Sr. Commercial CSR

Region: Barrie Region

Work Preference: Hybrid, Remote

  • ID: p-120682
  • Description: Service-driven insurance professional providing full support for a producer’s book of business. Manages all aspects of client servicing, including endorsements, certificates of insurance, renewals, and renewal preparation. Collects all required documentation, liaises with markets for competitive quotes, and maintains constant communication with clients regarding updates such as new equipment or tools to ensure accurate and timely coverage. Exceptional candidate, a true professional
  • Goal: To find a stable brokerage, where she can return to commercial lines, and grow with the company for the long run.
  • Accomplishments: She had received many commendations from her team lead regarding her retention rate, along with many brilliant reviews from her satisfied clients
  • Systems: EPIC,
  • Markets: All Major Markets and MGA's
  • Years of Experience: 8
  • Salary: 72-78k with 4 weeks
  • Education: RIBO, CIP
  • Languages: English
  • Location: Innisfil, Barrie,
  • Area of Expertise: CONSTRUCTION, TRANSPORTATION, HYDRO PROJECTS, CONTRACTORS, MUNICIPALITY, MINING, PLUMBING, CGL, COC, IRCA, LOTS OF FLEET, SNOW REMOVAL, TRUCKING AND LOGGING,
Additional Comments
Builds and maintains strong relationships with underwriters, approaching every interaction with professionalism and empathy. Committed to securing the best possible rates for clients, analyzing files for potential losses, and proactively identifying opportunities for additional coverage to her producer. Known for exceptional customer service, attention to detail, and a collaborative approach that supports both clients and the producer. Servicing 400k book with meticulous attention to detail.
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