Personal lines service broker

Region: Windsor Region

Work Preference: Hybrid, Office

  • ID: N/A
  • Description: Responsible for Managing all aspects of an existing book of business in a call center environment. She processed on the Epic System as well as multiple company portals. She also. pulled MVR A+, HITS Reports and EZITV. She processed payments and did banking changes on the portals. She entered claims opening and closing notices and serviced her clients as well as upselling and cross selling. She also reviewed all renewals and remarketed when necessary.
  • Goal: To have her RIBO License reinstated and join a traditional brokerage where she can build relationships with the customers she is
  • Accomplishments: A strong focus on customer service with the ability to deliver positive client experiences
  • Systems: EPIC broker management system
  • Markets: Most related insurance markets
  • Years of Experience: 3 years experience in the insurance industry.
  • Salary: $50k
  • Education: Awaiting reinstatement of her RIBO license.
  • Languages: English
  • Location: She resides in Windsor and will commute up to 40k
  • Area of Expertise: Personal Lines
Additional Comments: N/A
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