Description: After having spend over 5 years with a Direct Writer in sales and previously as an underwriter, this well educated individual made a decision to join the brokerage side. As she was an above average producer, she took on a sales role with a brokerage, obtained her RIBO license and with two weeks of training, she was put on a desk. The expectations are high and with 30 markets to become familiar with she feels that she is doing her clients a disservice. However, she is eager to learn.
Goal: Her goal is to take a "step back" to a TSR or CSR Assistant role, so that she can learn the markets and portals well, and be well armored to jump back into sales g the markets
Accomplishments: RIBO, OTL, BA
Systems: EPIC, MS Office (Word, Excel), Outlook.
Markets: She would like to get to know the underwriting guidelines of multiple markets
Years of Experience: 1 year in sales on the brokerage side. 5 years sales for a direct underwriter
Education: BA, RIBO
Location: Peel Region
Area of Expertise: Sales
Additional Comments This candidate is very personable and would be a great asset to any brokerage.