Personal Lines Account manager (CSR)

Region: Niagara Region

Work Preference: Hybrid, Office

  • ID: p-128965
  • Description: This candidate that I am representing is a motivated, career focused tech savvy 3 yr RIBO licensed personal lines broker who can work as both a team player or on her own with much ease. She does it all from quoting new business, remarketing renewals when needed, processing on both the BMS EPIC along with many company portals. She also cross sells and upsells to round out accounts. She also is on a "Digital Que" for incoming emails, text and calls. She loves her interactions with her clients.
  • 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 2021, Event and Wedding Planner QC, Event School Dual Citizenship (USA)
  • Systems: EPIC, ARS, Multiple Company Portals including The Co-Operators (for commercial) Microsoft Products, Pulling of MVR and A+ Reports
  • Markets: Aviva, Intact, Jevco, Economical, Perth, Pembridge, Pafco, Travelers, CAA, Hagerty, Wawanesa, Echelon, Gore Mutual and more
  • Years of Experience: 3+ years Excellent references
  • Salary: $56k. 3 weeks vacation, benefits commission on new business and would prefer a Hybrid Role 1- 2 days work from home
  • Education: High School Grad, RIBO 2021
  • Languages: English
  • Location: Niagara Falls, Welland, St. Catharine's, Fonthill, Smithville,
  • Area of Expertise: Personal Lines Service with some Commercial
Additional Comments
This candidate thrives in a busy office environment, she is very personable. I enjoyed interviewing her.
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