Additional Comments: Highly organized with a keen eye for detail, capable of de-escalating challenging situations and providing exceptional client support. Experienced in invoicing, processing payments, and navigating multiple channels to ensure slips and invoices are handled efficiently — including hands-on experience processing invoices independently. Trusted for reliability, thoroughness, and excellence in service delivery.
Goal: To work in a stable brokerage with less turnover, where she can grow LONG TERM as a professional in an industry she loves with a brokerage she loves and shares same values on customer service
Additional Comments: Adaptable, dependable, and team-oriented. Manages her own book and the manager’s book seamlessly, while supporting her team wherever needed. Respected by clients and colleagues alike, seeking a positive, stable environment to continue her growth.
Goal: To secure her RIBO, learn brokerage end of insurance, be an essential member to her team as a TSR and once licenced assist as a CSR with coverages
Additional Comments: Organized, reliable, and proactive, she carefully ensures quotes reconcile in the BMS and investigates any discrepancies to keep everything running smoothly. Trusted by 7+ brokers and comfortable in a fast-paced environment, she is eager to grow her knowledge of PL into a successful insurance career. She has friendly communication, client-first mindset, and willingness to learn, she takes pride in delivering accurate, efficient, and personalized support every day
Additional Comments: She is a standout broker: here is why she fits the bill—smart risk analysis, unmatched service, and understanding client needs—she’s the broker every business owner wants managing their accounts and making suggestions on how to stay protected and save.
Additional Comments: Highly organized and detail-oriented, she enjoys working in fast-paced brokerage environments and takes pride in keeping multiple priorities on track while building strong, trusting relationships with clients. A friendly and collaborative team player, she communicates clearly, puts clients first, and is dedicated to providing excellent service while continuously growing her expertise in personal lines insurance.
Additional Comments: Known for effective risk analysis, educated coverage recommendations, and the ability to de-escalate complex situations. Builds excellent relationships with underwriters and clients alike, bringing a personable, service-driven approach and consistent professionalism to every account. Very likeable, great with his customers.
Additional Comments: His service is impeccable and smooth, and his conversation ability to cross-sell and upsell brings in revenue and trusted relationships. He is a trusted advisor, a strong broker and excellent listener. It's no wonder he has a high retention rate and has received many commendations from his clients.
Additional Comments: A highly technical and dependable professional. She manages everything from new client onboarding to cross-selling, upselling, negotiations, and securing the best possible rates. She maintains strong relationships with underwriters, working closely with them and engaging in regular industry events. Personable, reliable, and detail-oriented — hand her a book, and she can service it independently and exceptionally.
