Description: This candidate has strong hands-on experience with policy servicing, renewals, endorsements, coverage inquiries, claims intake, client needs assessments, cross-selling, retention, and regulatory compliance. Has strong relationship-building, communication, attention to detail, and providing tailored insurance solutions based on clients’ individual needs.
Goal: Looking for a Personal Lines CSR or Account Manager role.
Accomplishments: N/A
Systems: Microsoft Office, Dynamics
Markets: NA
Years of Experience: 5 years with a company.
Salary: Looking for $60K+.
Education: BA, OTL, in the process of obtaining RIBO