PL Insurance Advisor looking to obtain a PL CSR role
Region: Durham Region, Toronto Region, York Region
Work Preference: Hybrid, Remote
ID: P-161932
Description: Well spoken and personable insurance professional with 3 years of experience as a PL Insurance Advisor. Candidate is seeking a role as a Personal Lines CSR as he feels there is more opportunity for growth at a brokerage. Holds an OTL which he is prepared to transfer to a RIBO license. Candidate has experience with underwriting, reviewing policy documents, billing, and more! Consistently surpassed monthly targets with 20+ new business sales and 20+ cross-sales. Pursuing CIP designation.
Goal: To obtain a PL CSR role at an insurance brokerage
Accomplishments: Pursuing CIP Designation
Systems: Excel / PowerPoint
Markets: N/A
Years of Experience: 3 years of experience as an Insurance Advisor
Salary: $65K (negotiable)
Education: OTL to be transferred to RIBO license / University Degree - Bachelor's of Commerce / College Diploma in Finance and Accounting
Languages: English / Trilingual
Location: Scarborough - Willing to commute to Oshawa, Markham, Newmarket, Richmond Hill
Area of Expertise: Personal Lines Service and Sales