Commercial Lines CSR

Region: Hamilton Region, Niagara Region

Work Preference: Hybrid, Office, Remote

  • ID: p-68610
  • Description: OUTSTANDING CANDIDATE ALERT! This highly intelligent woman has been in the insurance industry licensed since 2017, and has been focusing on Commercial lines the last 3 years. She loves service, has an excellent phone manner, making her clients feel at ease & fully supported. She explains policies, coverages, and recommends additional products to mitigate risk. She is highly analytical and knows the behind scenes TSR processes in and out, making her an outstanding & efficient CSR.
  • Goal: To work at a stable, reputable brokerage, where she can retire from, build her career, working with a great team that shares the love of insurance great customer service.
  • Accomplishments: Several clients, contacted the president of her former employer to say how lucky they are to have her, she has received great client reviews, and gets lots of referrals for her dedication, efficiency and attentiveness
  • Systems: EPIC, Powerbroker, Policy Works
  • Markets: All Major Markets and MGA's
  • Years of Experience: 3 years in Commercial Lines- TSR/CSR , 5 years in Personal Lines
  • Salary: 56-60K plus bonus or commision
  • Education: RIBO, Wishes to pursue her CAIB, and CIP
  • Languages: English
  • Location: Hamilton - Ancaster, Stoney Creek, St Catherines, Niagara Region
  • Area of Expertise: TATTOO, HOSPITALITY, SMALL CONTRACTORS, CGL, CONSTRUCTION, E&O, D&O, BUILDERS RISK, FLEET, SECURITY – PRIVATE INVESTIGATORS, CYBER, CRIME, VACANT LAND, CONDO, A LOT OF P&C EXPOSURE, LIABILITY, SOME EXPOSURE SURETY
Additional Comments
This candidate has done it all, policy changes, start to finish service, starting claims process, negotiating for the best rates, remarkets, and renewals, endorsements, file analysis, invoicing and payment. She has a knack for turning cancellations into renewals, and truly listens to her clients needs, allowing her build a strong trusting relationship with her clients. She is working on SME accounts, servicing a 250k book. She is highly knowledgeable and has experience in all areas.
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