Description: Client Service Representative with over five years of experience in the financial and insurance industries. Proficient in case processing and handling a diverse range of client inquiries with efficiency and professionalism. Typically manages eight accounts per month, achieving a renewal success rate of at least 90%. Responsible for accounts with a total value of over $10 million in TIV and annual premiums.
Goal: Seeking a new opportunity as a Commercial Lines Account Manager
Accomplishments: N/A
Systems: Epic,Salesforce
Markets: All major markets
Years of Experience: 3
Salary: $70k
Education: RIBO, BSc
Languages: English,Cantonese,Mandarin
Location: Markham
Area of Expertise: Commercial Lines
Additional Comments This team player is a collaborative and supportive individual with strong problem-solving abilities. She is a critical thinker and proactive, taking initiative when faced with new challenges.