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
Goal: To work at a brokerage that has more markets, and risks, so she can grow her knowledge and experience. She is also looking to work at a company where she can be a true CSR and interact with clients, she has a great personality and loves interacting with people
Years of Experience: 20 years of Insurance exp. 2 Years CL CSR, 5 Years PL Sales in ON, 13 YEARS - 2009 to 2017 in UW+Risk Management + Client Relations Manager in India, and Business Development Manager-Japanese and Korean Division
Additional Comments: She has experience from her days in PL on upselling and cross selling, developing great relationships with her clients. Now in CL, she is servicing multiple books, data entry, preparing quotes, endorsements, renewals, preparing her own service target achievement reports, which she exceeds regularly. She comes with 14 years of previous ins experience out of country, which adds to her customer service ability. She seeks challenge and stimulation, going above and beyond for her clients!
Goal: To build a long-term career in commercial insurance by delivering high-quality technical and client support, developing strong broker relationships, and gaining deeper expertise in underwriting and risk assessment, with the aim of progressing into more advanced servicing or account management roles, bringing a fresh perspective and drive to succeed.
Systems: APPLIED RATING , EPIC, MVR PLUS, DID ALL THE ADMINISTRATIVE BEHIND THE SCENES WORK.
Additional Comments: strong foundation in insurance operations and a keen interest in commercial risk management. Known for being detail-oriented, dependable, and proactive in supporting brokers and clients. Skilled in managing administrative tasks, reviewing policy documents, and handling endorsements and policy changes with accuracy and efficiency. Eager to grow within the industry and bring value to a high-performing team. He looks forward to growing from a TSR to a CSR with a great mentor and brokerage.
Goal: To work with a Brokerage that is willing to invest in him and much as he is in them. He is looking for a long term career, where growth and opportunities to move up within the company are possible.
Years of Experience: 3 Years in Commercial Lines, 2 years a CL TSR, and 5 years as a Junior Claims Adjuster working on Residential and Complex Commercial Claims
Education: RIBO, Licensed in all Provinces in Canada, In process of completing CAIB 3
Additional Comments: Now ready to resume as thriving Commercial Lines Account Manager. He handles everything from renewals and remarketing to policy tracking and client service. He’s dedicated to building strong, lasting relationships with both clients and underwriters, ensuring satisfaction and retention across the board. With his deep technical knowledge and client-first mindset, he’s a reliable and versatile asset in any brokerage environment.
Additional Comments: Managing complex inquiries and escalations with accuracy and professionalism. Mentors train junior staff, share best practices, and collaborate with underwriters and internal teams to provide tailored solutions. She reviews policies, coverage, and claims to ensure client needs and compliance standards are met, while monitoring accounts to identify risks and opportunities for retention and process improvement.
