Goal: To continuously learn and be mentored by leaders in the industry, this is her career and she is always interested in growing her knowledge in order to service her client to the best of her ability
Additional Comments: She has a deep understanding of the unique challenges and opportunities faced by contractors and surety providers alike, and is readily available to assist with their needs and answer questions. She is accustomed to a fast past work environment due to the nature of her role, and replies to inquiries from clients with haste. Her unwavering commitment to client success & industry expertise make her a trusted partner in the construction community. She is passionate, driven and overall outstanding
Goal: Her current situation doesn't allow for client correspondence directly, it's more email based, she wants to be in a role where she can connect with clients, build those relationships, in doing so, alleviates room for error or mis context. Her clients can see and feel her dedication to them this way, allowing her great success in obtaining referrals and a high retention rate. She wants to be servicing a book, where direct client interaction, whether over the phone, in person and email if requested, is encouraged and allowed. To be in a healthy work environment long term.
Additional Comments: She is providing start to finish service, with cross selling, upselling and bringing in NB as it comes. She attends regular events to meet the UW face to face, to build relationships with them, and have strong connections, for negotiations and positive interactions. She is managing a robust book of business, prepares her renewals 60 days in advance, remarketing, and putting all her efforts into obtaining the lowest rates for her clients. She is making one last move, where she can call home.
Additional Comments: Highly individual, having been with the same company for over 14 years, she has worked in retention, sales and service and has 10 years of experience in a leadership capacity. She is confident in her ability to manage a successful team, providing guidance, implementing new processes for improvement, while creating a positive safe space for her team to approach her for any support. She is also very analytical, and reviews metrics, seeking out any areas for improvement. Natural Leader.
Goal: She is currently working in Cross Border Soley, and would like to utilize her expertise in other risks, different accounts, take on more responsibility and not be confined to one niche area.
Additional Comments: With a keen eye for detail and strong background in not just the service peice of CL, but the back end work. She is processing endorsements, invoicing, renewals and pre renewal notices, high volume of email correspondence for her overseas accounts, writing NB, issuing certs of ins, and most importantly getting her clients the best rates. She articulates inquiries re policies clearly and precisely & resolves discrepancies, and diffuses difficult situations. She is an outstanding candidate 💫
Additional Comments: Duties Include: Answering calls on a queue, making policy changes, advising clients of additional products to add extra protection based on their file review, endorsements, issuing slips of insurance, claims calls, getting better rates for any renewal calls he gets. He is also doing remarkets and writing NB. He has consistently met his sales targets, and hits 100% on his performance reviews. He is a young energetic broker with a high level of knowledge & the skills to be successful quickly 🌟
Years of Experience: 2 years Personal Lines Account Associate for a US brokerage, promoted to Account Manager 2 years. 5 Months Commercial Lines TSR for ON based brokerage
Additional Comments: She is accustomed to client facing service, quoting and writing NB, negotiations with UWs, built strong relationships with industry professionals and clients. As a TSR in CL she is assisting on large accounts up to 1 mil in prem, processing endorsements, issuing slips and certs of ins, sending out renewals, document preparation, answering client emails swiftly to ensure they feel a priority, and answering any non sales related questions, in addition to setting up new contracts for financing.
Additional Comments: Some of her daily duties are creating Bonds, invoicing, issuing Certs of Ins, renewals, creates enclosure letters and sends to Producers, Invoicing and assists brokers with review of their work for errors, document review. Thrives on innovation and adaptability, leveraging technology and industry insights to stay ahead of the curve. This enables her to offer forward-thinking solutions. In the fast-paced world of insurance, she meets deadlines and ensures timely completion of tasks.
Goal: To obtain a Stable position in the industry, with opportunity for growth, working with more risk, obtaining her CAIB, and eventually taking on a managerial role
Systems: Applied Epic (Applied Systems) | Salesforce | Gias/Genelco (Concentrix Software) | Microsoft Suites Programs |Adobe/PDF | Zendesk| Google Sheets
Additional Comments: Some of her strengths include, Project management, people management, time management, conflict resolution, analytical, technical, team building, cross- and up-selling, negotiating, portfolio and account management, direct customer facing roles, leadership management, and coaching. She loves being in a client facing role, where she can get to know her clients, their needs and be their guide to queries and products. She alleviates them from worrying about their coverage, knowing its in her hands
Goal: Looking for a company that promotes growth, and will allow her to utilize her skills in Commercial Lines and broaden her knowledge in other Specialty Risks.
Additional Comments: She has created contracts for clients and the team, then provides training for the brokers on the systems and what to look for. Receive clients claims calls, review the policy for ways to mitigate risk in future, lead the client with with available resources, then prepared meetings to show clients where the risk lies and suggests products to mitigate future incidents.
Servicing large accounts professionally and informatively. Highly intelligent, educated and on a very fast path to success.
Goal: To find a stable and established company, where she can not only provide exemplary service, but also work in a collaborative team environment, offer mentorship and guidance to newer brokers, eventually seeing herself in a lead role.
Systems: TAM, SIG XP, EPIC, APPLIED RATING, COMPU QUOTE
Years of Experience: 7 years total in PL, 5 years in VIP, 1 Year as a VIP team lead
Education: RIBO active and in good standing, CAIB 1
Additional Comments: She is providing full service, issuing slips of ins, endorsements, mail outs, cover & change letters, policy changes, claims calls & negotiating rates with UW's for the best rates. She stays informed of new products and conducts regular reviews clients files in order to provide them with suggestions on addition coverages, based on their assets and history. She is accustomed to working with LARGE VIP accounts and is able to cross/upsell with ease. An intelligent and delightful professional
