Personal Lines Account Manager (CSR)

Region: Niagara Region

Work Preference: Hybrid, Office

  • ID: p-129295
  • Description: The candidate that I am representing is a highly motivated, tech savvy RIBO licensed personal lines CSR who also does sales. She processes on both the BMS and multiple portals. She cross sells and up sells to round out accounts along with quoting and writing new business all while being on a telephone "que". She is great at multi-tasking along with being a team player. She does feels she is not giving her clients the time they deserve and this is very important to her.
  • Goal: She is looking to move to a more traditional brokerage house where she can give 100% to customer service and continue to grow her career
  • Accomplishments: RIBO 2023
  • Systems: EPIC, ARS, Microsoft Products, Company Portals, CGI
  • Markets: Aviva, Economical, Perth, CAA, Echelon, Travelers, Dominion, Pembridge, Pafco, Wawanesa, Coachman, Zenith, Northbridge, SGI
  • Years of Experience: 1 year 2 mons in a brokerage
  • Salary: $50k, 3 weeks vacation, benefits, commission on NB
  • Education: High School Graduate, RIBO
  • Languages: English
  • Location: Niagara and surrounding areas
  • Area of Expertise: Personal Lines Service + Sales
Additional Comments: N/A
Contact Recruiter:
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