Commercial Lines CSR - Experienced

Region: Halton Region, Peel Region, Toronto Region

Work Preference: Hybrid

  • ID: P29569
  • Description: Well established CL CSR, is articulate with exceptional communication skills and knowledge. She works on SME accounts, and has a keen eye for detail. She enjoys analyzing files, looking for ways to mitigate risk and cares about ensuring her clients are protected and don't need to worry about their coverage and that they understand their policies. She is a very positive person, driven and has experience in Change Management, identifying areas to improve workflow. She is an excellent candidate.
  • Goal: To work on larger accounts, eventually being in a lead role, learning more risks, working and contributing to a well established brokerage
  • Accomplishments: Great reviews from her clients, meets expectations, and has a knack for turning cancellations into renewals.
  • Systems: EPIC, TAM, POLICY WORKS, DMS
  • Markets: All Major Markets and MGA's
  • Years of Experience: 4.5
  • Salary: 78k -80k with Bonus
  • Education: RIBO, Working on Masters in Training and Development
  • Languages: English
  • Location: Mississauga, Toronto, Oakville, Brampton
  • Area of Expertise: TRANSPORTATION, RETAIL, MANUFACTURING, REAL ESTATE, CONSTRUCTION, E&O, D&O, CYBER, CRIME, COMMERCIAL AUTO, P&C, CGL, BUILDERS RISK, BOILERS
Additional Comments
This talented individual is doing full service as a CSR, writing New Business as it presents, endorsements, cross selling and upselling, ensures every interaction with her clients is positive. She has excellent reputation with her UWs, they know her well and respect her deeply. Her professionalism, & active listening skill, allows her to de escalate situations successfully. She is also training new staff on BMS, processes, and identifying and implementing new processes for more efficiency.
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