Commercial CSR

Region: Durham Region

Work Preference: Hybrid, Remote

  • ID: p-140086
  • Description: Jr. CL CSR, seeking to grow her knowledge base, utilize her current experience in making every customer experience an exceptional one. She started in UW, and is now providing full service for in the house Book of Business; prem approx 1M. She has written 120k in New Business prem, exceeding her sales targets and receiving commendations from Upper Management on her success in sales and Customer Service. She is providing start to finish Customer Service, with a high retention rate.
  • Goal: To gain more experience in Commercial Lines, learn more risks, and become a more versatile and essential member of a positive and collaborative team
  • Accomplishments: Awarded top sales broker for two quarters, on the social gathering committee.
  • Systems: EPIC, Applied Rating
  • Markets: PEMBRIDGE, AVIVA, INTACT, ECHELON, SGI, MOST MAJOR PORTALS and MGA's
  • Years of Experience: 1 in Commercial Insurance, 10 years of Customer Service
  • Salary: 55k
  • Education: RIBO, Will be pursuing her CAIB this year
  • Languages: English`
  • Location: Pickering, Durham Region
  • Area of Expertise: COMMERCIAL AUTO , FLEET, BUILDERS RISK, CGL, CYBER, CRIME, P &C
Additional Comments
Charming and positive Customer Centric CSR, set out to learn as much as she can. She has been in customer service for many years, and is highly skilled in providing exemplary service. She loves the challenges CL Ins presents and is excited to work with various risks & clients. She has great connections with UWs-they ALL know her! She is a full start to finish broker, looking for a brokerage closer to her new home, where she can grow, learn and retire from.
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