Commercial Account Manager/CSR

Region: Halton Region, Hamilton Region, Niagara Region

Work Preference: Hybrid, Office

  • ID: p-68610
  • Description: Energetic, dependable commercial account manager with hands-on experience managing a mixed book of business and various risks. She wrote and bound policies, marketed accounts when she felt rates were competitive, & consistently delivered outstanding client service. From endorsements and remarkets to renewals and billing and invoicing, she has it covered. She knows her products, the markets, and how to tailor policies for her clients, leaving them informed & fully covered.
  • Goal: Seeking a long term position at a brokerage as an Account Manager or CSR in Commercial lines, to set roots at.
  • Accomplishments: She has received glowing reviews—including clients reaching out to the company president to share how fortunate they felt to work with her.
  • Systems: EPIC, Powerbroker
  • Markets: All Major Markets and MGA's
  • Years of Experience: 7 years Industry experience: 3 years Commercial Lines AM/CSR, 4 years as a PL CSR/TSR
  • Salary: 60K-65k plus bonus or commission
  • Education: RIBO, Looking to pursue her CAIB, and CIP (RIBO to be activate upon employment)
  • Languages: English
  • Location: Hamilton-Ancaster, Stoney Creek, St. Catharines, Niagara Region, Burlington
  • Area of Expertise: TATTOO, HOSPITALITY, SMALL CONTRACTORS, CGL, CONSTRUCTION, E&O, D&O, BUILDERS RISK, FLEET, SECURITY—PRIVATE INVESTIGATORS, CYBER, CRIME, VACANT LAND, CONDO, A LOT OF P&C EXPOSURE, LIABILITY, SOME EXPOSURE SURETY
Additional Comments
She’s skilled at cross-selling, upselling, and introducing new coverages to help clients better manage their risk. Highly effective at turning potential cancellations into renewals, she brings enthusiasm, professionalism, and a true passion for customer service to everything she does. She loves complex risks, and working with a wide range of business owners. She learns about their business, to better understand and design policies specifically for their needs. HIGHLY driven to suceed
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