Personal Lines Account Manager (CSR)

Region: York Region

Work Preference: Hybrid, Office

  • ID: p-114742
  • Description: Introducing a career focused RIBO licensed personal lines CSR who has been in the insurance industry 8 years. She is highly motivated and tech savvy She has been with the same brokerage the past 6 years and prior with another brokerage as a "trainee" Broker/TSR. She is looking currently as the brokerage has been sold. She services her clients and reviews renewals then remarkets if necessary. She also cross sells and up sells to round out accounts along with quoting and binding new business.
  • Goal: She is looking for a new opportunity that will allow her to grow her career and to work with a great team.
  • Accomplishments: RIBO 2018,
  • Systems: Diamond, ARS, Microsoft Products, Company Portals, Pulling of MVR, A+, HITS Reports and EZITV
  • Markets: Intact JEVCO, Economical
  • Years of Experience: RIBO 6 years TSR 2 yrs Total 8 years
  • Salary: $65k-$68k, 4 weeks Vacation, Benefits, Commission/Bonus,
  • Education: RIBO 2018, MIDDLEFIELD COLLEGIATE INSTITUTE - Markham, ON September 2004 to June 2007
  • Languages: English
  • Location: Markham, York and surrounding areas Hybrid role preferred if further from her home in Markham
  • Area of Expertise: Personal Lines Service + Sales
Additional Comments
This candidate can work both as a team player or on her own with much ease. She is looking forward to growing her career and would be a great asset to any brokerage who hires her.
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