Personal Lines Account Manager (CSR)

Region: Peel Region

Work Preference: Hybrid

  • ID: p-127975
  • Description: The candidate that I am representing is a great communicator who is wanting to learn and grow his expertise in the insurance industry. He works with a $3 million book of business and services his clients from A-Z. He processes on both the BMS and the company portals along with cross selling and upselling to round out accounts. His thoroughly enjoys his interactions with his clients and builds great relationships. He enjoys helping them with their insurance needs as well as any claim process..
  • Goal: To grow in the insurance industry and complete the courses for his CIP Designation
  • Accomplishments: RIBO 2023 1 year, Commenced CIP 2024
  • Systems: SIG XP, Power Broker, ARS, Multiple Company Portals, Microsoft Products, Pulling of MVR, A+ and HITS Reports along with EZITV
  • Markets: Multiple Markets
  • Years of Experience: 1
  • Salary: $53k-$55k, 3 weeks vacation, benefits, commission on new business
  • Education: RIBO 2023, CIP 2024, Bachelors in Business Bachelors in Shipping and Logistics
  • Languages: English
  • Location: Peel and Surrounding Areas Hybrid preferred
  • Area of Expertise: Personal Lines Products Service and Sales In House Underwriting
Additional Comments: N/A
Contact Recruiter:
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