Personal Lines Sales and Service

Region: Kitchener, Waterloo, Cambridge Region

Work Preference: Hybrid, Office

  • ID: p-49072
  • Description: This well educated Insurance professional is looking for change. He cross sells and upsells, He pulls MVR’S A+, HITS, EZITV, he handles claims, he quotes home and auto as well as processes on both the BMS and the portals and writes new business. After speaking with him I was very impressed for starters with his telephone presence; he was articulate, exuded confidence and was very clear about his goals. He has a positive attitude, has professional work ethics and a solid background.
  • Goal: He would like a company that is solid (no call center's) and either a CSR position or an in house underwriter. Seeking to learn underwriter to review guidelines for bind policies.
  • Accomplishments: Learning underwriting skills and techniques
  • Systems: Power Broker, Microsoft word, excel, power point and troubleshooting computers.
  • Markets: All major markets
  • Years of Experience: almost 5 years in the insurance industry. Prior to this he has a training background in a non insurance call center environment and more......
  • Salary: $58K
  • Education: RIBO licensed, CIP courses ongoing, CRM, BBA honours
  • Languages: English
  • Location: Kitchener, Waterloo, Cambridge area.
  • Area of Expertise: Auto & Property
Additional Comments
He has been motivated and driven, as an Insurance broker in personal lines for 4 years. He is a meticulous perfectionist.
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