Personal Lines Account Manager (CSR)

Region: Hamilton Region, Niagara Region

Work Preference: Hybrid, Office

  • ID: p-115963
  • Description: Introducing a 6.5 year RIBO licensed personal lines account manager who is highly motivated, tech savvy and very personable. She processes on both the BMS and multiply company portals. She also cross sells and upsells to round out accounts along with remarketing policies when needed. She provides claims counselling. She thoroughly enjoys her interactions with her clients and helping them find the right overages. She also sells to receive commission. Customer Service is #1
  • Goal: She is looking for a new opportunity with a brokerage house log-term that will allow her to keep growing her career and be able to work with a great team.
  • Accomplishments: RIBO 2019
  • Systems: EPIC, SIG, Power Broker, Guidewire, ARS, Microsoft Products, Many Company Portals. Pulling of MVR, A+, HITS, EZITV
  • Markets: Multiple Markets
  • Years of Experience: 6.5 years
  • Salary: $65k 4weeks vacation, Benefits commission on new business, In office if local or Hybrid if further then 40 min
  • Education: RIBO
  • Languages: English
  • Location: Niagara and surrounding areas HYBRID or Office ( Hamilton and surrounding Areas Hybrid or Remote)
  • Area of Expertise: Personal Lines Service +Sales
Additional Comments
I found this candidate very professional and she was a delight to interview.
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