Commercial TSR/CSR

Region: Halton Region, Hamilton Region, Peel Region

Work Preference: Hybrid, Remote

  • ID: P48181
  • Description: This intelligent eager TSR, has obtained her RIBO and has been training for 7 months to be a CSR, so she can assist behind the scenes as well as take on CSR duties while learning to help with coverage if stort staff, or a higher workload. She is highly intelligent and very personable. She has many years of Customer service and Administrative experience behind her and a solid knowledge of various risks. She is doing all but quoting, which is hoping to be trained on overtime. Wonderful woman.
  • Goal: To be mentored and trained in service and quoting, while supporting her team as a TSR
  • Accomplishments: Has received many commendations from her managers for her ability to complete analytical tasks, keen eye for detail, and her dedicated commitment and service to her team
  • Systems: Epic
  • Markets: All Major Markets and MGA's
  • Years of Experience: 2 years CL TSR, 7 MONTHS training as a CSR RIBO LICENSED
  • Salary: 52K with the opportunity to be trained in service
  • Education: RIBO, Would like to take her CAIB in future
  • Languages: English
  • Location: Oakville - MISSISSAUGA, TORONTO, BURLINGTON, HAMILTON,
  • Area of Expertise: CONSTRUCTION RISK, HOSPITALITY, E&O, D&O, LIABILITY, REAL ESTATE AND VACANT LAND, BUILDERS RISK, CGL, COMMERCIAL FLEET/TRANSPORTATION, CYBER,
Additional Comments
This outstanding admin wizard is doing all the behind the scenes work, from issuing slips, endorsements, collecting all new documents for renewals, cancellations, invoicing, calculating premiums, process and review New Business policy declarations, contract reviews and requirements for various certs, monitor and process incoming email, process small and large business endorsements, are just a few of the many ways she supports her team. She is getting more talk time with clients now RIBO’d.
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