Personal Lines Account Manager/CSR

Region: Durham Region

Work Preference: Hybrid

  • ID: p-192792
  • Description: My candidate is a highly personable CSR with extensive experience managing both existing clientele and new business in high volume call center environments. Skilled in renewals, remarkets, endorsements, client changes, and policy cancellations—always striving to retain business by securing the best rates and coverage. Known by underwriters on a first-name basis for professionalism and collaborative approach. She is customer-focused and a joy to deal with.
  • Goal: To secure full time employment with a company long term. She has gone through several merges, with location changes, and bankruptcy leaving her laid off, or unable to make the commute. She seeks stability
  • Accomplishments: Excellent ratings from her clients, receives many referrals from satisfied customers. Able to prioritize, while managing an entire branches servicing.
  • Systems: Epic, Rating Service, Sales force and PAS.
  • Markets: all the most common carriers. Wawanesa, Aviva, Economical, SGI, Chapman, Intact, Jevco and more
  • Years of Experience: 3
  • Salary: 64k - 68k
  • Education: RIBO once employed, 2/10 CIP courses
  • Languages: English
  • Location: Oshawa - can travel within 15kms
  • Area of Expertise: Home and Auto, Boats, Right handed vehicles, Luxury cars
Additional Comments
Brings experience from high-volume call center environments, adept at handling difficult conversations with empathy and clarity. Skilled at explaining complex insurance changes, such as premium increases, in a way that keeps clients informed and reassured. Passionate about helping clients, earning numerous referrals & positive reviews thanks to a diligent, friendly, & approachable personality. Her commitment, loyalty and positive demeanor bring light and positivity to her clients and colleagues
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