Commercial Account Manager/CSR

Region: Halton Region, Hamilton Region, Niagara Region

Work Preference: Hybrid, Remote

  • ID: p-5743
  • Description: This incredible candidate has a lifetime of experience packed into 2 years. She has serviced Books in the 2.3M range, large and med accounts. She has done it all from taking NB calls, writes NB, remarkets, renewals and has a knack for getting the best rates, by not limiting herself to specific markets. She is well known by the UW's, and is proud of those relationships. She stays abreast on market changes to keep her clients informed on comparative rates, and explains market situations.
  • Goal: To work in a positive team environment, that is diverse, non discriminatory. She wants to go into work smiling, and sleep well knowing her clients have been taken care of, excited what the next day will bring. She is always wanting to learn and be exposed to new risks, new approached, and loves new insights, hence why team and good culture is so important to her.
  • Accomplishments: Exceeded targets for upselling and cross selling, along with maintaining a high retention rate, and many commendable reviews
  • Systems: EPIC, SIG XP, ARS, SALESFORCE, SALESFORCE – PROPRIETARY SOFTWARE, GUIDEWIRE
  • Markets: ALL MAJOR MARKETS, MGA’S
  • Years of Experience: 2 YEARS CL, and 2 years in PL, 1 year TSR
  • Salary: 67-70k
  • Education: RIBO, CAIB
  • Languages: English, Hindi
  • Location: Hamilton, Oakville, Burlington, Niagara Region, St. Catherines, Stoney Creek - Hybrid
  • Area of Expertise: RENTALS, MEDICAL MALPRACTICE, SPAS, CONSTRUCTION, IRCA FLEET, PROPERTY AND HOSPITALITY, CONTRACTORS, CGL, P &C, CYBER, SPORTS, PLUMBER, ELECTRICIANS, CRIME, EQUIPMENT BREAKDOWN
Additional Comments
She has worked on BOB, as well as on a queue, and prides herself on knowing her clients and what they need so she knows exactly where to send them. She is fully educated on the Policy Life Cycle. She is more interested in working in a healthy environment, where she can provide great service over monetary value. She is looking for a long term role, settle in her career, share and develop her skills in order to be a great broker, colleague and employee. She is a rare find.
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