Additional Comments: Skilled Accounting Associate with 2.5 years of brokerage experience handling A/R, A/P, Agency and Direct Bill Reconciliations, monthly and quarterly statements, cheques, and producer statements.
Professional and Friendly demeanor.
Looking for a great organization with room for growth.
Additional Comments: His goal is to utilize his extensive knowledge & experience gained over his insurance career to assist Brokers/Insurance Companies in any aspect needed - remarketing a BOB, Special Projects, Training, Underwriting, setting up Systems etc
Additional Comments: In her previous role, she demonstrated exceptional sales prowess, earning her accolades! Her client-centric approach is evident in her impressive 94% client retention rate. Beyond sales and service, she has a strong inclination towards training, having onboarded new hires on company portals, management systems, policy changes, and more. This multifaceted experience makes her a valuable asset to any team.
Additional Comments: She is currently progressing towards completing her CIP designation. Currently on 9th module . Being she is also an accounting graduate with stellar mathematical skills an Accounting/Surety role could also be in her future!
Additional Comments: Responsible, collaborator, decision maker, organized, discreet, and dedicated
Work independently and as a team
Budgeting, hire staff, coach, manage, set smart goals
Technically inclined, follows and creates improvements on internal workflows and procedures.
High ethical values and integrity
Passionate about learning, adaptable.