Personal Lines Service and Sales Professional

Region: Hamilton Region, Niagara Region

Work Preference: Hybrid, Office

  • ID: p-84119
  • Description: Driven and inspired individual looking to learn it all! She is currently in a primarily sales role with some service, & is looking to move more of a service focused position with opportunity to cross sell/upsell, and secure NB when the opportunity presents. She has a go getter attitude, and breeds positivity. She is mentoring and coaching staff, has brought in 780K in NB prem. Her outgoing and positive personality adds to her success in, retaining business and outstanding customer service.
  • Goal: To lead a coach and mentor a team, eventually learn Commercial Lines eventually, so she can be a versatile asset to her brokerage
  • Accomplishments: Brought in 780k prem in New Business 2023
  • Systems: EPIC, Applied Rating
  • Markets: Dominion, echelon, Aviva, CAA, Onlia, Pafco, zenith, Wawanesa, Pembridge, Chieftain, Gore, SGI, Coachman, Most major markets. Most major portals as well
  • Years of Experience: 1.7 years
  • Salary: 55k to 65k
  • Education: RIBO is active and in good standing, AIC, Looking to pursue CIP
  • Languages: ENGLISH
  • Location: FORT ERIE, WELLAND, HAMILTON, ST. CATHERINES, NIAGRA FALLS
  • Area of Expertise: MOTORCYCLE, RV’S, MOTORHOME, AUTO, CONTENTS, WATERCRAFT
Additional Comments
In her 1.7 years of experience, she has brought in 780K in NB, along with working on a queue to bring in or bring back business. She is keen on learning Commercial Lines in the future
She builds strong relationships with her colleagues, Underwriters and Clients, and is responsible for the training and coaching of staff
Her communication and listening skills allow her to easily handle difficult conversations resulting in positive outcomes. She is a team player, who LOVES to learn
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