Personal Lines TSR

Region: York Region

Work Preference: Hybrid, Remote

  • ID: p-22111
  • Description: Seasoned Customer Service and Administrative professional and Account Analyst, with over 10 years of Customer Service in a call center environment and 2.5 years working as a Pre Qualifying Insurance Agent. She goes above and beyond to ensure her clients are informed of products available, their files are current, and any inquiries are responded to in a timely fashion. Friendly nature attracts warm leads from her calls, then are sent to Agents to close the sale & completes the back end work.
  • Goal: To obtain her RIBO ASAP, learn more about the insurance industry, learn from the best in the business, and be a loyal long term addition to a supportive and reputable Brokerage
  • Accomplishments: Commended by her team lead as the most efficient Associate at her brokerage and exceeding her call targets of 95/month
  • Systems: Proprietary Software
  • Markets: Aviva, CAA
  • Years of Experience: 3
  • Salary: 48k-50k
  • Education: Studying for her RIBO
  • Languages: English
  • Location: THORNHILL, RICHMOND HILL, VAUGHAN, MARKHAM - or REMOTE in any other location, aware she is to be in office for training and likes to meet her team.
  • Area of Expertise: Home and Auto
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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