Personal Lines Service and Sales Broker

Region: Niagara Region, Will also work Remote

Work Preference: Hybrid, Office, Remote

  • ID: p-26038
  • Description: Introducing a 4+ years Insurance professional who is RIBO Licensed and has her AIC. She enjoys both service and sales especially customer service as that is #1 for her. She started her career is sales and after 3 years moved to a brokerage in service with the ability to sell also. She is familiar with multiple portals and processes on these and the BMS.. She looks after claims for clients and also educates them on the types of coverage they require while giving them the best price.
  • Goal: To continue to work and grow in personal lines within a respected brokerage house
  • Accomplishments: RIBO 2020, AIC 2020
  • Systems: EPIC, ARS, Microsoft Products, Pulling of MVR, A+ and HITS Reports, and EZITV, Multiple Company Portals
  • Markets: 20+ markets including Economical, Gore Mutual, Aviva, Intact, Jevco, Halwell, CAA, Pembridge, Pafco, SGI, Forward, Premier…….and more.
  • Years of Experience: 4+ years
  • Salary: $55k + Commission, 3 weeks vacation, Benefits, Hybrid or in office if close to her home or anywhere remote
  • Education: Secondary School in Office Administration Niagara College - Niagara-on-the-Lake, ON September 2018 to April 2019
  • Languages: English
  • Location: Niagara and surrounding areas, Welland, St. Catharine's, Fonthill, Grimsby, Port Colborne, OR anywhere remote
  • Area of Expertise: Personal Lines Service and Sales as well as she cross sells and upsells to round out accounts
Additional Comments
I found this candidate very friendly, bubbly, passionate about customer service, she is also very comfortable with a call center environment.
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