SR Personal Lines Account Manager (CSR)

Region: Peel Region, Will also work Remote, York Region

Work Preference: Hybrid

  • ID: p-129757
  • Description: Exceptional candidate with over 7 years experience as a CSR. She enjoys dealing with customers and is excited to advance her career. Would be interested in an Account Manager position with opportunity to make commission on NB Sales. She has experience with VIP account as well. She processes on both the BMS and multiple company portals, cross sells and up sells along with doing some new business. She reviews renewals and remarkets when necessary. She uploads NB, invoices agency bill policies.
  • Goal: To continue to work and grow in personal lines within a respected brokerage house
  • Accomplishments: RIBO, University Degree
  • Systems: EPIC, Power Broker, TAM, ARS Microsoft Product, Multiple Company Portals, Pulling of MVR, A+, HITS Reports
  • Markets: Multiple Markets + VIP Standard and Specialty Markets
  • Years of Experience: 7.5 years RIBO Licensed
  • Salary: $65k-$70K, 4 weeks vacation, benefits, commission on new business
  • Education: RIBO, University Diploma
  • Languages: English
  • Location: Peel Region , Vaughan, Woodbridge, "Hybrid position"
  • Area of Expertise: Personal Lines + VIP Accounts
Additional Comments
I really enjoyed interviewing this candidate, she is highly motivated, career focused and tech savvy. She can work as a team player or on her own with much ease.
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