Personal Lines Account Manager/CSR

Region: Kitchener, Waterloo, Cambridge Region

Work Preference: Hybrid, Office

  • ID: p-77189
  • Description: Highly personable and customer service-oriented PL specialist with expertise in renewals, remarketing, endorsements, cancellations, and policy management. She maintains a high client retention rate, always striving to keep clients satisfied and informed. She manages policy changes, bound policies for remarkets, and billing requests, while also advising clients on the benefits of consolidating their insurance under her guidance.
  • Goal: To settle at brokerage long term, stability is important to her and for her clients.
  • Accomplishments: Upselling and cross-selling when it aligns with client needs, she ensures every recommendation is in the client’s best interest. Highly praised for her proactive nature and client retention
  • Systems: EPIC, TAM,
  • Markets: MAJOR PORTALS.
  • Years of Experience: 4 years experience in PL, RIBO and Prior OTL
  • Salary: 58-64k plus commission or bonus
  • Education: RIBO, CIP 4/10
  • Languages: English
  • Location: BRANTFORD, HAMILTON, STONEY CREEK, KW, CAMBRIDGE, ANCASTER
  • Area of Expertise: HOME AND AUTO, TRAILERS, RVS, BOATS, MOTOR HOMES, PLEASURE VEHICLES AND WATERCRAFT, MOTORCYCLE
Additional Comments
She has experience on a queue, making her highly skilled in handling multiple priorities and high-volume calls and emails. She is currently servicing a book up to 1M in Prem in all areas of Personal Lines. She was considered the go-to for her team on how to handle difficult situations and de-escalations, and she had a keen eye for detail for any discrepancies.
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