Description: A delightful individual overseeing a team of 8 TSR's, while providing mentoring and training for New Brokers on Portals, Products and BMS. Ensuring she is up to date with new products, and adherences, she leads a successful team of efficient and highly knowledgeable TSR's, while providing insightful and helpful guidance to new staff. She is the go to for all BMS queries, and product information, along with company processes and procedures.
Goal: To take the RIBO equivalency exam and utilize her knowledge and experience assisting people with their insurance needs in a CSR Role
Accomplishments: N/A
Systems: Powerbroker, Applied Rating
Markets: CAA, AVIVA, INTACT, WAWA, ECONOMICAL, PEMBRIDGE, ECHELON, SGI, SOME MGA’S AS WELL FORWARD AND PREMIER,
Years of Experience: 4 months Lead TSR PL, 2 Years OTL PL Agent, 2.5 Years PL UW
Area of Expertise: PL Training and Development Management and Onboarding Trainer
Additional Comments She is a very sweet and intelligent individual, looking to move up in the Training Development world of insurance. She is happy to get RIBO if required for a training position. She is also open to TSR roles and TSR lead roles.