Personal Lines TSR/CSR Assistant

Region: Hamilton Region

Work Preference: Hybrid, Office

  • ID: p-158269
  • Description: This candidate that I am representing is highly motivated, career focused, tech savvy and very personable. She has worked at the same brokerage for just over 3 years and does so much. She reviews and uploads all new business, she completes the downloads every morning, processes on both the BMS TAM and multiple company portals. She reviews all renewals checking for premium increases and rating errors and then advises the CSR. She does all the renewal letters for the CSR and so much more..........
  • Goal: She is looking for a new opportunity with a brokerage house that will allow her to grow in personal lines and obtain her RIBO and work with a great team.
  • Accomplishments: High School Diploma, Social Service Worker Program, Mohawk College, Smart Serve Certification 2016, First Aid with CPR Certification 2021
  • Systems: TAM, ARS, Microsoft Products, CGI, Dash, Multiple Company Portals and more...
  • Markets: Multiple Markets
  • Years of Experience: 3.1 years with the same brokerage
  • Salary: $54k-$55k, 3 weeks vacation, benefits and a salary increase once RIBO Obtained
  • Education: High School Diploma, Social Service Worker Program, Mohawk College, Smart Serve Certification 2016, First Aid with CPR Certification 2021
  • Languages: English
  • Location: Stoney Creek, Hamilton and surrounding areas will work 5 days in office if within 20 min of her home otherwise Hybrid 2 days work from home.
  • Area of Expertise: Personal Lines Underwriting and TSR/CSR Assistant
Additional Comments
She also pulls the MVR, A+, HITS Reports through CGI and Dash. She completes quotes via ARS. She is ready for the next step by obtaining her RIBO then down the road become a CSR. This candidate is a real go-getter. She is a team player as well as being able to work independently with ease. She would be a great asset to any brokerage that hires her.
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