Commercial lines CSR

Region: Barrie Region, Durham Region, Guelph Region, Haldimand Norfolk Region, Halton Region, Hamilton Region, London Region, Ottawa Region, Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office

  • ID: p-155266
  • Description: Highly skilled insurance professional with extensive experience in writing new business, binding policies, and conducting thorough risk analysis to identify and mitigate potential future losses. Adept at securing the most competitive rates for clients while managing cancellations, processing endorsements, and issuing certificates of insurance with accuracy and efficiency. Servicing an 8 to 9M book while writing and quoting new business. His dedication & passion is felt through each interaction
  • Goal: To move to a nice city, with a great brokerage to call his forever work home. Grow in his career, and learn from his Sr. mentors
  • Accomplishments: While servicing a robust book of business, he also successfully brought in 30k in New Business prem. He spent two years servicing his clients he brought in himself, as well as his producers book. High retention rate with great client reviews.
  • Systems: Epic and Policy Works
  • Markets: ALL MAJOR MARKETS AND MGA’S, LOTS OF AQAINTENCES AT THE MARKETS,
  • Years of Experience: 2.5
  • Salary: 60-65k with commission
  • Education: RIBO, CRM, CIC, 4/10 CIP
  • Languages: English
  • Location: Looking to relocate to where he can find gainful employment, with a ethical and reputable brokerage. (once he has secured a job, he can be relocated to the area in two weeks)
  • Area of Expertise: CONSTRUCTION, CGL, TRANSPORTATION LIMITED EXP, CONTRACTORS, COC, WAREHOUSE, REALTY -BUILDINGS/PROPERTY, SOME CYBER EXPOSURE, E&O,
Additional Comments
Experienced in marketing and remarketing accounts, maintaining good communication with underwriters, and fostering professional relationships. Proactive in the renewal process, ensuring seamless transitions and continued client satisfaction. Skilled in creating tailored presentations and meeting clients on-site as needed to gain a deeper understanding of their operations, enabling the delivery of individualized coverages. He is very customer-oriented and loves what he does.
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