Sr. Personal Lines CSR/Account Manager

Region: Ottawa Region

Work Preference: Hybrid, Remote

  • ID: p-22144
  • Description: An experienced Personal Lines Account Manager, she is skilled in endorsements, renewals, new business, cancellations, issuing slips of insurance, and managing remarkets. She proactively contacts clients regarding policy or premium changes, ensures they understand their coverage, and delivers timely policy documentation. With strong market knowledge and excellent relationships with underwriters, she leverages these connections to secure the best outcomes for her clients.
  • Goal: To work as an Account Manager or CSR, for a customer service oriented brokerage, where she can focus on dedicated service to her clients, without competing priority of being tasked with cold calling and production
  • Accomplishments: Her experience and knowledge, has led to high retention, and her friendly and helpful manner with upselling, and cross-selling has consistently produced results, including $150K in new business and additional coverages
  • Systems: EPIC, ARS, COMPUQUOTE
  • Markets: All Major Portals, including VIP
  • Years of Experience: 4 years as an Account Manager, 2 Years as an OTL Personal Lines Agent
  • Salary: 65k
  • Education: RIBO is active and in good standing, Enrolling in CIP in the next few months
  • Languages: English
  • Location: Ottawa
  • Area of Expertise: Home, Auto, all Personal Lines Retail, including VIP LUXURY CARS, MILLION DOLLAR HOMES, WINE, ART COLLECTIONS, JEWELRY,
Additional Comments
She takes the time to personally introduce herself to clients, building trust and ensuring they know she is their direct point of contact. Known for her exceptional customer service, approachable personality, and client-first mindset, she has achieved a high retention rate while strengthening long-term relationships. Devoted to her clients, she thrives on creating a positive, reliable, and professional experience with every interaction and touchpoint.
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