Commercial CSR/ Account Manager

Region: Durham Region, Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-203484
  • Description: Strong expertise in quoting, binding, renewals, remarkets, and endorsements. Skilled in policy and lease reviews, certificate issuance, invoicing, payment follow-up, and cancellation management with a proven focus on retention. Detail-oriented in updating the BMS, documenting all client interactions, and collecting required VORs and abstracts. Working on accounts up to 2M in prem, and servicing a book of approx 6.5M in prem. He is no stranger to large and complex accounts.
  • Goal: To find a stable role with a brokerage that supports growth
  • Accomplishments: N/A
  • Systems: EPIC
  • Markets: All Major Markets and MGA's
  • Years of Experience: 3 years CL CSR, 3 Years CL TSR
  • Salary: 60-65k with commission or bonus
  • Education: RIBO, Will be pursuing CAIB
  • Languages: English
  • Location: OSHAWA, MARKHAM, NEWMARKET, VAUGHAN, NORTH YORK, TORONTO
  • Area of Expertise: KIDNAP, RANSOM, TERRORISM, ACTIVE ASSAILANT, CONSTRUCTION, PROPERTY CASUALTY, EXCESS LIABILITY, LARGE COMMERCIAL, PROPERTY, REALTY, CGL, BUILDERS RISK, CRIME, BOILERS, TRANSPORTATION, FLEET,
Additional Comments
Known for effective risk analysis, educated coverage recommendations, and the ability to de-escalate complex situations. Builds excellent relationships with underwriters and clients alike, bringing a personable, service-driven approach and consistent professionalism to every account. Very likeable, great with his customers.
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