Description: A career focused RIBO licensed personal lines CSR who has been working in the insurance industry for 7 years. This candidate is highly motivated, tech savvy and can work as a team player or on her own with much ease. Customer Service is #1 to her. She thoroughly enjoys her interactions with present and new clients and with helping them find the best coverage and premium for their insurance needs. She processes on both the BMS and 30+ portals. She also cross sells and upsells at every chance.
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: N/A
Systems: TAM, EPIC, ARS, Microsoft Products, Multiple Company Portals, Pulling of MVR, A+, HITS Reports along with EZITV
Markets: 30+
Years of Experience: 7 years 6 OTL licensed 1 yr RIBO
Salary: $65k, commission on new business Benefits 3-4 weeks vacation "Hybrid Role"
Education: OTL 2013 RIBO 2023 Masters Certificate in Business Analysis, Certified in Business Analysis Practices, Insurance Institute of Canada 2017
Languages: English
Location: Ottawa and surrounding area prefers hybrid 2 days work from home