Personal Lines Account Manager

Region: Ottawa Region, Will also work Remote

Work Preference: Hybrid, Remote

  • ID: p-27721
  • Description: Introducing a 3 year RIBO licensed personal lines CSR who is career focused, motivated and tech savvy. She knows personal lines very well. She recently moved to the Ottawa area and is looking for a position closer to home. She would like to join a great brokerage house whereby she can be part of a great team. She enjoys servicing her clients and helping them with their insurance needs along with the claim process. She processes both on the BMS and multiple company portals.
  • Goal: To join a brokerage close to her new home and continue as a personal lines CSR along with commencing the CIP courses and grow with the company
  • Accomplishments: RIBO 2020 looking to commence the CIP courses this fall
  • Systems: Power Broker, EPIC, ARS, Microsoft Products, Multiple Company Portals, Pulling of MVR, A+, HITS Reports and EZITV
  • Markets: Aviva, Intact, Economical, Perth, Pembridge, Travelers, Pafco, Jevco, Unica, CAA, Wawanesa, Unica, Coachman, Echelon, and more..
  • Years of Experience: 3
  • Salary: $53k-$55k, 3 weeks, benefits
  • Education: RIBO, Doctorate in Electrical Engineering-Technician
  • Languages: English
  • Location: Ottawa, Pembroke
  • Area of Expertise: Personal Lines Service
Additional Comments
This candidate would be a great addition to any brokerage that hires her. Very personable, she can work as a team player or on her own with much ease.

She would prefer a “remote” position but would be ok with “hybrid” 1-2 days in the office.
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