Personal Lines Service and Sales Broker

Region: York Region

Work Preference: Hybrid, Office

  • ID: p-143089
  • Description: This candidate that I am representing is a highly motivated career focused personal lines CSR. She started her career in May of 2023 as an admin for a brokerage and then once she obtained her RIBO she moved into a CSR position servicing clients and doing some sales. She remarkets if necessary. She processes on both the BMS and multiple portals as well as claims handling. She thoroughly enjoys servicing her clients and building relationships. She helps them find the right coverages they need.
  • Goal: She is looking for a new opportunity with a brokerage house that will allow her to grow her 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: 1
  • Salary: $50k + Commission, 3 weeks vacation, benefits Hybrid role preffered
  • Education: Diploma in Social Service Work Seneca College - Toronto, ON RIBO 2023
  • Languages: English
  • Location: York and Surrounding areas (She resides in Vaughan)
  • Area of Expertise: Personal Lines Service + Sales
Additional Comments
This candidate was a joy to interview she is very personable and would be a great asset to any brokerage that hires her. She can work as a team player as well as on her own with much ease.
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