Commercial Lines CSR

Region: Halton Region, Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-83029
  • Description: Lovely individual with experience in Sales and Service. She LOVES working in customer service and is wanting a role that will allow her to be more client facing. She is a CL CSR at a small company that allows min client interaction for CSR. She services the books of 5 producers, approx 1.5M in prem. She has a great eye for detail, as she is responsible for reviewing all documents and policies, along with quotes from her UW. She has a desire to branch into more complex risks, and be a true CSR
  • Goal: To work at a brokerage that has more markets, and risks, so she can grow her knowledge and experience. She is also looking to work at a company where she can be a true CSR and interact with clients, she has a great personality and loves interacting with people
  • Accomplishments: Generated highest volumes of Accounts Company wide and was recognized for that (2015-2016), Successfully Managed a 4M Book in her home country,
  • Systems: COMPU QUOTE, ACTURIS, TAM
  • Markets: All Major Markets and MGA's
  • Years of Experience: 20 years of Insurance exp. 2 Years CL CSR, 5 Years PL Sales in ON, 13 YEARS - 2009 to 2017 in UW+Risk Management + Client Relations Manager in India, and Business Development Manager-Japanese and Korean Division
  • Salary: 70k plus Bonus or Commission
  • Education: RIBO, 3/4 CAIB,
  • Languages: English, Hindi,
  • Location: TORONTO, OAKVILLE, VAUGHAN, BURLINGTON
  • Area of Expertise: TRANSPORTATION, CYBER, E&O, D&O, SMALL BUSINESS, CONTRACTORS, CGL, SME Accounts, Marine ins in her home country
Additional Comments
She has experience from her days in PL on upselling and cross selling, developing great relationships with her clients. Now in CL, she is servicing multiple books, data entry, preparing quotes, endorsements, renewals, preparing her own service target achievement reports, which she exceeds regularly. She comes with 14 years of previous ins experience out of country, which adds to her customer service ability. She seeks challenge and stimulation, going above and beyond for her clients!
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