Personal Lines CSR/ Account Manager

Region: Ottawa Region

Work Preference: Hybrid, Office

  • ID: p-186187
  • Description: Client-focused Personal Lines Insurance professional with a proven ability to deliver exceptional service while consistently driving organic growth. Skilled in renewals, policy changes, endorsements, and full account management, with a natural talent for uncovering opportunities to cross-sell and generate new business through trusted client relationships.
  • Goal: To join a brokerage that values mentorship, professional development, and long-term growth, where she can continue expanding her expertise while delivering an exceptional client experience.
  • Accomplishments: Consistently generates over $15K in new business premium each month through queue opportunities and organic sales. Earns numerous client referrals and outstanding 5-star reviews for her responsiveness, professionalism, and dedication to client service.
  • Systems: EPIC, Applied Rating
  • Markets: All Major Portals
  • Years of Experience: 1
  • Salary: 50-55k
  • Education: RIBO, looking to pursue her CIP
  • Languages: English
  • Location: Nepean Ottawa
  • Area of Expertise: Home and Auto, Watercraft, boats, Trailers, all areas of Personal Lines Retail
Additional Comments
She is providing personalized advice, educating clients, and creating a service experience that results in outstanding retention, referrals, and loyalty. Thrives in a fast-paced environment, expertly managing high-volume queue work while consistently exceeding service and sales expectations.
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