SR Personal Lines Account Manager (CSR)

Region: Will also work Remote, Windsor Region

Work Preference: Hybrid

  • ID: p-128804
  • Description: Introducing a 10 year RIBO licensed insurance professional who is looking for her next step in her career. She has been in personal lines service and sales and thoroughly enjoys her interaction with the clients, underwriter's, manager's, and the many new brokers that she mentors and trains. She processes on both the BMS and many portals. She cross sells and upsells to round out accounts and quotes and binds new business. She is a team player and can work independently with much ease.
  • Goal: To find a position whereby she can advance her career and move into a team lead position
  • Accomplishments: RIBO 2014
  • Systems: Pivotal, ARS, Multiple company portals, Microsoft products, Pulling of MVR, A+, HITS Reports and EZITV
  • Markets: 25+ Markets
  • Years of Experience: 10 years RIBO Licensed and as a CSR
  • Salary: $68k-$72k, 4 weeks vacation, benefits, commission on new business
  • Education: Graduated High School RIBO 2014,
  • Languages: English
  • Location: Windsor and surrounding areas "Hybrid Role"
  • Area of Expertise: Personal Lines Service + Sales
Additional Comments
This candidate is career focused, highly motivated and tech savvy. She is terrific at multi-tasking and much more..
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