Systems: Applied EPIC, CertExchange, The Agency Manager (Applied TAM), Microsoft 365 (Word, Excell, Outlook), Microsoft Sharepoint, Microsoft Teams, Internet Docusign, Dropbox,MVR and Autoplus, IBC’s DASH
Goal: To find a challenging and rewarding position servicing/sales of MID MARKET risks where he can utilize his skills, providing excellent customer service along the way
Additional Comments: Drove new business sales within the commercial segment
Selected as Commercial Advisor Coach, providing training and mentorship to team members
Additional Comments: She is detail-oriented and highly dependable; she consistently anticipates needs and completes work before it is requested. She takes pride in delivering accurate, organized, and timely support that allows Account Managers to focus on client relationships and growth, making her a valuable and trusted part of any commercial lines team. Additionally, her pleasant and helpful demeanour makes her an absolute pleasure to work with, along with her infectious positivity.
Additional Comments: Other aspects of his day-to-day include invoicing, endorsements, cancellations, and retention efforts with a strong track record of meeting retention targets. Stays connected and well-regarded within the commercial insurance community. With an exceptional communication style and personable approach, he is someone worth meeting.
