Commercial TSR_CSR

Region: Hamilton Region, Niagara Region

Work Preference: Hybrid, Office, Remote

  • ID: p-32539
  • Description: A loyal and devoted Commercial Lines licensed TSR who thrives behind-the-scenes supporting several Account Managers and their books of business. She plays a key role in managing multiple accounts, assisting with manual renewal processes, preparing proposals and binders, and coordinating all supporting documentation required for seamless account servicing. She is experienced in handling endorsements and has been an integral part of internal policy rollovers, ensuring accuracy and continuity
  • Goal: To grow her knowledge in risks, while working behind the scenes supporting a team of AM's or AE's
  • Accomplishments: Was an integral part of an internal roll over, resulting in seamless transition.
  • Systems: EPIC, Policy Works
  • Markets: All Major Markets and MGA's
  • Years of Experience: 4.5 Years
  • Salary: 60-65k
  • Education: RIBO, 4/10 CIP
  • Languages: English
  • Location: Stoney Creek, Hamilton, Dunnville, Mount Hope
  • Area of Expertise: SME BUSINESS, CONSTRUCTION, TECH COMPANIES, E&O, D&O, CGL, BUILDERS RISK, SOME EXPOSURE TO TRANSPORTATION, HOSPITALITY, SALONS, MED MALPRACTICE,
Additional Comments
She is detail-oriented and highly dependable; she consistently anticipates needs and completes work before it is requested. She takes pride in delivering accurate, organized, and timely support that allows Account Managers to focus on client relationships and growth, making her a valuable and trusted part of any commercial lines team. Additionally, her pleasant and helpful demeanour makes her an absolute pleasure to work with, along with her infectious positivity.
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