Personal Lines CSR

Region: Cornwall Region

Work Preference: Hybrid, Office

  • ID: p-130846
  • Description: This candidate that I am representing is very personable and very motivated to learn more and take the CAIB courses. She is just under 2 yrs RIBO licensed. She does it all, processing on both the BMS and Multiple Portals. She Cross Sells and Upsells at every chance along with quoting new business and making sure her clients have the adequate insurance coverage they need along with claims counselling. She puts customer service #1. She enjoys building relationships with new and present clients.
  • Goal: To continue to work and grow in personal lines within a respected brokerage house
  • Accomplishments: RIBO Dec 2022
  • Systems: EPIC, ARS, Guidewire, Multiple Company Portals Microsoft Products, Pulling of MVR, A+, HITS Reports and EZITV
  • Markets: Multiple Markets
  • Years of Experience: 1.8 years
  • Salary: $52k, 3 weeks vacation, benefits and commission/bonus for NB
  • Education: RIBO Dec 2022, CAIB 1 commencing My 1 2024, Health Office Administration Career College Canada - Ottawa ON
  • Languages: English
  • Location: Cornwall & Surrounding Areas within 40 k of Alexandria HYBRID or Office
  • Area of Expertise: Personal Lines Service with some sales
Additional Comments
I thoroughly enjoyed interviewing this candidate and she would be a great asset to any brokerage.
Contact Recruiter:
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