Personal Lines CSR (Account Manager)

Region: Toronto Region, York Region

Work Preference: Hybrid, Office

  • ID: p-203989
  • Description: Introducing a highly motivated RIBO licensed personal lines broker in service. He processes endorsements, cancellations, claims notices, banking change info on both the BMS and multiple company portals. He enjoys his interactions with his clients and helping them with choosing the right coverages. He also gives claims advice as well as cross selling and upselling. He reviews renewals and remarkets when necessary. He is looking for a position whereby he can do service and also some sales.
  • Goal: He is looking for a new opportunity with a brokerage house that will allow him to grow his career and be able to work with a great team.
  • Accomplishments: RIBO
  • Systems: EPIC, Microsoft Products, ARS, CGI, EZITV, Company Portals
  • Markets: Multiple
  • Years of Experience: just under 1 year
  • Salary: $58k-$60k+ commission, 3 weeks vacation, benefits HYBRID or in office if close to home
  • Education: Mechanical Engineering – Technician Design
  • Languages: English, Hindi
  • Location: York and surrounding areas, Toronto and surrounding areas Hybrid or in office if close to home
  • Area of Expertise: Customer Service Specialist
Additional Comments
This candidate is both a team player and someone who can work on his own with much ease. He has a great work ethic and I could clearly see that is definitely a customer service guru. He would like to commence either the CAIB or CIP courses, He works closely with the sales dept and the underwriting dept.
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