SR Personal Lines Account Manager (CSR)

Region: Barrie Region, Will also work Remote

Work Preference: Hybrid

  • ID: p-130285
  • Description: The candidate that I am representing is a highly motivated career focused RIBO licensed CSR for Personal Lines. She started out as a P/L TSR and did this for 4 years then obtained her RIBO and moved into a CSR position. She thoroughly enjoys her interactions with her clients and the new ones that she meets. She processes on the BMS and multiple company portals. She helps clients with the claim process along with cross selling and upselling at every chance. She is looking for career advancement.
  • 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 2019
  • Systems: EPIC, Power Broker, ARS, Microsoft Products, Multiple Company Portals, Pulling of MVR, A+ and HITS Reports, and EZITV
  • Markets: Multiple markets
  • Years of Experience: 9 years (4 yrs as a TSR) (5 Years as a CSR) in Personal Lines
  • Salary: $57k-$60K 4 weeks vacation, Benefits, Commission on NB
  • Education: RIBO
  • Languages: English, Spanish
  • Location: Barrie or anywhere Remote
  • Area of Expertise: Personal Lines Service
Additional Comments
This candidate has a wonderful personality and it’s obvious that customer service is #1 for her. She was a pleasure to interview. I highly recommend her to any brokerage house.
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