Personal Lines TSR

Region: Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-117448
  • Description: Outgoing client focused and administrative Professional, with over 4 years of Customer service experience, who found a passion for Personal Insurance, where she has spent the last 6 months as a PL TSR. She will be getting her RIBO so she can dedicate herself long term providing exemplary Customer Service. She is a quick learner, who communicates with ease, and has a strong knowledge base. She is looking for a brokerage to offer mentorship and growth, so she can be an essential team member
  • Goal: To obtain her RIBO license and move into an Account Manager/CSR role in a diverse and collaborative environment that will offer mentorship and support, so that she in return can be an asset to her brokerage
  • Accomplishments: N/A
  • Systems: Power Broker and Applied One Way Integration (Similar to Applied Rating)
  • Markets: Economical, Aviva, Travelers, Pembridge, Intact, Jevco, Pafco, Max Insurance
  • Years of Experience: 4 years of Customer Service and 6 months of PL TSR experience
  • Salary: 45k
  • Education: Looking to write her RIBO in early 2024
  • Languages: English,
  • Location: Brampton - Will travel to Mississauga, Toronto, Vaughan, Markham and Richmond Hill
  • Area of Expertise: Personal Lines TSR/ Customer Service
Additional Comments
She is a quick learner, and eager to dive deeper into her Personal Lines Career. She is experienced answering a high volume of calls, as well as other administrative duties such as
– Uploading New Business/Policies
– Processing endorsements for In-Force policies, creating and submitting applications
– Policy changes adding and removing lines, updating the data base
– Managing Underwriter and Producer calls accordingly in a friendly and helpful manner
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