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.
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.
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.
Goal: To focus on service, maintain solid client relationships at a reputable and stable brokerage, where he can service, educate and take ownership of the full client lifecycle
Systems: SALES FORCE, VERY TECH SAAVY. He is self-educating himself on EPIC through, tutorials and courses, in order to be more efficient and reduce training time
Additional Comments: What sets him apart is his unwavering commitment to both detail and people. From in-depth policy analysis and risk reviews to renewals, claims, and daily client support, he maintains detailed records while making each client feel like they are his sole priority. He looks beyond the task at hand, always asking, "How can I make this easier for the client?"—removing roadblocks, simplifying complex processes, and finding faster answers. He elevates the client experience, but his team too.
Goal: To work with a renowned brokerage in the Commercial field, expanding her knowledge working on complex accounts, being an essential long term team member
Systems: Applied Epic, ARS system, Outlook, Excel plus in-house rating tools and Excel based submission tracking.
Additional Comments: She is highly skilled at working with construction clients, navigating strong personalities, tight deadlines, and complex projects while consistently delivering a true white-glove service experience. From sophisticated contractors to large commercial accounts, she provides proactive, relationship-driven support that earns trust, strengthens client loyalty, and enables her to service complex accounts with confidence, efficiency, and a level of expertise that sets her apart.
