Goal: To join a brokerage that will allow him to leverage his existing expertise while continuing to learn, develop, and expand his Commercial Lines knowledge from his leads, and team
Education: RIBO Licensed, currently pursuing CRM. Graduated from Humber College with a Post Graduate Certificate in Global Business Management with Marketing Management
Additional Comments: Known for his strong client service skills and technical knowledge, he is a trusted resource for clients and colleagues alike. He has trained and supported offshore teams on workflows, procedures, and service standards, helping improve consistency, efficiency, and overall team performance. His ability to service his clients from A to Z, makes him a trusted guide, resource and advocate to his clients.
Additional Comments: She gets the leads and goes to work, securing the relationship and trust to close the sale.
Core Skills: Homeowners & Auto Insurance Bundles, including VIP and High Net Worth
Personal Liability & Umbrella Policies, Risk Assessment & Needs Analysis
Client Relationship Management & Advocacy
With her friendly & knowledgeable approach to sales, she closes the deals, and sets the bar for client relationships
This an inside broker you want to meet, to see personally the value she brings with her
Additional Comments: She is an expert with EPIC, dedicated in getting best rates, and providing white glove service for her clients. She has strong relationships with her clients, UW and team. Due to her excellent communication ability and education, she is able to cross-sell and upsell with ease and clearly articulate to her clients the coverages they need. She is who you want servicing your VIP book and clients.
Goal: Seeking a TSR/CSR opportunity with a reputable brokerage that offers mentorship, collaboration, and long-term growth. She is a loyal and dedicated professional who values building strong relationships—not only with clients, but within her team—creating a foundation for long-term success and growth with the organization.
Additional Comments: Experienced in processing commercial auto endorsements, issuing certificates of insurance, preparing and organizing policy documents, assisting with binding coverage and renewals. Also supports claims coordination by assisting with documentation, follow-ups, and client communication to ensure smooth processing. Works closely with CSRs and producers across multiple accounts, providing reliable back-end support and helping manage workflow efficiently. Strong communicator with clients & her team
Goal: Use her extensive experience creating and executing groundbreaking solutions to customer mandates, while supporting her advisors in all aspects of their role, including underwriting and lead generation
Additional Comments: Using UW and a Broker’s perspective, she evaluates all aspects of client submissions, understands the appetite of sureties, and develops creative solutions to secure coverage, even for clients initially outside standard guidelines, leveraging financial analysis and alternative structuring. Leading a productive team through the use of analysis, metrics, and KPIs. She has strong market relationships, a commitment to customer excellence, and targets appropriate New Business.
Goal: Would love to work at brokerage that is growth focused, where she can service a book, building relationships with her clients, rather than a busy queue. She loves the client relationships
Systems: Salesforce and Proprietary Software. Very tech Savvy
Additional Comments: SME-focused individual, working on day-to-day account servicing, retention, and policy support within a fast-paced brokerage environment. She manages key servicing functions, including cancellations, billing, invoicing, payments, document follow-ups, and policy reinstatements. She works closely with producers to support additional coverage needs, ensuring clients are properly protected. Maintains frequent communication with underwriters to coordinate policy updates & resolve account issues.
Additional Comments: He actively supports cross-sell initiatives and consistently strengthens coverage through thoughtful, consultative client conversations. With strong technical expertise, high efficiency, and a personable, relationship-focused approach, he stands out as a top-tier commercial insurance professional with clear long-term potential in the CL space. He is a true “take-a-book-and-go” candidate—highly impressive
