Personal Lines CSR

Region: Halton Region, Hamilton Region, Peel Region

Work Preference: Hybrid, Office, Remote

  • ID: p-136654
  • Description: Highly skilled & well spoken, PL broker with 5 years experience. She spent 1.5 years exploring PL Adjusting, and realized she misses the clients, interactions, negotiations and relationship building, the excitement of finding the best rates! She serviced and added to a 600k BOB, worked with a high volume of calls providing exemplary service & writing NB. Seeking an established brokerage, to do great things for her clients, career & brokerage! She learns quickly, and is quite driven
  • Goal: To return to PL Service and Sales, resume her success in servicing and sales with a team oriented brokerage, that offers stability
  • Accomplishments: Surpassed her sales targets, had a high retention rate and many positive client reviews
  • Systems: Guidewire, Proprietary Software - Currently is having a colleague who is a broker, train her on EPIC.
  • Markets: Guidewire (learns quickly, and feels she can learn to navigate the portals in no time)
  • Years of Experience: 5 years as a PL broker, 1.5 years an adjuster
  • Salary: 45k plus Commission
  • Education: RIBO conversion from OTL, 5/10 CIP courses completed
  • Languages: English, Hindi and Punjabi
  • Location: BRAMPTON MISSISSAUGA, BURLINGTON, HAMILTON, OAKVILLE, STONEY CREEK,
  • Area of Expertise: Home and Auto, Motorcycle, Tenant
Additional Comments
A true professional & people person who wants to help clients protect their assets while making the process seamless. She knows the complexities of insurance & ensures her clients understand. She wants to move to a brokerage, so she can have more options to secure the best rates for her clients. She is well versed in PL, start to finish service, from NB to renewals and all that lies in between. Excited to return to PL as a CSR/AM learning from her team, while providing outstanding service.
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