Experienced Personal Lines Account Manager / CSR

Region: Kitchener, Waterloo, Cambridge Region

Work Preference: Hybrid, Remote

  • ID: p-19209
  • Description: Outstanding personality, she is a client-focused personal lines expert. She has exceptional negotiation skills and strong relationships with her underwriters. She is the type of candidate that can be passed a book of business and run with it. She is ethical, can upsell and cross with ease, manages a 1.5M book, compiled of over 300 various lines of business.
  • Goal: Seeking a long-term role where she can leverage her experience, expertise, and passion for customer service actually making a meaningful impact on people's lives.
  • Accomplishments: She is the go to for new staff, training and mentoring. She has new staff, shadow her calls, to get a feeling for how to handle various situations, manage follow up and follow through with ease. While guiding Jr.s on how to de escalate, active listening and use out of the box thinking as a daily tool for success.
  • Systems: EPIC, ARS, GOLIATH
  • Markets: ALL MAJOR PORTALS, LARGE MARKETS AND MUTUALS, PREMIERE, APRIL, MGA’S, AVIVA ELITE
  • Years of Experience: 6 Years in All areas of Personal Lines of Business
  • Salary: 65k, with commision of bonus
  • Education: RIBO, Business Administration Diploma
  • Languages: English
  • Location: Wellesley ON, Kitchener Waterloo, New Hamburg, Cambridge Hybrid or Remote
  • Area of Expertise: HOME, AUTO, CONTENTS, BOATS, COTTAGES, SECONDARY HOMES, IRCA, TRAILERS, RVS, SNOWMOBILE, ATVS,
Additional Comments
Expert in managing renewals, remarkets, invoicing, billing, and full policy transactions. Skilled in risk analysis, upselling, and cross-selling to protect clients’ assets while saving them money. Highly technical and computer-savvy, with a personable approach that prioritizes listening, understanding client needs, and mitigating potential claims. Great candidate, excellent phone manner, and craves stable and stimulating employment
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