Additional Comments: Solid understanding of personal insurance products, policy coverage, and claims processes.
Skilled in building and maintaining strong relationships with policyholders through effective communication and personalized service.
Capable of interpreting insurance policies and explaining coverage details to clients in a clear and accessible manner.
Proven ability to address customer concerns, navigate claim inquiries, and facilitate timely resolutions.
Diligent in maintaining accurate records
Goal: Feels he has so much more to give, and would like the opportunity to work with a company, who will work with him on his visions and implementation suggestions, as his track record has been very successful in doing so. He is also interested in eventually learning more about Commercial Lines, should the opportunity arise.
Years of Experience: 3 Years as a Personal Lines Manager, 6 Years in home and auto OTL, 7 years as a SR. PL Underwriter - specialty vintage cars, VIP Clientele, Multi Million dollar homes, fine art, high value items,
Additional Comments: Throughout his career in PL, he has been in a leadership role, whether it be the company side, or the Broker side. He ensures his team hits sales targets, coming up with creative ways to bring on new markets, always working on his own and his teams personal growth and development, team seminars to stay up to date on new products, regulations etc. Provides a welcoming environment for his team to ask questions, while servicing a ROBUST Book, exceeding his own sales targets. He is a born leader
Additional Comments: She is a highly motivated and well versed Commercial CSR and with her international experience combined with her ON experience, would make for an exceptional Underwriter. She has experience in supervisory UW capacity internationally. As an ON broker, negotiated with UW's, developed relationships with all levels of the organization. She has exemplary communication and assists with Underwriting submissions, to issuing slips of Ins, and a drive to make her dream of being an UW into a reality.
Goal: To learn and work with More Risks in a friendly and established brokerage. Building and maintaining relationships with her team is that is something very important to her.
Systems: POWERBROKER, EPIC APPLIED RATING, PROPRIETARY SOFTWARE, SHE PICKS UP VERY QUICKLY ON NEW DATABASES
Additional Comments: Outstanding negotiator and has a high success rate of obtaining the best rates for her clients. Her client retention is high, as she is a friendly and diligent Account Manger who goes to bat for her clients. She is looking to move into an Account Manager role, where she can service, upsell and cross sell to her clients. She an excellent rapport with her team, UW and clients, which has lead to many referrals and a high retention rate. She is an Exceptional Candidate and wonderful to work with
Goal: To obtain her RIBO license and move into an Account Manager/CSR role in a diverse and collaborative environment that will offer mentorship and support, so that she in return can be an asset to her brokerage
Systems: Power Broker and Applied One Way Integration (Similar to Applied Rating)
Years of Experience: 4 years of Customer Service and 6 months of PL TSR experience
Education: Looking to write her RIBO in early 2024
Additional Comments: She is a quick learner, and eager to dive deeper into her Personal Lines Career. She is experienced answering a high volume of calls, as well as other administrative duties such as
- Uploading New Business/Policies
- Processing endorsements for In-Force policies, creating and submitting applications
- Policy changes adding and removing lines, updating the data base
- Managing Underwriter and Producer calls accordingly in a friendly and helpful manner
Additional Comments: •Has a strong background working with high volume of calls and inquiries, able to prioritize and meet deadlines
•He has a strong background in quoting, issuing policies, endorsements, updating client records, upselling and cross selling, cancellations and analyzing the clients needs and making recommendations based off the individual need
•He is also very familiar with high value and VIP clients, such as ATV policies, snowmobiles, pleasure and marine crafts, jewelry, various high net work assets
Goal: To make a name of himself in the industry, THIS IS A DREAM FOR HIM NOT A CAREER and he takes his job very seriously. Would love to learn Commercial Lines as well if given the opportunity
Additional Comments: Friendly, dressed for success, and highly professional telephone manner
He prides himself on never losing a client, being able to efficiently and effectively sell, upsell/cross to his clients and retain their business
Manages high volumes of calls, ensuring calls are returned in a timely manner to ensure his clients know they are a priority
Not only hits hits sales argets but surpasses them With a customer-centric mindset and a commitment to excellence, he is on track to be a leader in PL Field
Goal: To bring her knowledge to a new team, and provide new insights on work flows, and assess room for improvement, while positively encouraging and assisting staff develop and add to the overall success of the brokerage.
Additional Comments: With a keen understanding of the unique needs and concerns of her clients, she is committed to delivering unparalleled service and ensuring peace of mind through meticulously crafted insurance plans, along with teaching these skills and strategies to her staff in order to ensure productivity for the individual, the team and brokerage. She is a wonderful person to speak with, with profound knowledge in her field, a commitment to excellence, and developing a successful team make her an asset
Additional Comments: Great Candidate works in a Specialized Construction role, big projects, P3s, CCDCs, Large Residential developments, Condos, Retails Developments, Infrastructure.
Working Directly with Project Managers and his team to develop a comprehensive risk management program.
Looking for a HYBRID Opportunity where he can continue to grow and develop in his career with a great company.
Positive Mature attitude, Dedicated individual.
Goal: He is looking to obtain a Position as CSR/AM, where he can service clients, advise them of products to best protect them, and educate them. Learning from established brokers, continuing his education, gaining more exposure to risks, working with larger accounts and pushing himself to be a Leader in his field
Additional Comments: Highly experienced in communicating with clients to understand their needs, provide guidance on policy options, offers assistance with claims, processing endorsements, issuing certs identifying opportunities to cross-sell or upsell additional products to his clients based on their evolving needs and changes in their business operations. He is charming, with a wide range of CL experience, making him not only an outstanding candidate for CL CSR/AM but an essential & friendly member of YOUR team!