Personal Lines TSR

Region: York Region

Work Preference: Hybrid, Remote

Additional Comments
Flawless documentation and summaries. Taking high volume calls, answering inquiries, investigating and resolving any discrepancies. Reviews profiles and contacts carriers, updates broker, reviews files for errors and makes corrections, processes banking transactions, makes changes to client record. Arranging payment plans and provides detailed explanation for any cancellations to her clients. She is experienced, meticulous, strong attention to detail make her an excellent TSR and future CSR.
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