Personal Lines CSR (Account Manager)

Region: Hamilton Region, Kitchener, Waterloo, Cambridge Region

Work Preference: Hybrid, Office, Remote

  • ID: p-141505
  • Description: A driven, conscientious and dedicated RIBO licensed insurance representative who is empathetic, listens, solves problems to ensure his customers are informed. He processes on both the BMS and numerous company portals. (NB, Endorsements, Cancellations, Banking Changes and more). He services and cross sells to round out accounts and generates new business.
  • Goal: He would like to work for a more traditional brokerage house where he can continue to grow his career and be part of a a great team
  • Accomplishments: Competitive Sports Enthusiast
  • Systems: Applied EPIC, Power Broker, ARS, CGI, Guidewire, Microsoft Products Company Portals
  • Markets: Multiple Markets
  • Years of Experience: 3+ years RIBO Licensed, and 5 years prior of inside sales outside of the insurance industry
  • Salary: $65k to $68k base + commission on new business 4 weeks vacation and benefits
  • Education: RIBO, Business Diploma
  • Languages: English
  • Location: Cambridge and surrounding areas, Hamilton (Hybrid or remote)
  • Area of Expertise: Personal Lines Service and Sales
Additional Comments
This is a very personable guy, competitive, outgoing with a strong work ethic and a motivation to far exceed your expectations. he would be a great asset to any brokerage that hires him.
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