Systems: EPIC (Was a Trainer on EPIC an very proficient with this BMS), SIG-XP, and ARS, Microsoft Office ( Excel, Outlook, Word, Teams, Sharepoint, HubSpot)
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.
Additional Comments: This man WILL go places - on track to write his RIBO Feb/24, 4 other CIPS by end April/24 and to graduate Humber Insurance Management Course May 2024
Additional Comments: Passionate about sales & eager to continue expanding into diverse risk areas, tackling challenging accounts. Manages a $4.5M book of business, he is focused on adding value to his service, being a versatile asset to his brokerage, and delivering an exceptional experience for his clients Extensive experience in all areas of insurance. He provides the 'white glove' approach & believes in finding the best rates, digging until he gets what aligns with his clients needs, making lasting relationships
Goal: Seeking challenge and growth opportunity. Dream job is to transition into CL especially Surety and Bonds, Professional PLPD. Open to a PL position, where opportunity to learn Commercial Lines is a future option
Additional Comments: Salt of the Earth! An absolute pleasure to speak with! Successful in personal lines insurance ( Sales and Service) and seeking new opportunity/challenge for growth and opportunity. CL holds his heart - especially the idea of working in Surety/Bonding role or anything to do with Professional Liability. Would also consider lateral move to PL in event there would be CL opportunity He is driven, focused and would make a great addition to your Team!
