Personal Lines CSR

Region: Ottawa Region

Work Preference: Office

  • ID: p-102532
  • Description: The candidate that I am introducing is RIBO licensed and is looking for a permanent full time position in personal lines as a CSR/Account Manager. She is well spoken, very personable, tech savvy and motivated. Currently she works in a "call center" environment on a "que". She processes on both the BMS and multiple portals. She cross sells and upsells to round out accounts. She handles payments and helps clients with any claims inquiries'. She also reviews renewals and remarkets when necessary
  • Goal: She is looking for a new opportunity with a brokerage house that will allow her to grow her career and be able to work with a great team.
  • Accomplishments: RIBO
  • Systems: EPIC, Guideware ARS, Microsoft Products, Multiple Company Portals, Pulling of MVR, A+, HITS Reports and EZITV
  • Markets: Multiple
  • Years of Experience: Just under 1 year
  • Salary: $52k 3 weeks vacation, bonus/commission on new business, benefits
  • Education: DCS / DEC RIBO 2022
  • Languages: English
  • Location: Ottawa, Kanata
  • Area of Expertise: Personal Lines Service
Additional Comments
I found this candidate a joy to speak with and I feel she would be a great addition to any brokerage house.
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