiple Company Portals
  • Markets: Multiple Markets
  • Years of Experience: 1+ years
  • Salary: $50k + commission, benefits, 3 weeks vacation HYBRID or OFFICE
  • Education: High School Grad 2014, Coursework in Business Administration College – 2022, Patient Care Technician College – 2023
  • Languages: English
  • Location: Niagara and surrounding areas Office or Hybrid
  • Area of Expertise: Personal Lines Service and Sales of Auto, Home, Condo, Tenants, Motorcycle, Trailers, Boats, Campers, ATV'S and Snowmobiles
Additional Comments
This candidate has a very bubbly personality and is looking forward to growing her knowledge in personal lines.
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