Personal Lines TSR/CSR Assistant

Region: Ottawa Region

Work Preference: Office

  • ID: p-118308
  • Description: This candidate has worked with a direct writer from Oct 2022 to Sept 2023 where she then joined a brokerage as an assistant. She works on both the BMS and multiple portals. She is waiting to write the equivalency exam to obtain her RIBO. She would like to then remain a TSR or assistant to a CSR so that she can learn as much as possible on the brokerage side before moving to a CSR role. She is very motivated and very personable and was a pleasure to interview.
  • Goal: To complete the RIBO equivalency exam and work as a Personal Lines TSR.CSR Assistant on the broker side
  • Accomplishments: OTL, working on completing the RIBO equivalency exam
  • Systems: EPIC, ARS, Company Portals, Microsoft Products, Pulling of MVR, A+, HITS Reports and EZITV
  • Markets: Aviva, Intact, Economical, Pembridge, Gore Mutual, Travellers, Pafco, Jevco, Unica, Wawanesa and more....
  • Years of Experience: 1+ years was OTL past year
  • Salary: $50k-$53k 3 weeks vacation, benefits
  • Education: OTL, RIBO, Diploma in Hospitality Management
  • Languages: English and Fluent French
  • Location: Ottawa West, Kanata, Stittsville areas
  • Area of Expertise: Personal Lines
Additional Comments: N/A
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