Personal Lines Account Manager

Region: Niagara Region

Work Preference: Hybrid, Office

  • ID: p-122536
  • Description: This candidate that I am representing is a highly motivated, career focused RIBO licensed personal lines CSR. Prior to getting her RIBO she worked on the insurer side for 10 years as a Digital Transformation and Marketing Executive. She loves to service the clients and quotes new business when she is cross selling to round out accounts. She pulls the MVR, A+ and HITS Reports along with EZITV. She also helps clients with the claims process and making sure they have the Insurance they require.
  • Goal: She is looking for a new opportunity with a brokerage house that will allow her to grow her career and be able to work with a great team.
  • Accomplishments: RIBO
  • Systems: EPIC, ARS, Microsoft Products, Multiple Company Portals, Pulling of MVR, A+ and HITS Reports, and EZITV
  • Markets: Multiple markets
  • Years of Experience: 1year 8 mons RIBO and 10 years with an Insurance Company
  • Salary: $50k 3 weeks vacation and benefits Hybrid or office
  • Education: RIBO 2023, Master's Degree in Executive skills, Bachelor's Degree in Business, Sales and Marketing Niagara College - Canada
  • Languages: English, Spanish (Fluent)
  • Location: Niagara and surrounding, Fonthill, Smithville, Welland
  • Area of Expertise: Personal lines service +sales
Additional Comments: N/A
Contact Recruiter:
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