Personal Lines TSR AND JR. CSR

Region: York Region

Work Preference: Hybrid, Office

  • ID: p-203485
  • Description: Enthusiastic and detail-oriented Personal Lines Technical Service Representative and RIBO aspirant in Feb, with a passion for helping clients and supporting brokers. She comes from a long line of insurance professionals and thoroughly loves insurance, enjoys assisting with paperwork and policy documentation, and follows up with AMs to make sure nothing falls through the cracks. She started in the business very young and is eager to dedicate her time to being a successful insurance professional.
  • Goal: To secure her RIBO, learn brokerage end of insurance, be an essential member to her team as a TSR and once licenced assist as a CSR with coverages
  • Accomplishments: Completed several courses in customer service, negotiations,
  • Systems: Proprietary Software, Microsoft
  • Markets: A solid amount of Portals and MGA'S such as April.
  • Years of Experience: 3+ years in Insurance Admin/TSR and Claims
  • Salary: 41-45k
  • Education: RIBO course, writing in Feb.
  • Languages: English
  • Location: Keswick, Newmarket, Markham, Richmond Hill
  • Area of Expertise: Personal lines Home and Auto, Commercial Small business and Transportation (not including fleet)
Additional Comments
Organized, reliable, and proactive, she carefully ensures quotes reconcile in the BMS and investigates any discrepancies to keep everything running smoothly. Trusted by 7+ brokers and comfortable in a fast-paced environment, she is eager to grow her knowledge of PL into a successful insurance career. She has friendly communication, client-first mindset, and willingness to learn, she takes pride in delivering accurate, efficient, and personalized support every day
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