Commercial Lines CSR

Region: Halton Region, Peel Region, Toronto Region

Work Preference: Hybrid, Remote

  • ID: p-117976
  • Description: Highly versatile and eager to build on his Career in Commercial Ins. He wanted to have vast exposure in all areas of Commercial lines, starting as a CL desk adjuster, to CL Sales and now service. He thoroughly enjoys servicing his clients, while cross selling and upselling, staying up an industry trends and products, handling policy administration tasks such as issuing new policies, endorsements, cancellations, and renewals. His comprehensive support to clients ensures gauranteed satisfaction
  • Goal: He is looking to obtain a Position as CSR/AM, where he can service clients, advise them of products to best protect them, and educate them. Learning from established brokers, continuing his education, gaining more exposure to risks, working with larger accounts and pushing himself to be a Leader in his field
  • Accomplishments: Within his first year as a CL Sales broker, he was exceeding targets, receiving outstanding client reviews, receiving the support of a tsr, while also servicing his clients. He wears many hats and likes a challenge
  • Systems: TAM
  • Markets: AVIVA, NORTHBRIDGE, INTACT, MGA’S, MOST MAJOR MARKETS, CHUBB
  • Years of Experience: 2 YEARS IN COMMERCIAL CLAIMS, 1 YEAR IN COMMERCIAL SALES AND SOME SERVICE, 6 MONTHS CL ACOUNT ASSOCIATE = 3.6 YEARS IN CL
  • Salary: 70k
  • Education: RIBO, LOOKING TO PURSUE CAIBQ
  • Languages: ENGLISH
  • Location: OAKVILLE – MISSISSAUGA, HAMILTON, BURLINGTON, ETOBICOKE,
  • Area of Expertise: BUILDERS RISK, E&O, LIABILITY , CONTRACTORS POLUTION, AUTO, CGL, D&O, E&O, CONSTRUCTION, WAREHOUSE, CYBER, CRIME
Additional Comments
Highly experienced in communicating with clients to understand their needs, provide guidance on policy options, offers assistance with claims, processing endorsements, issuing certs identifying opportunities to cross-sell or upsell additional products to his clients based on their evolving needs and changes in their business operations. He is charming, with a wide range of CL experience, making him not only an outstanding candidate for CL CSR/AM but an essential & friendly member of YOUR team!
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