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: Has experience in other verticals as well including Real Estate, manufacturing, retail and Hospitality in managing large corporate clients with annual insurance premiums ranging from $200k to $1M+
Additional Comments: Exceptional track record in New Business Development across small to mid-market accounts, Farms, Commercial Auto, Fleets, Garage
Auto, Marine, Property, Hospitality, Rented Dwellings, Cyber, Manufacturing, Retailers, Wholesalers & Distributors, Product Recall, Contractors, Builders Risk, Wrap up, Consultants, Professional E&O and D&O Liabilities, Umbrella, and Surety Bonds.
Additional Comments: This hardworking candidate likes to be busy. Willing to obtain her RIBO - Commercial Lines holds her interest but would consider Personal Lines as well . While she may start at TSR position, NOTHING will hold this lady back. Excellent customer service, strong interpersonal abilities to deal with both clients and co-workers, organizational and detail orientated. Totally driven and focused.
