Personal and Commercial Lines CSR

Region: Peel Region

Work Preference: Remote

  • ID: p-136192
  • Description: Very pleasant and patient PL and CL professional. She is highly knowledgeable in Personal lines, & a strong background in Commercial Trucking/Transportation. She is servicing 1200 accounts in her book, ranging from 12k in prem. She handles difficult conversations with ease, and ​practices active listening​ to diffuse situations, ensuring her clients feel heard, and rectifying any issues she can. She prides herself on her client retention rate, and ability to build relationships
  • Goal: Would like to branch out into more commercial accounts.
  • Accomplishments: She has a retention rate over 96%, and is achieving her retention bonus regularly. She looks at her experience and feels she has taken something of value knowledge and experience wise, from each of her previous roles, that added to her knowledge and provided her with skills that make her the broker she is today. She has outstanding references, and client reviews
  • Systems: POWERBROKER, EPIC, APPLIED RATING
  • Markets: ALL MAJOR PORTALS
  • Years of Experience: 5 Years in Personal Lines and RIBO licensed since 2018, started doing some Commercial in 2019 to present
  • Salary: 65k plus commission or bonus
  • Education: RIBO, is looking to obtain her CAIB this year
  • Languages: English, Punjabi and Hindi.
  • Location: Milton - Remote or Mississauga in Office
  • Area of Expertise: HOME, AUTO - extensive experience in Auto Property and Casualty, RV, MOTORCYCLE, TRAILERS, WATERCRAFT, COMMERCIAL TRANSPORTATION AND BUILDERS RISK, ALONG WITH SOME SMALL COMMERCIAL ACCOUNTS
Additional Comments
She loves servicing her clients, and writing NB as it comes along with complex accounts. Some of her other dailies include, endorsements, quoting, and searching for the best rates, along with remarketing, , cancellations-which she tries to avoid, and following up on outstanding information. She reviews her clients files to identify opportunities for cross selling and upselling so that her clients are well protected. She is loves PL and is interested in CL as well. Pleasure to work with.
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