Region: Durham Region, Toronto Region, York Region
Work Preference: Hybrid, Office, Remote
ID: p-125896
Description: Hardworking, passionate, and dedicated professional working as a CL TSR for the last 2 years ready to make the move into an Account Manager role.
Successfully assisted in managing a book of commercial small business accounts, with premiums ranging from $200 up to $100,000 working with 5 account managers and 3 producers. Familiar with small business to mid-market clients, including those in construction, manufacturing, restaurants, barbershops, IT companies, pharmacies, real estate, and finance
Goal: To move into AM role with the end goal to become a Producer
Accomplishments: N/A
Systems: Exceptionally proficient in TAM, EPIC, SAP, MS Excel, MS Word, PowerPoint, Outlook, databases, Salesforce, MS Access
Markets: N/A
Years of Experience: 2 years Industry and over 6 years of experience in customer service
Education: RIBO, Qualified Commercial Lines Specialist from Total CSR, Business Accounting and Finance from Excelsior College, Engagement and Nurture Marketing Strategies from Northwestern University, , Student Leadership Certificate from National Conference of Student Leadership, NCSL
Area of Expertise: Familiar with small business to mid-market clients, including those in construction, manufacturing, restaurants, barbershops, IT companies, pharmacies, real estate, and finance
Additional Comments Strong communication, time management, critical thinking, problem-solving, and organizational skills.