Jr. CL CSR

Region: Halton Region, Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-206455
  • Description: A detail-oriented Junior Commercial CSR/TSR with a strong foundation in accounting, bringing a sharp eye for numbers, accuracy, and financial precision to every aspect of the role. He supports Account Managers and Producers across a wide range of service functions. While servicing assigned accounts.
  • Goal: To grow his knowledge base with a supportive team
  • Accomplishments: After obtaining his RIBO, he was quickly starting to service accounts given him due to his ability to learn and accuracy
  • Systems: EPIC, TAM
  • Markets: All Major Markets and MGA's
  • Years of Experience: 1+
  • Salary: 50-53k
  • Education: RIBO, February 2025
  • Languages: English
  • Location: Etobicoke, Oakville, Mississauga, Vaughan, GTA, North York, Concord/Vaughan
  • Area of Expertise: SME - CONSTRUCTION, PLUMBING, CONTRACTORS, TSR – ASSISTED WITH EVENTS, SCHOOLS
Additional Comments
His responsibilities include issuing certificates of insurance, processing endorsements, managing renewals, invoicing, and assisting with overdue payments. He is highly proficient in maintaining and updating the BMS, ensuring all client records and policy details are accurate and up to date. Very pleasant to speak with, understanding and attentive.
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