SR Personal Lines CSR+ Sales

Region: Will also work Remote, Windsor Region

Work Preference: Hybrid

  • ID: p-146587
  • Description: Introducing a almost 7 year RIBO licensed personal lines CSR +Sales Broker. She is highly motivated, career focused, and very tech savvy. She processes on the BMS along with multiple company portals. She services her clients and also does sales getting 30% commission. She cross sells and upsells to round out accounts. She recently took a new position but then found out that they had been sold and so she is currently looking for a new position as she fears job security.
  • Goal: To continue to work and grow in personal lines within a respected brokerage house
  • Accomplishments: RIBO 2018
  • Systems: EPIC, Pivotel, SIG XP, ARS, Multiple Company Portals, Pulling of MVR, A+, HITS reports and EZITV, Microsoft Products and more
  • Markets: Aviva, Intact, Economical, Pembridge, , Pafco, Jevco, Unica, CAA, RSA, Wawanesa, Heartland, Coachman, Echelon, Zenith, and more....
  • Years of Experience: 6.7 years (6 years with the same brokerage in a call center)
  • Salary: $60k-$62k + 30% commission on NB
  • Education: St. Clair College, Windsor, Ontario Ontario College Graduate Certificate in Autism & Behavioural Science September 2011 to June 2012 University of Windsor, Windsor, Ontario Bachelor of Arts (Honours) Developmental Psychology (Minor in Philosophy) September 2006 to June 2010
  • Languages: English
  • Location: Windsor and surrounding areas Hybrid or anywhere Remote
  • Area of Expertise: Personal Lines Service and Sales as well as she cross sells and upsells to round out accounts, claims handling and more
Additional Comments
I thoroughly enjoyed interviewing this candidate. She has such a pleasant telephone manner and is career focused. She would be a great asset to any brokerage that hires her.
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