Personal Lines Account Manager

Region: Guelph Region, Haldimand Norfolk Region, Kitchener, Waterloo, Cambridge Region, London Region, Will also work Remote

Work Preference: Hybrid, Office, Remote

  • ID: p-98440
  • Description: Introducing a Highly motivated RIBO licensed personal lines CSR who enjoys her interactions with her clients and loves being part a great team. She can work as a team player or on her own with much ease. She processes endorsements, cancellations, reinstatements both on the BWS and numerous company portals. She also cross sells and upsells to round out accounts. She reviews renewals and remarkets when necessary. She pulls MVR, A+, HITS reports and EZITV for property.
  • Goal: To work for a brokerage where she would have a book of business to work with and build great relationships with her clients
  • Accomplishments: RIBO
  • Systems: Pivotal, ARS, multiple company portals, Microsoft products
  • Markets: 20+ markets
  • Years of Experience: under 1 year
  • Salary: $45k-$48k 3 weeks vacation, bonus/commission on new business, benefits
  • Education: RIBO 2023
  • Languages: English
  • Location: Windsor, Ontario and surrounding area
  • Area of Expertise: Personal Lines Service
Additional Comments
I really enjoyed interviewing this candidate, she is very motivated and career focused. Her first position within insurance was not a good environment as she felt customer service and retention was not their focus. She believes customer service is a vital part of being a service broker.

I feel she would be an excellent addition to any brokerage house that hires her. She is ok with coming into the office daily if within 25k of her home or a “hybrid” role if a further distance.
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