Commercial Lines CSR

Region: Durham Region, Toronto Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-115468
  • Description: Commercial Insurance Professional with a high level of knowledge navigating through the intricacies of Commercial Insurance. She works on mid to large business, in various risks, on accounts up to 1 mil in prem. She is meticulous about contacting clients back in a timely manner, ensuring their experience is outstanding and all their needs are met, and they are fully aware of their products, along with available products to mitigate future risk. She excels in CL & building strong relationships
  • Goal: She is currently working in Cross Border Soley, and would like to utilize her expertise in other risks, different accounts, take on more responsibility and not be confined to one niche area.
  • Accomplishments: Worked her way from a CL TSR, and is now Managing a 1mil Book of Business, while maintaining a high retention rate, and meeting her cross selling/upselling targets
  • Systems: EPIC, APPLIED RATING
  • Markets: AVIVA, INTACT, TRAVELERS, ZURICH, AIG, NORTHBRIDGE, ECONOMICAL THE MAIN CARRIERS
  • Years of Experience: 5 Years in Commercial Lines total, 3 Years Licensed and 2 as a CL TSR
  • Salary: 65k to 70k (negotiable based on Commision and or Bonus pkg)
  • Education: RIBO is active and good standing, In process of completing her CIP 12
  • Languages: English and Bengali
  • Location: Scarborough - willing to travel anywhere within an hour
  • Area of Expertise: MID TO LARGE BUSINESS, CONSTRUCTION, CGL, COMM PROPERTY, E&O, COMMERCIAL AUTO, CYBER, WAREHOUSE, BUILDERS RISK, INLAND
Additional Comments
With a keen eye for detail and strong background in not just the service peice of CL, but the back end work. She is processing endorsements, invoicing, renewals and pre renewal notices, high volume of email correspondence for her overseas accounts, writing NB, issuing certs of ins, and most importantly getting her clients the best rates. She articulates inquiries re policies clearly and precisely & resolves discrepancies, and diffuses difficult situations. She is an outstanding candidate 💫
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