Commercial Lines TSR - RIBO Jr. CL CSR

Region: Toronto Region, York Region

Work Preference: Hybrid, Office

  • ID: p-26599
  • Description: The backend mastermind! This outstanding individual has assisted her AM/CSR's on policies up to 1M in prem. She has extensive knowledge of loss history analysis, policy analysis, renewals, certificates of insurance, and a variety of risks. In addition, she occasionally submitted applications and answered calls from clients asking for any missing or inaccurate documentation. Having open lines of communication with her CSRs allowed for a smooth, well-structured workflow and increased productivity.
  • Goal: To learn about more risks, and expand her service knowledge so that she can assist her team with any vacation coverage as she is licenced.
  • Accomplishments: Frequently asked to train to new TSR, the go to for all back end needs. Relied on to get the job done, timely and accurately.
  • Systems: EPIC, TAM, POLICYWORKS
  • Markets: LLOYD'S, MGA’S, AND MOST MAJOR MARKETS
  • Years of Experience: 2 years CL TSR, 4 years as PL AM.
  • Salary: 60k
  • Education: RIBO
  • Languages: English
  • Location: RICHMOND HILL, NORTH YORK, WOODBRIDGE, CONCORD, VAUGHAN, KESWICK, MARKHAM,
  • Area of Expertise: HEAVY ROOFING, HEAVY CONSTRUCTION, CYBER, CONTRACTORS, CGL, E&O, D&O, WAREHOUSE, POLLUTION, ENVIRONMENT, BOILERS, ENVIRONMENTAL, REALTY AND MORE
Additional Comments
Outstanding communicator, creative thinker, and skilled in client review, documentation, and policy. She is a seasoned CL TSR who hopes to become familiar with her brokerage’s procedures and advance as a long-term worker. She is fascinated by commercial lines, which motivates her to keep learning more. She is a wizard behind the scenes and aspires to become a CSR eventually. With four years of experience as a PL AM, she takes great pride in her work ethic. A promising future is in store!
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