Personal Lines CSR

Region: Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-98510
  • Description: My candidate is a dedicated customer service focused individual. She is servicing from an assigned email folder,quite robust, rather than a book, She responds to New Business inquiries, quotes, negotiates for best rates and gets them for her clients. She is doing remarkets, renewals, and turns cancellations into renewals with her active listening skills. She is able to handle complex situations, and de escalate independently. She is intelligent and loves what she does! She walk in ready go!
  • Goal: Learn some VIP, eventually learn commercial to be more versatile
  • Accomplishments: Exceeded targets, commended by her team for always being available to assist and help out
  • Systems: EPIC, ARS
  • Markets: ALL MAJOR PORTALS, INCLUDING PRESTIGE & INTACT FOR VIP
  • Years of Experience: 1 PL CSR, 2 years PL TSR
  • Salary: 55-60k With Commission or Bonus
  • Education: RIBO, Looking to pursue her CAIB
  • Languages: English
  • Location: NORTH YORK – DOWNTOWN, MARKHAM, VAUGHAN, CONCORD
  • Area of Expertise: Home and Auto, Some VIP - Luxury Homes, Multi Million dollar homes and cottages, jewelry, E Bikes
Additional Comments
This down to earth and highly articulate individual, goes the distance for her clients. She is helpful and attentive, and never makes them feel rushed, while still being able to stay on top of her workload, and never keep people waiting. She can multitask, and having a tsr, knows the ins and outs of the back and has no issues helping out when she can. She regularly conducts risk assessments in order to properly present additional products to her clients. She is an outstanding PL candidate.
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