Personal Lines Service and Sales Broker

Region: Peel Region, York Region

Work Preference: Hybrid

  • ID: p-141638
  • Description: This candidate has been in insurance for almost 2 years. He started in an Admin role but has been a CSR for the 1/ 1/2 years. He is strong on portals, very personable and eager to learn and grow. Great personality, he can work as a team player or on his own with much ease He processes on both the BMS and the portals. He reviews renewals and remarkets when necessary. He also upsells and cross sells to round out accounts. He also quotes new clients and binds them.
  • Goal: He is looking for a new opportunity with a brokerage house that will allow him to grow his career and be able to work with a great team.
  • Accomplishments: RIBO 2023
  • Systems: SIG XP, ARS, Microsoft Products, Multiple Company Portals, Pulling of MVR, A+, HITS Reports EZITV and more
  • Markets: Aviva, Intact, Economical, Pembridge, Travelers, Pafco, Jevco, Gore, CAA, Chubb, Wawanesa, Coachman, Echelon, and more....
  • Years of Experience: 1yr 9 months
  • Salary: $57k + Commission, 3 weeks vacation, benefits Hybrid role preferred
  • Education: Sales Training: Practical Sales Course, UDEMY October 2019 – Present This course covers everything you need to know about sales: from preparing and planning, relationship building, objection handling techniques, handling objections and hidden excuses and closing the deal at a brilliant price.
  • Languages: English, Mandarin
  • Location: York and Peel areas
  • Area of Expertise: Personal Lines Service + Sales
Additional Comments
This candidate is very motivated to grow his career.
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