Personal Lines Account Manager

Region: Niagara Region

Work Preference: Hybrid, Office

  • ID: p-104248
  • Description: The candidate that I am representing is a highly motivated, career focused personal lines customer service representative who thrives on customer service. She received her RIBO in 2022 and worked with a brokerage in a "call center" environment. She was on a que and had to multi task. She loves to build relationships with her clients and cross sells to round out accounts. She processes on both the BMS and on numerous portals, and provides claims advice. She also writes new business referrals.
  • Goal: To continue to work and grow in personal lines within a respected traditional brokerage house
  • Accomplishments: Graduate High school RIBO 2022
  • Systems: Power Broker, EPIC, ARS, Microsoft Products, Multiple Company Portals, Pulling of MVR, A+, HITS Reports and EZITV
  • Markets: -Intact/Jevco -Aviva -Definity (Economical) -Nova, Haggarty, Perth, Echelon, Pembridge, Pafco, Mutual Companies and many more
  • Years of Experience: 2 years
  • Salary: $55k 3 weeks vacation, benefits and commission on new business Hybrid or in office
  • Education: High school Grad RIBO 2022
  • Languages: English
  • Location: Niagara Falls, Welland, St. Catharine's, Fonthill, Grimsby, Port Colborne, Smithville
  • Area of Expertise: Personal Lines CSR
Additional Comments
This candidate was an absolute joy to interview, great telephone manner, personable definitely a customer service candidate
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