Commercial and Farm TSR/CSR Assistant

Region: Niagara Region

Work Preference: Hybrid, Office

  • ID: p-202926
  • Description: This candidate that I am representing is a very personable, professional and is also highly motivated. She started her insurance career in 2011 on the "direct writer" side as a CSR for personal lines from 2011-2023.. She then moved over to the brokerage side as a receptionist and then was offered a position as an assistant to the Farm and Commercial Team. She thoroughly enjoyed this position and learning something new. She processed policy changes and renewals on the BMS and did the downloads.
  • Goal: She is looking for a long- term position with a respected brokerage and to be part of a great team
  • Accomplishments: OTL 2011-2025
  • Systems: Power Broker, ARS, CGI, Economical Portal, Microsoft Products
  • Markets: Multiple
  • Years of Experience: 14 yrs in the insurance Industry 11yr P/L Sales and Service and 2.9 years Commercial and Farm TSR
  • Salary: $53k-$55k with an increase if asked to obtain RIBO
  • Education: Adult Learning Center, Oakville, Microsoft Word, Ontario Association of Child and Youth Counsellors Teaching and Learning Conference ,Certified Health Coach 2020
  • Languages: English
  • Location: Niagara and surrounding area( Hybrid or In Office)
  • Area of Expertise: Previously Personal Lines 2011-2023 Farm and Commercial TSR 2023-November 2025
Additional Comments
She also was responsible for filing audits for all New and Remarketed Accounts and and completed Weekly reports and update expiry list 100 days in advance. And much more… I found this candidate a delight to interview. She would be a great asset to any brokerage house.
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